Selecting invoices for shipping

This page allows you to search and select an invoice for shipping. If you know the category of the invoice and the number identifying the invoice that you want to ship, you can enter it directly. Tell me more

Select the “Add Shipping Details” link under the “Customer Direct 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 ship:

Invoice Category	Use the drop-down list box to select the category to which the invoice that you want to ship belongs. You can select from “Customer Direct Invoice” or “Customer Miscellaneous Invoice”. The system displays “Customer Direct Invoice” by default on launch of the page.
Invoice #	The number identifying the invoice that you want to ship (Alphanumeric, 18).

Select the “Ship Invoice” link provided along side to view the details of the invoice and ship it.

Enter the following fields in the “Search Criteria” group box to search for the invoice that you want to ship. Data entry in the following fields is optional.

Bill to Customer # From	The starting code in the range of codes identifying the customer on whom the invoice that you want to retrieve has been raised (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the invoice numbers that have bill to customers similar to the value entered here.
To	The ending code in the range of codes identifying the customer on whom the invoice that you want to retrieve has been raised (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the invoice numbers that have bill to customers similar to the value entered here.
User ID	The login ID of the user who has created the invoice that you want to retrieve (Alphanumeric, 30). The system displays the login ID of the user by default on launch of the page.
Ship to Customer #	The code identifying the customer to whom the material must be shipped (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the invoice numbers that have ship to customers similar to the value entered here.
Ship to ID	The code identifying the location to which the material must be shipped (Alphanumeric, 6). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the invoice numbers that have the ship to ID similar to the value entered here.
Shipping Point	Use the drop-down list box to select the code identifying the organization unit from which the material must be shipped. All the organization units that have been identified as “Shipping Points” and that have been mapped to the login organization unit will be available for selection in the ascending order. The system displays “All” by default on launch of the page.
Invoice # From	The starting number in the range of numbers identifying the invoice that you want to retrieve (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the invoices that are similar to the value entered here.

Note: The number entered in this field must be lesser than the value entered in the “To” field.

To	The ending number in the range of numbers identifying the invoice that you want to retrieve (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the invoices that are 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 details have been posted. All the finance books that have been deployed in the login organization unit will be available for selection in the ascending order.
Total Invoice Amount From	The starting amount in the range of invoice amounts for which you want to retrieve invoice (Decimal). The value entered in this field must be equal to or greater than zero.

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

To	The ending amount in the range of invoice amounts for which you want to retrieve invoice (Decimal). The value entered in this field must be equal to or greater than zero.
Invoice Date From	The starting date in the range of dates during which the invoice that you want to retrieve has been raised (Date Format). The system date is displayed by default on launch of the page.

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

Invoice Date To	The ending date in the range of date during which the invoice that you want to retrieve has been raised (Date Format). The system date is displayed by default on launch of the page.
Currency	Use the drop-down list box to select the code identifying the currency in which the invoice has been created. 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 the base currency of the company by default on launch of the page if it has been mapped to a “Customer Receivable accounts”.
Status	Use the drop-down list box to select the status of the invoice that you want to retrieve. You can select “Authorized”.

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

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

Invoice #	The number identifying the invoice.
Invoice Date	The date on which the invoice has been created.
Currency	The code identifying the currency in which the invoice has been created.
Total Invoice Amount	The total amount for which the invoice has been raised.
Bill to Customer #	The code identifying the customer on whom the invoice has been raised.
Ship to Customer #	The code identifying the customer to whom the material has been shipped.
Ship to ID	The code identifying the location to which the material has been shipped.
Finance Book	The code identifying the finance book in which the invoice details have been posted.
Status	The status of the invoice. It must be “Authorized”.
Shipping Point	The code identifying the organization unit from which the material is to be shipped.

To proceed, carry out the following

Select the “Add Details” link at the bottom of the page to add the shipping details.

Selecting invoices for shipping – An overview

Otherwise, you can carry out a search using the code identifying the customer to whom the material must be shipped, the code identifying the location to which the material must be shipped and code identifying the location from which the material will be shipped. You can also search by specifying a range of dates during which the invoice has been raised, a range of invoice amounts and a range of invoice numbers that you want to retrieve. You can also search by specifying a range for the codes identifying the customers on whom the invoice must be created. You can also search using the login ID of the user who has created the invoice, the code identifying the finance book in which the invoice details are posted and the currency in which the invoice has been created. The system retrieves all the invoice numbers that are in the “Authorized” status based on the search criteria that has been entered.