Invoicing (IN) Typical Cycles

Invoicing to be done daily:

  1. Invoice, Direct Bill & Credit Entry (IN41)
    • Used to enter invoices for customers, modify invoices.
    • Enter 'header' information on the General folder and details on the Lines folder.

  2. Invoice & Credit Note Print (IN42)
    • Used to print invoices.
    • Automatically performed by auto-printing feature in warehouse.
    • Can process in a batch to print all invoices at once.
    • Enter acceptance codes to confirm and finish print job.

  3. Invoice Recovery for Reprint (IN99)
    • Used to recover a previously printed invoice for changes or deletion.

  4. Invoice & Credit Note Update (IN43)
    • Used to organize invoices previously printed for updating into invoice history.
    • Usually done once per day as a part of day-end routine.

  5. Invoice Register Print (IN44)
    • Used to summarize invoices printed since last register.
    • Must be kept in safe place for future reference.
    • Usually done once per day as a part of day-end routine.

Supporting Inquiries:

  1. Product Consolidated Inquiries (IC45)
    • Used to query inventory items, on hand quantities, costs, open orders, invoice history.

  2. Customer Consolidated Inquiries (SU45)
    • Used to query customers, open orders, invoice history, AR balances, names & addresses.

  3. Order & Quote Consolidated Query (OE45)
    • Used to query open sales orders, products, sell prices.

  4. Invoice History Consolidated Query (IN45)
    • Used to query invoices from history, products, sell prices.

Return Merchandise Authorizations (RMAs):

  1. Return Merchandise Entry (IN67)
    • Enter new RMAs.
    • Modify, review or delete existing RMAs.

  2. Outstanding RMA Print (IN68)
    • Prints a list of outstanding RMAs in summary or with all detail lines.

  3. RMA Receiving Document Print (IN69)
    • Prints an RMA list with the details of each product.
    • Can serve as a Receiving document for all products being returned.
    • Can act as a packing list when picking up product from a customer site.

  4. RMA Consolidated Query (IN46)
    • Used to query open RMAs.

  5. Converted RMA Purge (IN88)
    • Purges RMAs that have been converted to credit notes, invoices or sales orders.

 
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