The top section in the Order Invoicing program is used to specify the order and ticket number to be processed by the program. This section of the program also displays the warehouse from which the shipment is being processed, once a valid order has been loaded into the program.
When the Order Invoicing program is called from the menu, the program will only allow you to create an invoice when a valid order/ticket combination has been entered into the program. The Order and ticket number to be processed can be entered by using a keyboard wedge to scan the barcode from the picklist or the order and ticket number can be manually input in the format 111111-2222 (i.e. with a dash between the order and ticket numbers).
If the Order Invoicing program has been called by another application and it is not being used to complete an order from one of your warehouse locations, the order number and ticket number fields will be automatically loaded by the system and the values in the field cannot be changed.
Once you have specified a valid order and ticket number combination, the system loads the Order Invoicing program with the information for the order being processed. The fields shown in the Order Number/Ticket Number panel are described below.
Order#: The Order Number being invoiced. If you are using a bar code scanner to read the bar code from the pick ticket, this field and the ticket field should be loaded automatically as you scan the bar code. If you are manually specifying the order and ticket to be invoiced, you should enter the order number then a dash and the ticket number. When you input the order/ticket in this manner, the system will split the two numbers up and load them each into the appropriate window. If the Order Invoicing program is being automatically called from another application in the system, the order number field will not be accessible and it will be automatically loaded (usually with a temporary sales order number) by the calling application.
Ticket: The ticket number being invoiced. The ticket number is a unique number that the system assigns to individual picklists, and it is used to identify the specific sales order line or lines that are to be loaded into the program. If you are using a bar code scanner to read the bar code from the pick ticket, this field and the ticket field should be loaded automatically as you scan the bar code. If you are manually specifying the order and ticket to be invoiced, you should enter the order number then a dash and the ticket number. When you input the order/ticket in this manner, the system will split the two numbers up and load them each into the appropriate window. If the Order Invoicing program is being automatically called from another application in the system, the ticket field will not be accessible and it will be loaded with a 0 by the calling application.
Loc: The Warehouse location to be used for the invoice. Since the Order Invoicing program is used to invoice sales order lines and since the sales order lines already have the location that they are to be shipped from specified in each line, the warehouse field will match the location printed on the picklist being processed. The warehouse location shown in the window will also be used for any nonstock items added to the order during the invoicing process.
Type: The Order Type that is being processed. Valid options include S (Sales Order) and L (Loaner Order). The Order Type is loaded automatically based on the order type that has been loaded into the program.
Mode: The Mode field is used to display the invoicing method or mode being used for the current transaction. The Order Invoicing program is used to create invoices from several different applications and the invoice mode is used by the system to determine how specific invoice transactions (Invoice, Credit, Vendor Shipment) should be processed by the system. The Mode field is loaded automatically by the system and it cannot be changed by the operator.
Invoice#: The temporary invoice number that is being used to create the invoice for the shipment. The temporary invoice number is converted to a permanent invoice number as the invoice is saved. In some situations (Vendor Ship Invoicing) the Invoice window may display the sales order number being processed in the invoice field. This number is only used temporarily and a new invoice number will be assigned by the system when the new invoice is saved.
The sections to the right of the Order Number/Ticket Number Input panel in the Order Invoicing program are used to display detailed information about the current sales order being processed and the “mode” in which the Order Invoicing program is operating (the Order Invoicing program can create various types of invoices based on how it is being called). Some of the information displayed in these sections (such as the order type, the order subtype, the ShipTo and sold to information for the order, and the Invoicing Mode), cannot be changed in the Order Invoicing program as they default based on the order being processed.