Accounts Receivable > Invoice > Create AR Invoice

To enter relevant information in the Information page of the AR Invoice function, perform the following steps:

1.You may click the Expand () button in the Customer Details area to show read-only customer related information such as customer address, ATD/YTD sales, open credit, past due, credit hold, sales quote, credit limit, balance, open order, un-invoiced shipment and available credit. These information comes from the customer record.

2.Review the default values in the editable fields. Accept the default values or enter values in the following fields:

oShip Via

This field displays the method of shipment for this sales order transaction. The default value is provided from the parameters you entered in the Address Maintenance record or from the parameters you entered in the Information page of the Customer Maintenance record, if the Ship To Address field is blank. Accept or amend the default value in this field. You may click the List box button to select a different ship via code.

oFOB

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 Address Maintenance record or from the parameters you entered in the Information page 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 List box button to select a different F.O.B. code.

oSalesperson

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.

oCustomer PO #

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

oOrdered by

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

oOrder Date

Enter in this field the date that the customer placed the sales order for which this invoice is for. The default date is the system date when the order/quote is created. You may accept or amend the default date.

oRequest Date

Enter in this field the date when the customer expects the ordered goods to be shipped. The default date is the system date when the order is created. You may accept or amend the default date.

Note: The value you entered in this field will be the default request date for all the line items entered in the Line Items page. Alternatively, you may provide a different request date for each item on the sales order in the Line Items page.

oApproval Date

Enter in the Approval Date field the date when the sales order is approved for shipping. The default date is the system date when the order is created. You may accept or amend the default date.

oWarehouse

The warehouse that you enter in this field will be the default warehouses for the inventory items that you will enter in the Line Items tab. You may change the warehouse for the line item in the Line Item page. If you have activated the Inventory Control module, you can enter a different warehouse in this field or you may click the List box button to select a different warehouse.

oCommission

If you selected the Commission Based on SO/Invoice option in the SO Module Setup function, this field will be enabled. Accept or amend the default commission code for this invoice or click the List box button to select a different commission plan. The default commission code comes from the customer record.

oDiscount %

Enter in this field a discount rate for the line items in this sales order. The system will compare this discount rate to the maximum discount rate that you have entered in the inventory item’s record and it will use the lower discount rate as default value in the Discount % field in the Line Items tab.

oRemark #

Enter in this field a system remark that is appropriate for this sales order. You may click the List box button to display all available remark records existing in AccountMate; then, click the appropriate remark code to select. Once you enter a system remark code in this field, the corresponding remark will be displayed in the area below this field. You may also enter your remark directly in this area. This remark will appear in your sales order document.

Information Page

Information Page

See Also