Sales Orders > Sales Invoice Query

Sales Invoice Query

You use this program to view detailed information on invoices and debit/credit notes created in the Sales Order module. It enables you to answer customer queries without having to reprint these documents.

Toolbar and menu

Field Description
Options  
Preferences Configures options that determine the level of detail displayed within the query.
Sequence View invoice information by invoice number, sales order number or customer code
Invoice Enter the invoice number to query.
Sales order Enter the sales order number for which to display the invoice information (if you are sequencing the query by sales order).
Customer Enter the customer code for which to display the invoice information (if you are sequencing the query by customer).

Preferences

Invoice Selection

Field Description
Invoice Selection  
Invoice from order Includes invoices created from normal sales orders in the query.
Dispatch invoice Includes dispatch invoices in the query.
Consolidated dispatch invoice Includes consolidated dispatch invoices in the query.
SCT Includes invoices created from Supply Chain Transfers in the query.
Dispatch SCT Includes dispatch Supply Chain Transfer invoices in the query.

Detail Lines Selection

Field Description
Detail Lines Selection  
Stocked detail Includes information for stocked order lines in the Detail Lines pane.
Non-stocked detail Includes information for non-stocked order lines in the Detail Lines pane.
Freight Includes information for freight change order lines in the Detail Lines pane.
Other charges Includes information for miscellaneous charge order lines in the Detail Lines pane.
Comments Includes comment order lines in the Detail Lines pane.
Include  
Consolidated lines for consolidated dispatch invoice Includes consolidated dispatch note lines in the Detail Lines pane.

General

Field Description
Default sales order query sequence  
Invoice Defaults to querying the information by invoice number.
Sales order Defaults to querying the information by sales order number.
Customer Defaults to querying the information by customer number.

Consolidated Dispatch Invoice Header

Column Description
RMA number

This indicates the Return Merchandise Advice number against the invoice.

The RMA number on an invoice is the RMA number that created the order and is displayed for an exchange, a cross shipment or a credit invoice. It is not displayed for the original invoice, because multiple RMAs can be created from a single invoice.

Detail Lines

Detail lines are included in the listview according to the Preferences indicated.

Customer Information

The heading for this pane changes to: Dispatch Customer Information when you view a Dispatch invoice and to Consolidated Dispatch Customer Info when you view a Consolidated Dispatch Invoice.

Column Description
Tax code This is only displayed when Tax by geographic area or USA tax by advanced geocodes option is enabled (Company Tax Options Setup).

Custom Form

This pane displays custom form information attached to the order.

Invoice custom form data is created when an Order or Dispatch invoice is printed (Document Print). It is taken from the Order custom form if the Save custom form for invoice reprinting is enabled for Sales orders (Sales Orders Setup) or from the Dispatch note custom form if the Save custom form for reprint is enabled for Dispatch notes (Dispatch Notes Setup).

Notes and warnings

Restrictions and limits

  • Cost and Profit values are only displayed when the Cost and gross profit in order totals option is enabled (Sales Orders Setup).

  • The Cost and Profit values in the Header panes is the cost /profit per the invoice (not the cost per line on the invoice) and is always updated using the stocking unit of measure. The reason is that there may be multiple items on an invoice, and the cost and pricing units of measure could differ for each line.

  • The period for which information can be queried for is determined by your entry at the Number of days to retain - Reprint file option (Sales Orders Setup).

Viewing considerations

  • The information for this query is generated from the following invoice reprint files:

    • Sales order invoices
    • Dispatch invoices
    • Consolidated Dispatch Invoices

  • The title of panes within this program changes to reflect whether you highlighted the Sales Order Invoice, Dispatch Invoice or Consolidated Dispatch Invoice panes.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.