Forms Used to Set Up Invoice Cycle Preferences

Form Name

Form ID

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Usage

Work With Preference Master

W40070C

Sales Order Advanced & Technical Ops (G4231), Preference Master

Review and select preference records, specifically for invoices.

Work With Invoice Cycle

W40315A

Select the cycle invoicing preference (15) on the Work With Preference Master form.

Review and select invoice cycle records.

Create an invoice cycle from the selected preference combination.

Preference Hierarchy Selection

W40073F

Click Add on the Work With Invoice Cycle form.

Select the preference combination for the invoice cycle that you create.

Invoice Cycle Calculation Rule

W40315F

Select a record and select Calc Rule (calculation rule) from the Row menu on the Work With Invoice Cycle form.

Create invoice cycle preferences.

Scheduled Invoice Date

W40315D

Select Scheduled Inv Dates (scheduled invoice dates) from the Form menu on the Invoice Cycle Calculation Rule form.

Add scheduled invoice date ranges.