Field Definitions: JB Invoice Purge Form

The following is a list of field descriptions for the JB Invoice Purge form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Purge By

Indicate which option to use when selecting invoices for purge.

  • Contract – Select this option to purge invoices for the contract specified in the Contract field.

  • Customer – Select this option to purge invoices for the customer specified in the Customer field.

  • Bill Number – Select this option to purge invoices for the range of bill numbers specified in the Beginning Bill and Ending Bill Number fields.

  • Through Date – Select this option to purge invoices through the date specified in the Invoice Date field.

Contract

Specify the contract to purge invoices for.

Customer

Specify the customer to purge invoices for.

Bill Month

Specify the billing month to purge invoices for.

Beginning/Ending Bill #

Specify the beginning and ending in a range of bill numbers for purging.

Invoice Date

Specify the invoice date to purge invoices through.

Purge Invoices in Open Months?

Check this box to purge invoices with invoice dates in either an open or closed GL month.

Leave this box unchecked to purge invoices with an invoice date in a closed GL month.

Notes

Use this tab to enter any miscellaneous notes about this item. The space allowance is virtually unlimited.

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.