This field displays the method of shipment for this order.  The default value is provided from the parameters you entered in the Customer Address Maintenance record designated as the Shipping Address or from the parameters you entered in the Information tab of the Customer Maintenance record, if the Shipping Address field is blank.  Accept or amend the default value in this field.  You may click the Lookup button to display the Search window where you can select the ship via code.

This field displays the point at which the ownership of the goods is transferred to the customer.  The default value is provided from the parameters you entered in the Customer Address Maintenance record designated as the Shipping Address or from the parameters you entered in the Information tab of the Customer Maintenance record, if the Shipping Address field is blank.  Accept or amend the value in this field.  You may click the Lookup button to display the Search window where you can select the F.O.B. code.

If you track revenue by salesperson, you must enter a salesperson number in this field.  This is the number of the salesperson who will be credited with a commission, if there is any, from this sale.

Enter in this field the corresponding customer’s purchase order number for this invoice.

Enter in this field the name of the person who is placing the order.  The default value is from the last order or invoice to the same customer.

Assign to this recurring invoice template either an Active or Inactive status. You cannot generate invoices from recurring invoice templates assigned with inactive status.

Assign in this field the frequency of occurrence of the transaction.  The default frequency is Monthly.  You can accept the default frequency or click the List box button to select the frequency on which the system will generate the invoice.  

To illustrate, assume the current date is July 15 and you entered Monthly in this field while setting up this recurring invoice template.  If you generate the invoice on August 30 using the Generate Recurring AR Invoice function, the system will generate two (2) invoices.

Enter in this field the number of times you allow users to generate invoices from this recurring invoice template. You may enter a number from 0 to 999. AccountMate automatically updates this field when you update the End Recur. Date field.

Enter in this field the next date when you need to generate the recurring invoice from this template.  The default value in this field is the current system date; however, you may change the default date.  

The date in this field serves only as a reminder as to when you need to generate an invoice because the system will not automatically generate the invoices when this date comes.  You must access the Generate Recurring Invoice transaction function to generate an invoice.  The system updates this date by one cycle each time you generate an invoice from this template.

Mark this checkbox if you want to designate the next recurring date as the last day of any given month. This field is disabled if you indicate Weekly in the Recurring Cycle field and/or you enter any date other than the last day of the month in the Next Recur. Date field.

Enter in this field the date when you want to stop generating any invoices from this recurring invoice template. The end recurring date must be greater than or equal to the next recurring date. AccountMate automatically updates this field when you update the No. of Cycles field.

This read-only field displays the date when you last generated an invoice from this recurring invoice template. This field is blank until an invoice is generated from this template.

Enter in this field the warehouse where the inventory items will be shipped from. The default value in this field comes from the customer maintenance record. If you have activated the Inventory Control module, you can enter a different warehouse in this field or you may click the Lookup button to display the Search window where you can select a warehouse.

The warehouse that you enter in this field will be the default warehouse for the inventory items that you will enter in the Line Items tab. You may change the warehouse for each inventory line item in the Line Item Details tab.

If you selected the Commission Based on SO / Invoice option in the AR Module Setup function, this field will be enabled. Enter in this field the commission plan for the invoice that will be generated from this template or click the Lookup button to display the Search window where you can select a commission plan.

Enter in this field a discount rate for the line items in the invoice that will be generated from this template. This discount rate will still be compared by the system to the maximum discount rate that you have entered in the inventory item’s record.  It will use the lower discount rate as the default value in the Disc% field in the Line Items tab.

Mark this checkbox if you want the prices on each invoice that will be generated from this template to be the same as the prices entered in this template at the time it is saved.  Omit the check mark if you want the prices on the invoice to be based on the pricing hierarchy that will be followed by the system.

Enter in this field the system remark number that contains the appropriate remark for this invoice template. You may also click the List box button to select the appropriate system remark. When you enter a valid remark number, the system automatically displays the corresponding remark in the area below this field. Alternatively, you may directly enter in the area below this field any remark that you want for this invoice template without entering any value in the Remark # field.