Selecting pack slip invoices for modification

This page allows you to search and select a pack slip invoice for modification. Tell me more

Select the “Manage Pack Slip/ Bill back Invoice” activity under the “Customer Direct Invoice” business component.

The “Select Invoice” page appears.

Select any one of the radio buttons:

Create Invoice	Select this radio button to create an invoice.
Edit Invoice	Select this radio button to modify an invoice.

Enter the following in the “Search Criteria” group box:

Invoice Type	Use the drop-down list box to specify the type of invoice that you wish to create or modify. You can select from the following options: Bill Back Invoice Pack Slip Invoice Part Sale Invoice Consignment Sales Invoice Note that the system lists the option “Bill Back Invoice” alone if the “Create Invoice” radio button is selected. By default the system displays the Bill back invoice in this field.
	In the editable field alongside, enter the number corresponding to the invoice type selected. The system retrieves all the invoices with numbers similar to the value entered here. Note that the system displays this field only if “Edit Invoice” radio button is selected.
Search on	Use the drop-down list box to select the basis on which you wish to search for an invoice. You can select from the below options: · Supplier · User ID · Bill To ID Bill to Id applicable only in Edit mode. Supplier based search is applicable only in Created Mode for Bill back Invoice alone.
	In the adjacent drop-down list box, select the Bill To ID for the customer number entered in the Customer # field. The system retrieves all the records with Bill To ID similar to the value entered in this field. Note that this field iIn the editable field alongside enter the supplier number / user name corresponding to the “Search On” item specified. The system retrieves all the records with supplier number / user name similar to the value entered in this field. s displayed only for Bill To ID.
	In the editable field alongside enter the supplier number / user name corresponding to the “Search On” item specified. The system retrieves all the records with supplier number / user name similar to the value entered in this field.
Customer #	The number identifying the customer / The number identifying the customer against whom the invoice is raised. Help facility available
Ref. Document	Use the drop-down list box to select the reference document based on which you wish to perform the search. Purchase Order – Select this option if you wish to retrieve only purchase order details. Note that the system lists this option only if “Bill Back Invoice” is specified as the “Invoice Type”: Part Sale Order – Select this option if you wish to retrieve only part sale order details. Note that the system lists this option only if “Part Sale Invoice” and "Consignment Sales Invoice" are specified as the “Invoice Type” while in edit mode. Pack slip - System will lists this option if the invoice type is selected as ‘pack slip’ By default the system displays the purchase order in this field.
	In the adjacent editable field, enter the number corresponding to the reference document selected. The system retrieves all the records with purchase order / part sale order similar to the value entered in this field.
Ref. Doc. Date	The starting date in the range of date of the reference documents based on Invoice Type from which records must be retrieved.
	End date is the current system date and start date is the current date of previous month.
Sys. Billable?	Use the drop-down list box to specify if you wish to retrieve billable or non-billable purchase orders. The system lists the options “Yes” or “No”. Note that this field is displayed only in “Create Mode”. Applicable only for Purchase Order By default the system displays “Yes” in this field.
Addl. Reference	Use the drop-down list box to specify additional reference based on which reference document can be retrieved. The system lists the option “Supplier Invoice” if “Purchase Order” is selected as the Ref. Doc. Type. Issue’ and ‘Shipping Note’ will be listed if the Ref. Document is selected as ‘Part Sale Order’
Addl. Ref. Date	The starting date in the range of the Additional Reference document date from which records must be retrieved..
Addl. Ref. Date To	The ending date in the range of the Additional Reference document date until which records must be retrieved.

Click the “Search” pushbutton to retrieve all purchase documents created with in the specified date range as per the search criteria is displayed in the multiline.

The system displays the following fields in the “Search Results” multiline:

Ref. Document	The reference document which could be Purchase Order aracter. The system retrieves all the invoice numbers that have bill to customers similar to the value entered here.
Ref. Doc. #	The number identifying the reference document.
Ref. Doc. Date	The date of the reference document.
Addl. Reference	The additional reference document.
Addl. Ref. #	The number identifying the additional reference document.
Addl. Ref. Date	The date of the additional reference document.
Customer #	The number identifying the customer on whom the Ref. document is raised.
Supplier #	The number identifying the supplier – Applicable only for ‘Purchase Order’
Add. Ref. Value	Unbilled value of the Additional reference document for which the bill back invoice is noy yet generated.
Addl. Ref. Currency	The currency of the additional reference document.
Sys Billable?	Indicates whether the purchase order is billable, which could be “Yes” or “No”.

Enter the following field in the “Search Results” multiline:

The system displays the following in the “Search Results” multiline based on the search criteria entered:

Billable?

Use the drop-down list box to Specify if the Bill back invoice is not required for particular record

Note that the system lists only the “No” option in this field if the Invoice Type is “Bill Back Invoice”.

By default the system leaves this field blank.

Note: Ensure that atleast one record is selected in the multiline

Select the “Manage Invoice” link at the bottom of the screen to create a bill back invoice.
Click the “Save” pushbutton to indicate that invoice is not required for a particular Purchase Order.

Selecting pack slip invoices for modification – An overview

This page allows you to search and select a pack slip invoice for modification. you can carry out a search based on the code identifying the currency in which the invoice has been created, the code identifying the finance book in which the invoice details are to be posted, the organization unit from which the material has to be shipped and the login ID of the user who has created the invoice. You can also search by specifying a range of codes identifying the customer on whom the invoice has been raised. You can specify invoice number, the dates on which the invoices have been created and the total amount of the invoice. The system retrieves all the invoices based on the search criteria entered.

This page also allows you to delete multiple invoices that are not required. The status of the invoice after deletion is updated as “Deleted”. The system stores the login ID of the user and the system date along with the modified details.