Standard Billing - Add a New Value Page

Invoice

When you enter a new bill online, you can accept the NEXT system-assigned invoice number or you can manually assign invoice numbers. To manually assign invoice numbers, select the User Definable - For New Bills check box on the Invoice Number page. System edits ensure that you assign a unique number to the invoice when you save the bill.

Bill Type Identifier and Customer

If you populate both these fields, the system uses this information to populate required fields on the Standard Billing - Header page with default values when you click the Add button. If you do not populate these fields on the search page, the system takes you to the Standard Billing Header Info 1 page, where these fields are required.

Invoice Date

Enter the date of the invoice. If the Billing installation option Use Invoice Date as Identifier Look Up Date is selected, the invoice date will be used as the effective date for identifier lookup. If this option is not selected, the current date is used as the identifier effective date.

Accounting Date

Enter the date when the transaction is recognized on the accounting books. The accounting date for an item is normally the invoice date.

The accounting date will be used as the effective date for valid values of accounting information used on the invoice. If no date is entered then the invoice date is used as the effective date. If invoice date is not entered, then current date is used as effective date.