Select Specific 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. This task is illustrated using the receipt entry form only.

Access the Receipt Entry or Draft Entry form.

This example shows the Select Invoices form.

To select specific 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 Select from the Form menu.

3. On Select Invoices, complete the necessary fields in the header area or in the QBE line and then click Find to load the open items that meet the search criteria.

   Note: The system does not display RU (unapplied receipt), R5 (deduction), and R1 (draft) invoice records. These records are not available for selection.

4. Select the invoice or group of invoices and click Select.

   The system marks the invoices that you select. Alternatively, you can select Select/Deselect from the Row menu or double-click the Document Number field to select or deselect the invoices for payment.

   You can select invoices from multiple customers. The system keeps track of the number of invoices that you select and the total amount of the selected invoices.

5. Click Close to load the selected invoices in the detail area of the Receipt Entry form.

   Note: The system displays the invoices in the order in which they were selected.If you set a processing option to use a default type input code, when the system loads invoices, it updates the TI field with the value that you specified in the processing option.