19 Update Invoices for Payment

This chapter contains these topics:

• Section 19.1, "Reviewing Open Items"

• Section 19.2, "Updating Invoice Information"

To quickly change the pay status and due dates of your open A/R invoices, you can update them individually or update a group of invoices globally.

Navigation

From Accounts Receivable (G03), choose Manual Receipts Processing

From Manual Receipts Processing (G0312), choose Speed Status Change

When you update invoices for payment, the system updates the A/R Ledger table (F0311).

Figure 19-1 Speed Status Change screen

Description of ''Figure 19-1 Speed Status Change screen''

19.1 Reviewing Open Items

Before you update invoices for payment, you might want to review them. You can review open invoices for:

• A customer

• A parent account

• A business unit

• An individual invoice

• A statement

To review open items

On Speed Status Change

1. Complete one of the following fields:

   • Address Number

   • Parent Number

   • Document Number

   • Job or Business Unit

   • Statement Number

2. To further limit the information displayed, complete the following fields:

   • Net Due Date

   • Discount Due Date

   • Invoice Date

   • Pay Status

   • Document Type

   • G/L Offset

   • Currency Code

19.2 Updating Invoice Information

After you review open items, you can:

• Update an individual invoice

• Update a group of invoices

To update an individual invoice

On Speed Status Change

1. Change information in any of the following fields:

   • Pay Status

   • Payment Instrument

   • Discount Available

2. Choose the Detail function.

   Figure 19-2 Speed Status Change (Detail) screen

   
   Description of ''Figure 19-2 Speed Status Change (Detail) screen''
   
   

3. Change information in any of the following fields:

   • Alternate Payor

   • Net Due Date

   • Discount Due Date

   • Bank Type

   • Payment Term

   • Payment Instrument

   • Remark

To update a group of invoices

On Speed Status Change

1. To select the group of invoices you want to update, complete any of the following fields:

   • Address Number

   • Parent Number

   • Statement Number

   • Job or Business Unit

   • Statement Number

2. Complete any of the following optional fields:

   • Pay Status (From/To)

   • Net Due Date

   • Discount Due Date

3. Scroll to the last invoice.

   If you do not do this, the system only updates the invoices that appear on this and previous forms.

4. Choose the Update Status/Due Date function.

19.2.1 What You Should Know About

Topic	Description
Verifying the updated information	To verify your changes after you update a group of invoices for payment, locate the appropriate invoices.

19.2.2 Processing Options

See Section 103.1, "A/R Speed Release (P03114)" for more information.