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Header Details:

Invoice Type - This field is used to determine what type of transaction you are intending to create or process. This field is read-only and will default to Invoice.

Customer - Select a Customer from the combo list box. Some of the fields, like Bill To, Ship To, Sales Rep, Currency, Ship Via, and Terms, are filled in with data based on the selected Customer.

Location - By default this will show the default location assigned to a user. You can select another location if necessary. Note that the list shows the active Company Location records only. If the Location you need is not in the list, you will have to add it to the Company Locations screen.

Invoice Date - This will default to the current system sate. This can be changed to whatever date the customer placed the invoice.

Post Date - This will default to the current system date. This can be changed to whatever date you want this to impact your GL accounts once posted.

Sales Rep - This field will display the default Salesperson of the selected customer. You can select another Salesperson from the combo list  if necessary. If the Salesperson is not in the list, you will have to add it to the Salesperson screen.

Currency - This field is used to assign a default currency for each Invoice. This will default to the set Currency on Company Preferences. You can still override the Currency if necessary. If the currency you need is not in the list you, will have to add it to the Currency screen.

Invoice No - This field is blank by default. A unique and system generated ID will fill in this field upon saving the new invoice.

Bill To - This area will display the details of the Customer Location assigned as a customer Bill To.

Ship To - This area will display the details of the Customer Location assigned as a customer Ship To.

Ship Date - This will default to the current system date. Use this field to enter the date you intend to ship the items.

PO Number - Enter in this field the Customer's Purchase Order number your customer provided to you for this order.

Ship Via - This field will display the default Ship Via of the selected customer. You can select another Ship Via from the combo list box if necessary. If the Ship Via you need is not the in the list, you will have to add it to the Ship Via screen.

Terms - This field will display the default Terms of the selected Customer. You can select another Terms form from the combo list box of necessary. Note that the list will active Terms only. If the Terms you need is not in the list, you will have to add it to the Terms screen.

Comments - Use this field to enter additional information about the invoice.

Grid Details:

Location - Select the same as the location field on the header area, but used to filter the items listed on the Item No combo list box.

Item No - Click the combo box button and select the correct item from the list. The combo list box will display the items available on the selected Location only.

Description - This field will display the description of the selected item.

UOM (Unit of Measure)- The field will display the default issue UOM of the Item Location. You can select a  new UOM if necessary. If the UOM you are looking for is not in the list, you will have to add it to the list of UOMs for that Item.

Ordered - This will default to 1.00. Enter the correct ordered quantity.

Shipped - This will default to 1.00. Enter the quantity that will be shipped to the customer.

Price - This will display the default Sale Price of the selected Item. You can update this if necessary.

Total - This is computed based on the value in Ordered, Discount, and Price field.

Bottom fields:

Subtotal - This field will display the total of all the line items entered in the grid.

Shipping - not yet implemented.

Tax - not yet implemented.

Total - This field will display the total of transaction which the customer owes you. This is the summation of Subtotal, Shipping, and Tax.