This field displays the invoice number and can only be viewed.
This field displays the customer number and can only be viewed.
This field displays the sales order number and can only be viewed.
Click the Memo button to view, create, or maintain memos for this sales order. The Memo button is available only if the appropriate memo type has been set up in Memo Manager Maintenance for this task. If a memo already exists for the order, the Memo button appears yellow. If a memo does not exist, the Memo button appears blue. For more information, see Memo Maintenance.
Select this check box to apply the sales order to the invoice. If the sales order has already been applied to the invoice, this check box is selected and can only be viewed.
To apply multiple sales orders to an invoice, the values for the fields listed below must be the same for each order. The first order selected in Invoice Data Entry is considered the primary order and is used to determine whether additional orders can be applied. Note that some fields may not be available depending on your settings.
- Terms code
- Ship-to code
- Discount rate
- Sales tax schedule
- Salesperson (or salespersons) and commission rate(s)
- Job number
- Ship-via shipping code and shipping zone
- Bill-to customer
- ACH payment ID (The ACH payment IDs must match, or you can combine with an order that has no payment ID.)
- RMA number
- CRM person ID, CRM company ID, and CRM opportunity ID
Click the Select All button to select all orders.
Click the Unselect All button to clear both the Apply and Ship Complete check boxes for all orders that have not already been applied to the invoice.
Click the Find Row button to open the Search Grid window and search for a value in one of the rows.
Select this check box if you intend to ship the complete sales order. If you select this check box, the quantity in the Shipped field will match the quantity in the Ordered field for each of the lines in Invoice Data Entry. The Shipped quantity can be changed if needed.
Clear this check box if you don't want to automatically enter the Ordered quantity in the Shipped field.
Click the Ship All button to select the Ship Complete check box for all orders with the Apply button selected.
Click the Ship None button to clear the Ship Complete check box for all orders.
Click the Unselect All button to clear both the Apply and Ship Complete check boxes for all orders that have not already been applied to the invoice.
This field displays the order date and can only be viewed.
This field displays the sales order type and can only be viewed.
This field displays the customer purchase order number and can only be viewed.
This field displays the order status and can only be viewed.
