Using the Invoice Builder

The Invoice Builder is a form that allows you to generate and print invoices for CO shipments and returns in multiple target sites from a base site crossing a multi-site intranet.

Prerequisite setup:

  • If desired, specify a builder invoice prefix on the Order Entry Parameters form.
  • Set up rules on the Replication Rules form for the Invoice Builder category. The Invoice Builder base site (login site) and the target sites must all be replicating the Invoice Builder replication category to each other.

To generate and print an invoice or credit memo with the Invoice Builder:

  1. On the Invoice Builder form, specify a customer in the Customer field. If you leave the field blank, all customers are returned.
  2. In the Type field, specify Invoice or Credit Memo. If you choose Invoice, shipped but not invoiced customer order lines/releases are displayed. If you choose Credit Memo, returned but not invoiced customer order lines/releases are displayed.
  3. In the Invoice Type group box, select the options for the types of invoices you want to include.
  4. You can use the grid to make selections, or use the Additional Selection tab to make selections for a larger number of records. If you use the Additional Selection tab, click the Select Matching CO button to see the desired selections in the grid.
  5. Use the Print tab to customize further. You can also set reprint criteria on this tab.
  6. Click Process.
Related topics
Invoice Builder Overview