Loading All Open Invoices for a Customer

The task to select open invoices is the same regardless of whether you select Standard Receipts Entry or one of the draft entry programs.

Access the Receipt Entry or Draft Entry form.

To load all open invoices for a customer:

1. Follow the steps to enter an unapplied receipt or an unapplied draft.

2. On Receipt Entry or Draft Entry, select Load from the Form menu.

3. On Load Invoices, complete either the Company or Payor fields if necessary and click OK.

   The system loads only those invoices for the company that you specify. Enter * to load all invoices for all companies.

   Note:

   In the detail area of the Receipt Entry or Draft Entry form, the system loads all open invoices in order by due date. You can continue to load invoices for other customers, if necessary.

   If you set a processing option to use a default type input code, when the system loads invoices, it populates the TI field with the value that you specified in the processing option.

   The system does not load RU (unapplied receipt), R5 (deduction), or R1 (draft) invoice records.