AR Invoices for Customer

Exploring

This program lets you view details of customer invoices and their corresponding payments. Debit and credit notes posted against the customer's account are also displayed.

Things you can do in this program include:

  • Indicate whether to exclude or include payments made when viewing the invoice details.

  • Selectively maintain information for an invoice, debit note or credit note.

  • View settlement discount note details.

  • View details of foreign invoice values that were converted to local currency.

  • View details of multi-currency payment made against an invoice.
  • View order details and proof of delivery details for an invoice.
  • Locate a specific customer for which an invoice was created.

This program cannot be run standalone. It is accessed from programs located in various SYSPRO modules.

  • Customer Query (from the Invoices & Payments function).
  • AR Payments and Adjustments (from the Customer Invoices function of the Invoices Details pane).
  • Sales Order Entry (from the Invoices function of the Customer Information pane).

Topics

Electronic Invoicing

Setup programs

Proof of Delivery

AR Invoice Terms

Processing programs

AR Payments and Adjustments

Sales Order Entry

Query programs

SO Browse on SO Lines

AR Find Customer for Invoice

Other programs

Notepad

Browse programs

Browse on Customers

Starting

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program). Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

Controls access to the maintenance of customer invoices in the AR Invoices for Customer program.

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

You can restrict operator access to functions within a program using passwords (configured using the Password Definition program). When defined, the password must be entered before you can access the function.

This password restricts access to maintaining entries in the AR Invoices for Customer listview. It is requested once only during a run of the AR Invoices for Customer program.

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > History > Financials > Accounts Receivable

  • Zero balance invoices

Solving

The Exchange Rates and Payment Exchange Rates functions are only enabled for foreign currency customers.

You can only view this if a settlement discount credit or debit note was created at time of invoice payment.

Retained invoices are only displayed if you are retaining zero balance invoices for more than one month.

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

Referencing

This displays the Invoice Maintenance window where you can maintain invoice details for the currently highlighted entry.

This lets you maintain multimedia attached to the currently highlighted line

This loads the SO Browse on Sales Invoices program so that you can view detail line information for the order linked to the currently highlighted invoice.

This loads the Proof of Delivery program so that you can view and maintain proof of delivery information for the invoice.

This lets you view details of the foreign invoice value converted into local currency (only enabled for foreign currency customers).

This lets you view the local equivalent paid when a multi-currency payment is made against an invoice (only enabled for foreign currency customers).

This lets you view the settlement discount note details (only applicable if a settlement discount credit or debit note was created at time of invoice payment).

This lets you view invoices for a different customer.

This clears any selections that you've made in fields, deselects check boxes that have been ticked and restores radio groups to their default option.

This option is used when switching between customers.

This refreshes the invoices displayed in the Customer Invoices listview based on the options and criteria you define here.

Field Description
View invoices and payments in

This displays details of customer invoices, excluding any payments made.

This displays details of customer invoices, together with any payments made.
Customer invoice selection

Indicate whether you want to display all or a specific range of invoices associated with the customer according to the filter options that you've defined.

Selecting Range enables the From invoice and To invoice fields.
From invoice

Indicate the first invoice in the range of invoices that you want to display on the listview.

Selecting the browse icon loads the AR Find Customer for Invoice program so that you can locate a specific customer for which an invoice was created.
To invoice

Indicate the last invoice in the range of invoices that you want to display on the listview.

Selecting the browse icon loads the AR Find Customer for Invoice program so that you can locate a specific customer for which an invoice was created.
Display retained invoices

This includes zero balance invoices that have been retained since the last month.

You can define how many months to retain zero balance invoices at the Zero balance invoices setup option (Setup Options > History > Financials > Accounts Receivable).
Display zero balance current This lets you include zero balance invoices where the current balance became zero in the current month.

This displays the invoices currently defined for the selected customer.

Select this to display the next number of records indicated in the Rows drop-down.

This is only enabled if the number of records displayed in the listview is less than the value in the Rows drop-down.

This indicates the number of records that you want to display in the listview.

Ensure that you select the More Lines option once you've indicated your preference.

This loads the Invoice Filter Options pane where you can filter the invoices on the listview.

This window is displayed when you select the Change option from the toolbar.

Column Description
Invoice details  
Terms code

This lets you select the invoice terms using the Browse on AR Invoice Terms program.
Dunning group This lets you select the dunning group using the Browse on Dunning Groups program.

E-invoice status

This lets you manually change the status of the electronic invoice.