Sales Order > Advance Billing > Create Advance Billing

The Line Items page allows you to enter and review the line items for the advance bill transaction.

Perform the steps below:

1.Enter in the Bill Quantity field the quantity of the line item that you want to bill against the customer's sales order.

1.1. If you want to bill all the ordered quantities of the item, you may click the Bill All button in the grid toolbar. The total ordered quantities will be automatically entered in the Bill Quantity field. If you have previously created advance billing or made shipments for this sales order, the value in the Bill Quantity field will be reduced by the quantity previously billed and/or shipped.

1.2. You may manually enter in the Bill Quantity field the item quantities that you will include in the billing.

1.3. You may click the Bill None button in the grid toolbar to clear the values entered in the Bill Quantity field.

2.You may click the Show () button beside the Item # field to display the item Details and Tax Amount nested tabs.

2.1. Review the item's customer item number if any, and the tax information in the Details tab.

2.2. Review the tax related information for the line item currently selected on the grid in the Tax Amount tab. The default tax code and tax entity comes from the sales order for which the advance billing is created for. If you want to amend the tax code and/or tax entity for any line item in the advance bill, you must first cancel or void the advance bill(s) created for the sales order; then, amend the values in the sales order using the Sales Order function.

3.In the Freight field, review and accept or amend the default freight charge. To amend the freight charge value, click the Overwrite Freight button to display the Overwrite Freight window where you can enter a new freight charge value for this advance billing. The default freight charge in this field is defined in the sales order.

Note: If you have configured AccountMate to calculate freight charges by weight, it will compute the freight amount based on the weight entered in the Weight field in the inventory item maintenance record. To set the system to calculate freight charges by weight, mark the Calculate Freight Charge by Weight feature in the SO/AR Module Setup function.

4.In the Adjustment field, review and accept or amend the default value in this field. The default adjustment amount comes from the sales order. To amend the adjustment amount, enter the new value directly in this field.

Line Items Page

Line Items Page

See Also