O/E Invoice Action Report Screen

Open Order Entry > O/E Reports > Invoice Action.

Click Close to close the screen.

Click Print to print the report to your usual print destination.

If you use Preview as your print destination, you can print or export the report from the preview screen in the following ways:

  • To print the report on your printer, click Print on the SAP Crystal Reports® menu bar.
  • To export the report to a file, click Export on the SAP Crystal Reports® menu bar. (You can select Crystal Reports, PDF, Excel, RTF, or CSV as the export format.)

These fields appear when you selectOrder Number in the Select By field. Use them to specify the range of order dates for orders you want to include in the report.

These fields appear when you selectShipment Number in the Select By field. Use them to specify the range of shipment dates for shipments you want to include in the report.

This option is available if you use Project and Job Costing. Select it if you are printing a detail report and you want to print contract, project, and category information for each detail.

This group of status check boxes appears when you select Order Number in the Select By field.

Select the statuses of orders that you want to include in the report.

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.

If you have a multicurrency system, specify whether to print amounts in the customer currency or your functional currency.

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.

Specify the main selection method and sorting order for the report—by order number or shipment number—and the range of order numbers or shipment numbers to include on the report.

Optionally, specify a secondary selection method and sorting order—by customer number or primary salesperson—and the range of customer numbers or primary salespeople to include on 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.

  • This report does not include job-related orders that use project invoicing. (After you post a shipment for a job-related order that uses project invoicing, that document is marked completed, and cannot be invoiced in Order Entry.)

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.
  • If you use Project and Job Costing, contract, project, and category information (if you are printing a detail report and select Include Job Details).