Menu Path: Customer Service Inquiries Sales Sample Billback Inquiry
View invoice and credit memo line items for which sample billbacks should be created.
Use Sample Billback Inquiry to display invoice and credit memo line items for sample products ordered on sample orders, so you can determine what sample billbacks need to be created in Sample Billback Processing.
To use Sample Billback Inquiry:
Select filter criteria for the records you want to display.
Verify the correct currency is entered in the Display Currency field.
Click the Show Data button in the ribbon. The Results tab displays the records that meet the criteria you selected in steps 1-2.
Button |
Description |
Exit |
Click this button to close the Sample Billback Inquiry window. |
Show Data |
Click this button to display sample invoice and credit memo line items on the Results tab based on criteria selected on the Select tab. |
Invoice/Voucher Inquiry |
Select a sample record for which an invoice was created, and click this button to display Invoice Inquiry, which allows you to view details of the invoice. Select a sample record for which a voucher was created, and click this button to display Lookup Inquiry, which allows you to view details of the voucher. This button is only available if the Results tab is displayed, and is only enabled if an invoice or voucher was created for the selected record. |
Field or Button |
Description |
Select this check box to display sample line items for all suppliers. This check box is selected by default. |
|
Enter a supplier code for which to display sample line items, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All check box to the left of it. |
|
Enter a supplier name for which to display sample line items, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display sample line items for all sales representatives. This check box is selected by default. |
|
Enter a sales representative ID for which to display sample line items, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display sample line items for all products. This check box is selected by default. |
|
Enter a product code for which to display sample line items, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box to the left of it. |
|
Enter a product name for which to display sample line items, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display sample line items for all sample customers. This check box is selected by default. |
|
Enter a sample customer code for which to display sample line items, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box to the left of it. |
|
Enter a sample customer name for which to display sample line items, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display sample line items for all sample reasons. This check box is selected by default. |
|
Enter a sample reason for which to display sample line items, or click the Lookup button to select a sample reason. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display sample line items for all sample billback invoices. This check box is selected by default. You cannot clear this check box and the All check box below it. |
|
Enter a sample billback invoice number for which to display sample line items, or click the Lookup button to select a sample billback invoice number. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display sample line items for all sample billback vouchers. This check box is selected by default. You cannot clear this check box and the All check box above it. |
|
Enter a sample billback voucher number for which to display sample line items, or click the Lookup button to select a sample billback voucher number. This field is only enabled if you clear the All check box to the left of it. |
|
Enter the first date in a range of invoice/credit memo dates for which to display sample line items, or click the drop-down arrow to select a date. |
|
Enter the last date in a range of invoice/credit memo dates for which to display sample line items, or click the drop-down arrow to select a date. |
|
Enter a currency in which to display amounts for sample line items, or click the Lookup button to select a currency. This defaults to the default general ledger currency. |
Field or Button |
Description |
This grid displays sample invoice and credit memo line items based on the criteria selected on the Select tab after you click the Show Data button in the ribbon. |