Difference between revisions of "Invoice Entry"
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=='''Overview of AR12'''== | =='''Overview of AR12'''== | ||
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| + | Most invoices in DDI are created through [[Regular Order Entry|generation from orders]]. As a new order progresses naturally through item picking and picking completion, it becomes eligible for the generation of an invoice showing the ship-to and bill-to addresses, item quantities ordered, the balance due and payments made against that balance, etc. There’s no need to construct the invoice piece by piece, as the system generates it in a form appropriate for the order in its current state. | ||
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| + | There may be occasions, however, when automated, order-based invoicing is impractical. You might even have a need for an invoice when no order exists. Perhaps you want to charge a customer for a service rendered, for example. Or maybe you’re selling pre-picked inventory at an event and need to produce invoices to get purchases into the A/R system. Invoice Entry is intended to be used for standalone invoices like these. | ||
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| + | Note: While Invoice Entry is well-suited to standalone invoicing needs, it should not be used to modify invoices produced through Order Entry and related activities. This can create unintended discrepancies between [[:Category:Order Entry|Order Entry ]] and Accounts Receivable. Although it is possible to access order-generated invoices in Invoice Entry, DDI doesn’t recommend modifying them here. | ||
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| + | * From the DDI Connect main menu, double-click Accounts Receivable | ||
| + | * Double-click Invoice Entry. You will see this screen: | ||
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Revision as of 12:36, 26 September 2012
Overview of AR12
Most invoices in DDI are created through generation from orders. As a new order progresses naturally through item picking and picking completion, it becomes eligible for the generation of an invoice showing the ship-to and bill-to addresses, item quantities ordered, the balance due and payments made against that balance, etc. There’s no need to construct the invoice piece by piece, as the system generates it in a form appropriate for the order in its current state.
There may be occasions, however, when automated, order-based invoicing is impractical. You might even have a need for an invoice when no order exists. Perhaps you want to charge a customer for a service rendered, for example. Or maybe you’re selling pre-picked inventory at an event and need to produce invoices to get purchases into the A/R system. Invoice Entry is intended to be used for standalone invoices like these.
Note: While Invoice Entry is well-suited to standalone invoicing needs, it should not be used to modify invoices produced through Order Entry and related activities. This can create unintended discrepancies between Order Entry and Accounts Receivable. Although it is possible to access order-generated invoices in Invoice Entry, DDI doesn’t recommend modifying them here.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Invoice Entry. You will see this screen:
