Field Definitions: MS Invoice Add Form

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

Restriction Options

Indicate which options to use as a restriction when pulling existing invoices into a batch for reprinting.

Location Group – Check this box if you only want invoices created using a single ‘sold from’ location group (indicated to the right of this field) pulled into this batch for reprinting. If not checked, all eligible invoices will be added to batch, regardless of location group.

From Location – Check this box if you only want invoices created using a single location (indicated to the right of this field) pulled into this batch for reprinting. If not checked, all eligible invoices will be added to batch, regardless of location.

Customer – Check this box if you only want invoices referencing a specific customer (indicated to the right of this field) pulled into this batch for reprinting. If not checked, all eligible invoices will be added to batch, regardless of customer.

Customer Job – Enabled only if the “Customer” option is checked, and a customer is specified.Check this box if you only want invoices referencing a specific customer job (indicated to the right of this field) pulled into this batch for reprinting. If not checked, all eligible invoices will be added to batch, regardless of customer job.

Customer PO# – Enabled only if the “Customer” option is checked, and a customer is specified.Check this box if you only want invoices referencing a specific customer PO# (indicated to the right of this field) pulled into this batch for reprinting. If not checked, all eligible invoices will be added to batch, regardless of customer PO#.

Invoice Date – Check this box if you only want invoices with a specific invoice date (indicated to the right of this field) pulled into this batch for reprinting. If not checked, all eligible invoices will be added to batch, regardless of invoice date.

Invoice # – Check this box to pull a specific invoice (indicated to the right of this field) into this batch for reprinting. If not checked, all eligible invoices will be added to batch, regardless of invoice number.

Location Group

Specify the location group (from IN Location Groups) to restrict by. Only invoices that were created using this ‘sold from’ location group will be added to the batch.

Specify the location group (from IN Location Groups) by which to restrict pulling invoices into batch. Only invoices that were created using this ‘sold from’ location group will be added to the batch.

From Location

Specify the location (from IN Locations) to restrict by. Only invoices referencing this ‘sold from’ location will be added to the batch. If you restricted by location group, this location must exist in the specified location group.

Customer

Specify the customer (from AR Customers) to restrict by. Only invoices referencing this customer will be added to the batch.

Customer Job

Enabled only if the “Customer” option is checked, and a customer is specified.

Specify the customer job to restrict by. Only invoices referencing this specific customer job will be added to the batch.

Customer PO#

Enabled only if the “Customer” option is checked, and a customer is specified.

Specify the customer PO# to restrict by. Only invoices referencing this specific customer PO# will be added to the batch.

Invoice Date

Specify the invoice date to restrict by. Only invoices with this invoice date will be added to the batch.

Invoice #

Specify the number of the invoice you want added to this batch.