O/E Invoice Action Report Screen
Fields and controls
Order Date (From / To)
These fields appear when you select Order Number in the Select By field. Use them to specify the range of order dates for orders you want to include in the report.
Include Orders
This group of status check boxes becomes available when you select Order Number in the Select By field.
Select from the following statuses of orders that you want to include in the report:
- Partially Shipped
- Fully Shipped
- Not Invoiced
- Partially Invoiced
- Fully Invoiced
Note: You must select at least one Shipped status (such as Fully Shipped) and one Invoiced status (such as Partially Invoiced) before printing the report.
Print Amounts In
If you have a multicurrency system, specify whether to print amounts in the customer currency or your functional currency.
Report Type
Specify whether to print a detail report or a summary report. The summary version of the report does not list item details for the order.
Shipment Date (From / To)
These fields appear when you select Shipment Number in the Select By field. Use them to specify the range of shipment dates for shipments you want to include in the report.
Overview
Print the O/E Invoice Action report to find out whether orders have been partially or fully invoiced, and to print the current amounts remaining to be invoiced. This report ensures that all products shipped to customers are properly invoiced in a timely manner.
Information Printed on This Report
Depending on the options you select, the report can list:
- Orders for a range of order or shipment numbers, also sorted for ranges of customer numbers, salespeople, and order or shipment dates.
- Orders fully shipped, partially shipped, fully invoiced, partially invoiced, or never invoiced.
- Order and customer information, including the primary salesperson associated with each order.
- Detailed information about items and miscellaneous charges for each order (if you select Detail as the report type).
- Invoiced shipments (if you select Fully Shipped and Fully Invoiced in the Include Orders area).
- Amounts in customer currency or functional currency.
- The total amount of all orders listed, and the total amount shipped but not invoiced for all orders listed.