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

Apply Multiple Sales Orders to an Invoice    

 

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 using 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

Invoice Type

Sales Order Number

Customer No.

Cust PO

Order Status

Ship Date

Due Date

Discount Date

Warehouse

Schedule/Exemption

Job No.

Actual % Complete

IT User ID

IT User Name

Sage CRM User

Sage CRM Opportunity

 

Apply to Inv No.

RMA No.

Print Invoice

eInvoice Payments

Ship To Addr

Terms Code

Ship Via

FOB

Confirm To

E-mail

Fax No.

Batch Fax

Comment

Salesperson

Split Comm.

   

2. Address

Customer No.

Bill To

(Bill To) Name

(Bill To) Country

(Bill To) Address

(Bill To) ZIP/Postal Code

(Bill To) City

(Bill To) State/Province

 

Ship To

(Ship To) Name

(Ship To) Country

(Ship To) Address

(Ship To) ZIP/Postal Code

(Ship To) City

(Ship To) State/Province

   

3. Lines

Grid Button Bar

Quick Row

Line Number

Item Code

Ordered

Shipped

Unit Price

Extension

Comment

Description

Warehouse

Unit of Measure

Back Ordered

Cost Code

Cost Type

Price Level

Tax Class

Discountable

Disc %

Drop Ship

Commissionable

Subj to Exempt

Cost

Sales Account

Cost Account

Warranty Code

 

Expiration Date

Customer Action

Item Type

Product Line

Product Type

Price Code

Costing

Distrib Required

Extended Desc

Component

Alias Item

Options

Revision

Vendor Number

PO Number

PO Required Date

SO Number

Customer PO No.

Commodity Code

Commodity Desc

Alt Tax ID

Tax Type Applied

Net/Gross

Debit/Credit

Tax Amount

Tax Rate

   

4. Totals

Invoice Date

Invoice Type

Customer No.

Salesperson

Amount Subject to Discount

Discount Rate

Discount Amount

Taxable Amount

Nontaxable Amount

Ship Zone

Ship Weight

Freight Amount

 

Number of COD Labels

COD Cash Only

Deposit Payment Type

Check Number/Reference Number

Deposit Available

Deposit Amount

Commission Rate

Sales Tax Amount

Invoice Total

Net Invoice

Retention Amount

   

5. Payment

Payment ID

Save

Payment Type

Card Type

Account Type

Primary

Last Four Routing

Bank

Last Four Digits

Expiration Month/Year

Account / Cardholder Name

Country

Address

ZIP/Postal Code

City

State/Province

E-mail Address

Comment

 

Corporate ID/PO

Transaction Type

Pay Balance

(Deposit Applied) Amount

(Deposit Applied) Corp Sales Tax

(Deposit Applied) Auth No.

(Deposit Applied) Auth Date

(Deposit Applied) Auth Time

(Deposit Applied) Transaction ID

(Balance/Payment) Amount

(Balance/Payment) Corp Sales Tax

(Balance/Payment) Auth No.

(Balance/Payment) Auth Amount

(Balance/Payment) Auth Date

(Balance/Payment) Auth Time

(Balance/Payment) Transaction ID

Swipe Card

Process in Batch