Advanced Tab Page

Other fields in the Sales Order Info panels can be modified once a valid order/ticket combination has been loaded into the program.  The Order Invoicing program allows you to view and optionally modify the shipping method and shipping terms that should be used for the shipment.  The Shipping Contact and Shipping Note windows displayed in the panels also allow you to add a shipping contact name or a shipping note to the invoice as it is being created.

The components displayed in this panel include.

Invoicing Mode:  The method or mode in which the Order Invoicing program is called.  Valid Modes include:  INVOICE (used when the program is called from the menu to process warehouse shipments), VENDORSHIP (used when the program is called from the Purchasing System to create an invoice for vendor shipment items), CREDIT (used then the program is called from the AR Lookup to create a credit memo for an existing invoice), PENDING (used when the program is called from the Pending Management Program and used to invoice a customer for items already sent to them on loan) and RACREDIT (used when the program is called from the RA system to create a credit for the goods returned by a customer).

Type:  The Sales Order Type being processed.  Valid Sales Order Types include S (sales order) and L (loaner or shipper).

Subtype:  The Subtype field is a user-definable field that can be used to classify the invoices you create.  The Subtype field can be set in the Sales Order Entry program on an order by order basis and the field is also automatically loaded by various applications.  The system will also automatically default values into the Subtype field of new invoices that are created by various applications in the system based on system parameters.  Please the documentation for the Accounts Receivable System for more information about invoice classification fields.

Ship:  The Shipping method being used for the selected order.  The shipping method defaults based on the order being processed but it can also be changed as required in the program.  The Prompt Button next to the field can be used to display and select from a list of the valid shipping methods that have been set up on your system.  The Order Invoicing program will automatically call the appropriate automated shipping overlay as required based on the shipping method used for the order, and the mode being used by the Order Invoicing Program.

Shipping Terms:  The window to the right of the Ship: window displays the Viaterms or shipping terms being used for the invoice.  The Shipping terms default based on the order being processed but can also be changed as required in the program.  The Prompt Button next to the field can be used to display and select from a list of the valid shipping terms that have been set up on your system.

Shipping Contact:  The Shipping Contact field stores the name of the person (contact) that is associated with the shipping address being used for the order.  This information defaults from the Shipto Address record used for the order and it can also be changed as required in the Order Invoicing program.

Shipping Note: The Shipping Note field stores a short text note that is associated with the shipping address being used for the order.  This information defaults from the Shipto Address record used for the order and it can also be changed as required in the Order Invoicing program.

ShipTo Fields:  The top right section of the Order Invoicing program displays the ShipTo information that is being used for the order being processed.  This information is loaded from the Shipto record that was used for the order (if applicable) or from the Bill to Information that is stored in the Company record for the company being processed if no Shipto record was used for the order.  This information defaults based on the order being processed and cannot be changed in the Order Invoicing program.

Backorders OK Checkbox:  The Backorders Ok Checkbox located underneath the Shipto fields displays whether or not the customer will accept backorders for the order being processed.  This information is based on the order being invoiced and it cannot be changed in the program.  If the Backorders Checkbox is selected, the system will backorder any items on the order that cannot be completed with the current invoice.  If the Checkbox is not selected, any remaining open order lines for the order will be closed as the current invoice is saved.

Partial OK Checkbox:  The Partial OK Checkbox indicates whether or not the customer will accept a partial shipment for the order.  This information is based on the order being invoiced and it cannot be changed in the program.  If the Partial OK Checkbox is selected, the system will allow a picklist to be produced for the order even if all items on the order are not available for shipment.  If the checkbox is not selected, the system will only allow the order to be picked when all items on the order (that are being shipped from your warehouse locations) are available for shipment.

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