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Invoice Line Items View Buttons


The buttons in the Invoice Line Items view are enabled for the status shown in Table 25.

Table 25.  Button Availability per Status in the Invoice Line Items View
Button
Open
Cancelled
Delivered
PP
Paid
Credited
Closed
User Defined
Delivery
4
 
 
 
4
 
 
 
Cancel
4
 
 
 
 
 
 
 
Pay
4
4
4
4
4
 
4
4
Print
 
 
4
4
4
4
4
4
Insert Payment Record
4
 
4
4
 
 
 
4

Button behavior is also affected by the invoice type and status, as shown in Table 26. Notice in the table that the Type and Status are related by the T/S column. For example, the Cancel button is enabled when the Type is Receivable OR when the Status is Open.

Table 26.  Default Button Behavior for Invoice Line Items View
Button
Type
T/S
Status
Result
Delivery
Receivable
Payable
AND
Open
Paid
Button is enabled.
Cancel
Receivable
AND
Open
Button is enabled.
Pay
Payable
OR
Credited
Button is disabled.
Print
Receivable
Payable
 
Open
Cancelled
Button is disabled.
Insert Record
Payable
OR
Closed
Cancelled
Paid
Credited
Button is disabled.

The invoice status and the amount due together determine the subsequent status when you tap the Pay button. There are two possible cases:

For example, if the status of an invoice is Open, and the payment will leave an amount due of zero, the next status is always Paid.

The complete set of such relationships is shown in Table 27.

Table 27.  Invoice Status After Invoking the Pay Button
If Invoice Status Is . . .
and Invoice Total Due becomes . . .
Next Invoice Status is . . .
Delivered
0.00
Closed
Open
Paid
Partially Paid
Paid
User Defined
Closed
Delivered
> 0.00
Partially Paid
Open
Partially Paid
Partially Paid
Partially Paid
User Defined
Partially Paid

The Deliver button can be invoked from an invoice with a status of either Open or Paid. The subsequent status is shown in Table 28.

Table 28.  Invoice Status After Invoking the Deliver Button
Invoice Status
Next Invoice Status
Open
Delivered
Paid
Closed


 Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003