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 and ACH 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	Process ACH Payment Transactions

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	Expiration Date
Quick Row	Customer Action
Line Number	Item Type
Item Code	Product Line
Ordered	Product Type
Shipped	Price Code
Unit Price	Costing
Extension	Distrib Required
Comment	Extended Desc
Description	Component
Warehouse	Alias Item
Unit of Measure	Vendor Number
Back Ordered	PO Number
Cost Code	PO Required Date
Cost Type	Options
Price Level	Revision
Tax Class	Total Amount
Discountable	Commodity Code
Disc %	Commodity Desc
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
Warranty Code

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