Invoice
Date
Enter an invoice date, or click the Calendar
button to select a date from the Calendar. This date is used as the invoice
date for the invoices selected.
Selection
Date
Enter an invoice selection date, or click the
Calendar button to select a date from the Calendar. Only invoices with
a last billed date and a start bill date on or before the date entered
are selected. Any invoice with a stop billing date before this date is
not selected.
Include
Customers on Hold
Select this check box to include customers
on credit hold. Clear this check box to exclude customers on credit hold.
If you select this check box and a password
is entered in the Commission and Credit Limit Override Password field
in Accounts Receivable Options, you are prompted to enter the password
before continuing with Repetitive Invoice Selection.
Next
Invoice Number
Enter a new number, or accept the next automatic
invoice number.
Batch No.
If batch processing is enabled, this field
displays the current batch number and can only be viewed. This field is
available only if the Enable check box is selected for batch processing
in the module's Options window. For more information, see Batch
Entry.
Click the Batch Number button to select a batch
number from the list or to create a new batch number. Click the Transfer
Document button to transfer the current document to a different batch.
Operand
Select an operand to limit your selection to
a particular value or range of values. When selecting a value using the
Lookup button or entering a value directly into the Value field (and moving
out of the field), the operand automatically changes to Equal to. Likewise,
when selecting a value using the Lookup button for a range or entering
values directly into both Value fields, the operand automatically changes
to Range.
The following operands are available:
| All
|
Selects all
information for the Select Field.
|
| Begins with |
Selects only the
information for the Select Field that begins with the value entered
in the Value field. |
| Ends with |
Selects only the
information for the Select Field that ends with the value entered
in the Value field. |
| Contains |
Selects only the
information for the Select Field that contains the value entered
in the Value field. |
| Less than |
Selects only the
information for the Select Field that is less than, but not equal
to, the value entered in the Value field. |
| Greater than |
Selects only the
information for the Select Field that is greater than or equal
to the value entered in the Value field. |
|
Range
|
When Range is
selected, two Value fields are used. Information is selected that
is greater than or equal to the first value entered and less than
or equal to the second value entered in the Value fields.
Note Entries in the "From"
Value field may change to the entry made in the "To"
Value field, if the "From" Value contains a lowercase
letter and the "To" Value contains an uppercase letter.
This occurs because lowercase letters are greater than uppercase
letters. For example, if 01a is entered in the "From"
Value field and 01C is entered in the "To" Value field,
the "From" Value field changes to 01C.
|
|
Equal to
|
Selects only the
information for the Select Field that is equal to the value entered
in the Value field.
|
|
Not Equal to
|
Selects only the
information for the Select Field that is not equal to the value
entered in the Value field.
|
Additional operands are available for date
Select fields. The system date is used to calculate the date ranges. When
one of the date operands is selected, the Value fields automatically default
to the appropriate dates.
You can use commas (,) to separate multiple
values; however, if your selection values already contain commas, you
must use alternate separators to separate them.
Note When alternate
separators are used, the value list must end with the alternate separator
character.
The alternate separators include the following:
~ ! @ # $ % ^ & * ( ) = [ ] \ ; "
/ _ + { } | : < > ?
Note If you
enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST), then you must enclose the value with an alternate
separator (for example, %01-SAGE,WEST%). Because the comma
is a separator, if the value is not enclosed in alternate separators,
the system can search for two incorrect values (for example, "01-SAGE"
and "WEST", instead of "01-SAGE,WEST").
If your company uses commas in item codes,
use an alternate separator to select one or multiple item codes.
You can enter up to five cycles to print invoices
by (for example, WE, MO, QT, and YR), or select All to select all cycles.
If you normally select repetitive invoices more than once a month, you
should always specify the appropriate select cycles to prevent the invoices
from being selected
twice.
Value
Enter a value based on the operand entered,
or click the Lookup or Calendar button to select a value from the list.
Multiple values can be entered by using a comma or alternate separators
to separate values.
For customer number, vendor number, and item
code select fields, you can start typing a customer name, vendor name,
or item description to locate a record. As you type, a list of records
matching your entry appears. You can then select a record from the list.
You can enter single or multiple values as
follows:
| All |
Selects all information
for the Select Field. |
|
Begins with
|
Multiple values
are separated by a comma or alternate separator. An OR condition
is assumed.
|
|
Ends with
|
Multiple values
are separated by a comma or alternate separator. An OR condition
is assumed.
|
|
Contains
|
Multiple values
are separated by a comma or alternate separator. An OR condition
is assumed.
|
| Less than |
Only single values
are allowed. |
| Greater than |
Only single values
are allowed. |
| Range |
Both Value fields
are used to define a range. Only single values are allowed at
each Value field. |
| Equal to |
Multiple values are
separated by a comma or alternate separator. An OR condition is
assumed. |
|
Not Equal to
|
Multiple values
are separated by a comma or alternate separator. An AND condition
is assumed.
|
Note If you
enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST), then you must enclose the value with an alternate
separator (for example, %01-SAGE,WEST%). Because the comma
is a separator, if the value is not enclosed in alternate separators,
the system can search for two incorrect values (for example, "01-SAGE"
and "WEST", instead of "01-SAGE,WEST").
A/R Repetitive
Invoice Selection
