Purpose: You can perform the following actions on the Invoices page.
Invoice Actions:
• Select an Invoice for Review
Order Actions:
• Review and Enter Order Messages
• Review and Enter Customer Messages
• Review Refunds and Returns for the Order
• Review Recently Viewed Invoice Details
• Review Recently Viewed Order Line Details
For more information:
• Invoices for an overview of the Invoices page.
• Fields on Invoices for a description of the fields on the Invoices page.
The order receipt provides a single view of the shipments that have taken place for an order ship-to. The receipt does not list any activities that have reduced order totals, such as a return, an item entered with a negative quantity, or a credit applied after shipment; however, the current order totals listed on the receipt reflect these activities if they have occurred.
Select Print Order Receipt. The system displays a message indicating the order receipt has been printed. The Order Receipt is available to review and print on the Document Management (My Docs) screen in the Classic View of Order Management System.
Note:
• This option is available only if the Order Receipt Print Program (L46) system control value specifies a program and there are debit invoices currently displayed on the screen. The standard graphical program for printing order receipts is ORDERRECG. The standard non-graphical program for printing order receipts is ORDERREC.
• Selecting this option for a multi-recipient order generates a receipt for each ship-to that has had any shipments.
Select an Invoice link to advance to the Invoice Detail page.
Once you advance to the Invoice Detail page for an invoice, the link to the Invoice Detail page displays in the left-hand navigation pane under Recently Viewed Invoices as Invoice #, where # is the invoice number.
Note: You can have an Invoice Detail page open for each invoice associated with an order.
You can sort on any column in the Invoices table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.
Invoices first display on this page in descending invoice date, ascending invoice number sequence.
The Invoices page displays the first 15 invoice records for the order.
The page provides an entry field below the Invoices panel with the message Type to filter. You can further refine the invoices displayed in the Invoices Table by entering one or more search terms found in any of the fields displayed in that table.
Example: Enter credit. The displayed invoices include only those with a Type of credit. Next, enter the description of a payment method. Displayed results are now further restricted to invoices that are both credit invoices and that used the entered payment method.
Matching records need to contain the search term, but do not need to start with the search term. For example, both 123.45 and 23.45 are matches for a search term of 23.
Filtering is across all results: The filtering is not restricted to the invoices displayed on the first page of results. For example, if the only invoice matching your entry is on the second page of results, this invoice is displayed.
Additional information on filtering:
• Only fields displayed at the Invoices Table are available for filtering. For example, you cannot filter based on the item number that was billed.
• Filtering is not case-sensitive. For example, you can enter credit or CREDIT to display credit invoices.
• To filter based on invoice date, include the date delimiters. For example, enter 8/27 rather than 827 to filter for an invoice that billed on August 27.
• You can filter based on numeric fields to display partial matches. For example, if you enter 123, all invoices that include 123 in the invoice number, invoice total, or last four positions of the payment method are included in the search results.
Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.
In the page title banner, select the Add Order Message option or press CTRL + ALT + m to advance to the Add Message window.
In the page title banner, select the New Search option to advance to the Order Search (Search for Orders or Customers) page. The system clears all of the fields on this page so that you can enter new search criteria and perform a new search.
In the left-hand navigation pane, select the Order Summary option to advance to the Order Summary page for the current order.
In the left-hand navigation pane, select the Order Activity option to advance to the Order Activity page for the current order.
Review and Enter Order Messages
In the left-hand navigation pane, select the Order Messages option to advance to the Order Messages page.
Review and Enter Customer Messages
In the left-hand navigation pane, select the Customer Messages option to advance to the Customer Messages page.
Review Refunds and Returns for the Order
In the left-hand navigation pane, select the Returns/Refunds option to advance to Returns/Refunds page.
Review Recently Viewed Invoice Details
Once you advance to the Invoices page for an order, the link to the Invoices page displays in the left-hand navigation pane for the order under the title Recently Viewed Invoices as Invoice #, where # is the invoice number. Select the Invoice # option for the invoice you wish to review to advance to the Invoice Detail page.
The Recently Viewed Invoices title displays up to the last ten recently viewed invoices in reverse chronological order, with the most recently viewed invoice at the top of the list.
Review Recently Viewed Order Line Details
Once you advance to the Order Line Details page for an order line on an order, the link to the Order Line Details page displays in the left-hand navigation pane for the order under the title Recently Viewed Order Lines as Ship-To # | Line #, where Ship-To # is the order ship-to associated with the order line and Line # is the order line number. Select the Ship-To # | Line # option for the order line you wish to review to advance to the Order Line Details page.
The Recently Viewed Order Lines title displays up to the last ten recently viewed order lines in reverse chronological order, with the most recently viewed order line at the top of the list.
In the page title banner, select Unlock Order or press CTRL + ALT + u to process any remaining order updates and unlock the order so that it available for maintenance by another user.
Note: This option displays only if you have locked the order in the current session; it does not display if another user has locked the order.
For more information: See Maintaining an Order for more information about locking and unlocking an order.
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