Selecting invoice for reversal

Selecting repair invoices for reversal

This page allows you to search and select a repair invoice for reversal. If you know the number identifying the invoice, you can enter it directly. Otherwise, you can carry out a search by specifying a range for the customer codes on which the invoice has been raised. You can also search by specifying a range for the invoice numbers, invoice dates and the invoice amounts. You can also carry out a search using the code identifying the finance book, the currency in which the repair order has been raised and the status of the invoice. The system retrieves the invoices based on the search criteria entered.

Select the “Reverse Invoice” link under the “Customer Repair Invoice” business component.

The “Select Invoice” page appears.

Enter the following fields if you are aware of the number identifying the invoice that you want to reverse:

Invoice #

The number identifying the invoice that you want to reverse (Alphanumeric, 18).

Select the “Reverse Invoice” link provided alongside to reverse the invoice.
Enter the following fields in the “Search Criteria” group box to search for the invoice that you want to reverse. Data entry in the following fields is optional.

Ref Doc # From

The starting number in the range of numbers identifying the repair order for the invoice you want to reverse (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that have been created for the repair orders that are similar to the value entered here.

Note: The repair order number entered in this field must be the same or less than the number entered in the “To” field.

To	The ending number in the range of numbers identifying the repair order for the invoice you want to reverse (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that have been created for the repair orders that are similar to the value entered here.
Ref Doc Type	Use the drop-down list to select type of the reference document associated with the invoice. The system defaults this field with “Customer Order”.
Invoice # From	The starting number in the range of numbers identifying the invoice you want to reverse (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that are similar to the value entered here.

Note: The value entered in this field must be the same or before the value entered in the “To” field.

To	The ending number in the range of numbers identifying the invoice you want to reverse (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that are similar to the value entered here.
Invoicing Stage	From the drop-down list box, select the invoicing stage of the invoice. The system displays the values: Interim, Final and All. The system retrieves the invoices that are in the stage as specified here.
Invoice Date From	The starting date in the range of dates during which the invoice you want to reverse was created (Date Format). The system date is displayed by default at the launch of the page. If you do not specify any date, the system considers 01-01-1900 as the start date of the range.

Note: The date entered in this field must be before the date entered in the “To” field..

To	The ending date in the range of dates during which the invoice you want to reverse was created (Date Format). The system date is displayed by default at the launch of the page. If you do not specify any date, the system considers system date as the end date of the range.
Status	Use the drop-down list box to select the status of the invoice. You can select from “Draft” or “Fresh”. The system displays “All” by default at the launch of the page.The system retrieves the invoices with the status specified here.
Invoice Amount From	The highest amount in the range of invoice amounts you want to reverse (Decimal). The value entered in this field must be greater than zero.

Note: The amount entered in this field must be the same or lesser than the amount entered in the “To” field.

To	The smallest amount in the range of invoice amounts you want to reverse (Decimal). The value entered in this field must be greater than zero.
Currency	Use the drop-down list box to select the currency of the invoice you want to reverse. All the currencies that have been mapped to the “Customer Receivable Accounts” defined in the “Create Receivables Account Definition” activity of the “Account Rule Definition” business component will be available for selection in the ascending order. The system displays “All” by default at the launch of the page.
Bill to Customer # From	The starting code in the range of codes identifying the customer of the invoice you want to reverse (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that have been created for the codes identifying the bill to customers similar to the value entered here.

Note: The value entered in this field must be the same or before the value entered in the “To” field.

To	The ending code in the range of codes identifying the customer of the invoice you want to reverse (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves and displays all the invoices that have been created for the codes identifying the bill to customers similar to the value entered here.
Finance Book	Use the drop-down list box to select the code identifying the finance book in which the invoice posting are made. All the finance books that have been mapped to the login organization unit will be available for selection in the ascending order if postings can be made in multiple finance books. If postings can be made in a single finance book, the book that has been set as default will be displayed.
User ID	The login ID of the user who created the repair invoice (Alphanumeric, 30). The system displays the login ID of the user by default on launch of the page.

Click the “Search” pushbutton to retrieve the search results.

Invoice #	The number identifying the invoice.
Invoice Date	The date on which the invoice has been created.
Currency	The code identifying currency in which the invoice has been created.
Total Invoice Amount	The total amount for which the invoice has been created.
Status	The status of the invoice. It could be “Draft”, “Fresh” or “Returned”.
	Draft – indicates a newly created invoice.
	Fresh – indicates a newly created invoice that can be authorized.
	Returned – indicates a newly created invoice that has been returned to the user who created it for modification.

Invoicing Stage	The stage of processing of the invoice, such as Interim or Final.
Ref Doc Type	The type of the reference document for the invoice, such as Customer Order.
Ref Doc #	The identification number of the reference document.
Bill to Customer #	The identification number of the bill to customer.
Bill to Customer Name	The name of the bill to customer.

Finance Book

The identification code of the finance book to which the invoice posting were made.