Sample Billback Inquiry

Menu Path: Customer Service Images\bluerarw.gif Inquiries Images\bluerarw.gif Sales Images\bluerarw.gif Sample Billback Inquiry

Purpose

View invoice and credit memo line items for which sample billbacks should be created.

Overview

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.

Using the Inquiry

To use Sample Billback Inquiry:

  1. Select filter criteria for the records you want to display.

  2. Verify the correct currency is entered in the Display Currency field.

  3. Click the Show Data button in the ribbon. The Results tab displays the records that meet the criteria you selected in steps 1-2.

Ribbon Home Tab Buttons

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.

Select Tab Fields and Buttons

Field or Button

Description

All (Suppliers)

Select this check box to display sample line items for all suppliers. This check box is selected by default.

Supplier Code

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.

Supplier Name

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.

All (Sales Representatives)

Select this check box to display sample line items for all sales representatives. This check box is selected by default.

Sales Representative ID

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.

All (Products)

Select this check box to display sample line items for all products. This check box is selected by default.

Product Code

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.

Product Name

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.

All (Sample Customers)

Select this check box to display sample line items for all sample customers. This check box is selected by default.

Sample Customer Code

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.

Customer Name

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.

All (Sample Reasons)

Select this check box to display sample line items for all sample reasons. This check box is selected by default.

Sample Reason

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.

All (Sample Billback Invoices)

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.

Billback Invoice Number

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.

All (Sample Billback Vouchers)

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.

Billback Voucher Number

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.

Sample Date From

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.

Sample Date To

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.

Display Currency

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.

Results Tab Fields and Buttons

Field or Button

Description

Sample Billbacks

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.