Field Definitions: SM Invoices Form

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

Invoice Status

Indicate the status of invoices to display in the grid.

  • Invoiced - Select this option to display only those invoices that have been processed and sent to Accounts Receivable. These invoices will have a status of "Invoiced" in the Invoices grid of SM Customers, SM Service Sites, and SM Work Orders.

  • Pending Invoice - Select this option to display only those invoices that have not been processed and sent to Accounts Receivable. These invoices will have a status of "Pending Invoice" in the Invoices grid of SM Customers, SM Service Sites, and SM Work Orders.

Click Search when you are ready to filter the invoices displayed in the grid based on your selected criteria.

Delivery Status

This field is enabled only when the Invoice Status field is set to Invoiced.

Indicate the delivery status of invoices to display in the grid.

  • All - Select this option to show all invoices meeting the search criteria, regardless of their delivery status.

  • Delivered - Select this option to display all invoices meeting the search criteria that have already been delivered.

  • Not Delivered - Select this option to display all invoices meeting the search criteria that have not been delivered.

Note: Selecting All or Delivered enables the Delivered Date fields, allowing you to filter by delivered date range. Selecting Not Delivered disables the date fields.

Click Search when you are ready to filter the invoices displayed in the grid based on your selected criteria.

Bill To Customer

Enter the "bill to" customer by which to restrict invoices displayed in the grid. All invoices posted to this "bill to" customer and meeting all other selection criteria will display in the grid.

Leave blank if not restricting by "bill to" customer. Grid will display all invoices meeting selection criteria, regardless of their associated "bill to" customer.

Click Search when you are ready to filter the invoices displayed in the grid based on your selected criteria.

Service Center

Service Center field on the SM Invoices form.

Enter the service center for invoices to display in the grid. Press F4 to select from a list of valid service centers.

Leave blank if not filtering by division.

Division

Division field on the SM Invoices form.

Enter the division for invoices to display in the grid. Press F4 to select from a list of valid divisions.

Leave blank if not filtering by division.

Invoice Number

Enter the number of the invoice to print or preview.

Note: If you use the same invoice number on multiple invoices, the grid will display all invoices using this number that meet all other selection criteria.

Leave blank if not restricting by invoice number. Grid will display all invoices meeting selection criteria, regardless of their invoice number.

Click Search when you are ready to filter the invoices displayed in the grid based on your selected criteria.

Invoice Date: Beginning

Enter the beginning date in a range of invoice dates by which to filter invoices displayed in the grid. All invoices created on or after this date and meeting all other selection criteria, will display in the grid.

Note: This field initially defaults a date that is one year prior to the current date (e.g., if today's date is 07/01/11, the date will default as 07/01/10). Due to the extensive number of invoices that may exist in the system, limiting the invoices displayed upon initial entry to this form using this date allows for quicker refresh time.

Click Search when you are ready to filter the invoices displayed in the grid based on your selected criteria.

Invoice Date: Ending

Enter the ending date in a range of invoice dates by which to filter invoices displayed in the grid. All invoices created on or prior to this date and meeting all other selection criteria, will display in the grid.

Click Search when you are ready to filter the invoices displayed in the grid based on your selected criteria.

Delivery Date: Beginning

This field is enabled only when the Delivery Status is All or Printed and the Invoice Status is Invoiced.

Enter the beginning date in a range of delivery dates by which to filter invoices displayed in the grid. All invoices delivered on or after this date and meeting all other selection criteria, will display in the grid.

Click Search when you are ready to filter the invoices displayed in the grid based on your selected criteria.

Delivery Date: Ending

This field is enabled only when the Delivery Status is All or Printedand the Invoice Status is Invoiced.

Enter the ending date in a range of delivery dates by which to filter invoices displayed in the grid. All invoices delivered on or prior to this date and meeting all other selection criteria, will display in the grid.

Click Search when you are ready to filter the invoices displayed in the grid based on your selected criteria.

Select

Select this check this box to include this invoice when previewing invoices or when creating an invoice session for editing and processing invoices.

Leave this check box unselected if you do not want to preview this invoice or include it in an invoice session for editing and processing.

Note: You can check or uncheck this box for all invoices in the grid at one time using the Select All or Unselect All buttons, respectively.