S/O Invoice Data Entry

Window Details
	Navigation
	Overview
	Fields

How Do I...
	Enter a Sales Order Invoice	Enter an Extended Item Description
	Save Default Values for Sales Order and Invoice Data Entry	Distribute Transaction Quantities to Lot and Serial Numbers
	Assign a Default Warehouse to a Ship-to Address	Reverse Sales Tax Charged on an Invoice
	Assign a Default E-mail Address to a Ship-to Address	Process Customer Deposits
	Add a New Miscellaneous, Charge, or Comment Item Code On the Fly	Post Credit Card Settlement Amounts
	Look Up an Item by Alias Number	Generate a Back Order Automatically
	Enter a Sales Kit	Recalculate Sales Tax on a Sales Order or Invoice
	Enter Options for Standard Bills and Sales Kits	Use the Last Purchase Price on an Order
	Enter a Credit or Debit Memo	Process Credit Card Transactions
	Add a Restock Fee to a Credit Memo	Enter Sales Order/Invoice and A/R Cash Receipts/Invoice Credit Card Information
	Reauthorize a Credit Card Transaction

Related Topics
	Grids	Using Sales Kits
	Determining and Updating Quantities	Setting Up SO, AR, and eBM to Process Credit Card Transactions
	General Ledger Accounts	Receiving Payment by Credit Card From Your Customers Flowchart
	Update FAQs	Daily Sales Reports/Updates
	Lot/Serial Number FAQs	Retaining Sales Order History
	Calculating Sales Commissions	Using Sales Tax in Job Cost
	Sales Order Paid by Credit Card Flowchart	Sales Order One-Step Invoice Paid By Credit Card Flowchart
	Credit Card Processing FAQs	Sales Order/Invoice FAQs

Navigation

Select Sales Order Main menu > Invoice Data Entry.

Overview

Use S/O Invoice Data Entry to enter information necessary to bill customers for standard sales order items that are picked and shipped. All original order information recorded during Sales Order Entry can be retrieved by sales order number and displayed for verification before invoicing. After entering data for a group of invoices, you can print and review the invoices and the Sales Journal before completing the update.

If the lot/serial distribution for the line item is entered in Sales Order Entry and Yes is selected when prompted to ship the order complete or you manually change the invoice quantity shipped from zero, then the lot/serial distribution information is copied to the invoice line item.

Note Shipping batches can be viewed and modified in this window, but they cannot be deleted. Also, invoices cannot be added to shipping batches using S/O Invoice Data Entry.

You can view the S/O Invoice Data Entry window in normal or expanded view. The expanded view allows you to view more entries on the Lines tab. The Change View button is available only if your screen resolution is set to 1024 x 768 or higher.

Fields

Invoice No.	Batch
Shipper ID

1. Header
Invoice Date	Sage CRM Opportunity
Invoice Type	Apply to Inv #
Sales Order Number	RMA No.
Customer No.	Print Invoice
Cust PO	Ship To Addr
Order Status	Terms Code
Ship Date	Ship Via
Due Date	FOB
Discount Date	Confirm To
Warehouse	E-mail
Schedule/Exemption	Fax No.
Job No.	Batch Fax
IT User ID	Comment
IT User Name	Salesperson
Sage CRM User	Split Comm.

2. Address
Customer No.	Ship To
Bill To	(Ship To) Name
(Bill To) Name	(Ship To) Address
(Bill To) Address	(Ship To) ZIP Code
(Bill To) ZIP Code	(Ship To) City
(Bill To) City	(Ship To) State
(Bill To) State	(Ship To) Country
(Bill To) Country

3. Lines
Grid Button Bar	Warranty Code
Quick Row	Expiration Date
Line Number	Customer Action
Item Code	Item Type
Ordered	Product Line
Shipped	Product Type
Unit Price	Price Code
Extension	Costing
Comment	Distrib Required
Description	Extended Desc
Warehouse	Component
Unit of Measure	Alias Item
Back Ordered	Vendor Number
Cost Code	PO Number
Cost Type	PO Required Date
Price Level	Options
Tax Class	Revision
Discountable	Total Amount
Disc %	Commodity Code
Drop Ship	Alt Tax ID
Commissionable	Tax Type Applied
Subj to Exempt	Net/Gross
Cost	Debit/Credit
Sales Account	Tax Amount
Cost Account	Tax Rate

4. Totals
Invoice Date	Number of COD Labels
Invoice Type	COD Cash Only
Customer No.	Deposit Payment Type
Salesperson	Check Number/Reference Number
Amount Subject to Discount	Deposit Available
Discount Rate	Deposit Amount
Discount Amount	Commission Rate
Taxable Amount	Sales Tax Amount
Nontaxable Amount	Invoice Total
Ship Zone	Net Invoice
Ship Weight	Retention Amount
Freight Amount

5. Credit Card
Card ID	Pay Balance
Save	(Balance/Payment) Amount
Payment Type	(Balance/Payment) Corp Sales Tax
Card Type	(Balance/Payment) Auth No.
Primary	(Balance/Payment) Auth Amount
Last Four Digits	(Balance/Payment) Auth Date
Expiration Month/Year	(Balance/Payment) Auth Time
Cardholder Name	(Balance/Payment) Transaction ID
Address	(Deposit Applied) Amount
ZIP Code	(Deposit Applied) Corp Sales Tax
City	(Deposit Applied) Auth No.
State	(Deposit Applied) Auth Date
Country	(Deposit Applied) Auth Time
E-mail Address	(Deposit Applied) Transaction ID
Comment	Swipe Card
Corporate ID/PO	Process in Batch
Transaction Type