Invoicing Shipments

You can use the O/E Order Entry screen or the O/E Shipment Entry screen to invoice goods as you ship them, or use the O/E Invoice Entry screen to invoice goods at any time. More...

To invoice one or more shipments using the O/E Invoice Entry screen:

1. Open Order Entry > O/E Transactions > Invoice Entry.
2. In the Invoice Number field, enter an invoice number, or leave *** NEW *** if you want Order Entry to assign a new number when you post the invoice.
3. In the Customer Number field, enter a customer number.

   Note: You can also use the options to the right to create a new customer, edit customer information, or find more information about the customer.

4. Select one or more shipments from which to create the invoice. More...

   • If you are invoicing a single shipment, enter the number in the Shipment Number field.

     Tip: To view shipment details, click View Shipment on the Shipment Number menu .

   • If you are invoicing multiple shipments, select the From Multiple Shipments option, and then click Create Invoice From Shipments on the From Multiple Shipments menu to select shipments on the O/E Create Invoice from Shipments screen. For more information, see O/E Create Invoice from Shipments Screen.

   Information from the shipments you specify appears on the O/E Invoice Entry screen, where you can review and edit it as necessary.

5. On the Invoice tab, review and edit general information for the invoice. More...

   1. Enter the invoice date and posting date (if different).

      Note: The posting date is the date you use for posting the transaction in General Ledger, and determines the year and period to which the transaction is posted.

   2. In the Default Location field, verify that the inventory location from which you shipped the items is selected.
   3. Review ship-to information for the invoiced shipment or shipments, and edit if necessary.
   4. Verify that the correct tax options are selected. For more information, see O/E Invoice Entry Screen.
   5. Enter a description and reference information for the invoice.

6. Review invoice details and edit if necessary. More...

   For each detail, you can edit the following information in the table:

   • Quantity invoiced
   • Unit price
   • Extended price
   • Discount percentage or discount amount
   • Ship-via method and tracking number
   • Customer item number
   • Comments and instructions

   Note: If you need to change tax information for a detail, use the O/E Detail Taxes screen, which you open by clicking the Edit icon in the Taxes column.

7. On the other tabs on the O/E Invoice Entry screen, review and edit information as needed. More...

   1. If you use optional fields, enter information on the Optional Fields tab.
   2. On the Customer tab, review payment terms and adjust any discounts or scheduled payments associated with the terms code.
   3. If you are invoicing several shipments, use the Sales Split tab to verify that the sale is allocated correctly. If the shipments used various sales splits, you must change the allocation manually.
   4. On the Rates tab, verify that exchange rate information is correct.
   5. On the Taxes tab, check the tax class and the tax registration number for the customer. If you are entering taxes manually, you can adjust the tax base and tax amount, if necessary.

      If the tax currency differs from the customer currency, you can enter a reporting tax amount or let the program calculate it automatically.

   6. On the Totals tab, check the totals for the invoice.
8. Post the invoice.

   Note: Before printing the invoice, you can specify whether backordered items and kit component items are included on the invoice.