---
title: "Header"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28384642/Header"
format: markdown
---
# Overview

Once a Customer transaction (Invoice, Order or Quote) hyperlink has been clicked, the** Header **section allows you to view customer charging information, despatch details and additional information about the selected transaction including the till number, who the order was taken by and the date and time of the order.

![image-20251021-061849.png](media://0c8931ef-98f4-4b5b-895a-1433a163aca2)

# Navigating the Header Section

For more information about each tab see below:

## 1. Charge Details

The **Charge Details **tab allows you to view basic transaction details.

![image-20251021-061930.png](media://8abebf52-7cb2-4f41-9fa5-773167d7da51)

 

<details>
<summary>For additional information on the Charge Details tab, click here.</summary>

> ℹ️ This tab initially displays the type of sale in upper case.
> ℹ️ 
> ℹ️ That is, **CASH SALE**, **INVOICE**, **CASH REFUND**, **CREDIT NOTE**, **QUOTE **or **SALES ORDER**.<span style="color: #ff0000"> </span>

| **Field** | **Description** |
| --- | --- |
| **Tran No.** | Auto populated. This is the unique transaction number assigned to the sale. <span style="color: #ff0000"> </span> |
| **Date** | Displays the date the sales transaction was created.<span style="color: #ff0000"> </span> |
| **Attachments**<span style="color: #333333">** **</span><span style="color: #333333">or </span>**Paperclip** | Click the **Attachments** icon to open the **Attachments **window and allows you to add any new attachments as required.<br>- Click the **Paperclip** icon to view existing files attached to the transaction.<br>> ✅ Refer to [Attachments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30529422) for more information. |
| **Ext Ref** | Displays the external reference for the transaction.<br>> ℹ️ For Invoices and Credit Notes click the edit > Macro (inline-media-image)
> ℹ️ 
> ℹ️ icon to open the **Update External Reference **window to edit the external reference field |
| **Sales Rep** | Displays the name of the Sales Representative assigned to this customer. |
| **Branch** | Displays the branch number that this transaction belongs to. |
| **Customer ID** | Displays the Customer's unique ID number. |
| **Trans Source** | Displays the source where the transaction was created.<br>- **Frameworks: **Orders created within Frameworks.
- **Web:** Orders created from a 3rd party web application, for example, your websites ecommerce.
- **tportal:** Order created within the Trade Portal.<br>> ⚠️ By default the **Trans Source **field is NOT visible. If you would like to add this field you will need to unhide this field via the [Site Customisations](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30531106) tabs in [Activity Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28392012).<br>For the <span style="color: #000000">**salesTransHeaderView **</span><span style="color: #000000">activity add the following site customisation:</span><br>![image](media://2d06c83e-2916-482d-aa1e-1f96fed86b0f)<br>> ✅ Refer to the [Site Customisations](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30531106) Administrators Guide for more information. |
| **Customer** | Displays the name and address of the customer.<br>> ℹ️ **Cash Sale** is displayed if no customer is linked to the transaction. |
| **Order Number** | Displays the customer's order number for the transaction.<br>![image](media://acb78a09-54f3-49eb-8fd7-968ce6e51661)<br>> ℹ️ For Invoices, Credit Notes, Cash Refunds and Cash Sales click the edit > Macro (inline-media-image)
> ℹ️ 
> ℹ️ icon to open the **Update Customer Order Number **window to edit the order number. Other transaction types can be edited in their applicable maintenance function. |
| **Total (Excl GST)** | Displays the total amount of the transaction,<span style="color: #ff0000"> </span>excluding GST. |
| **GST** | Displays the GST component of the transaction total. |
| **Total (Inc GST)** | Displays the total amount of the transaction, including GST. |
| **Paid** | Displays if any payments have been made on the transaction. |
| **Balance Owing** | Displays the remaining balance required to be paid for the transaction. |
| **Agreed Value** | Displays the **Agreed Value **price of the invoice.<br>> ⚠️ If [Interim Invoicing ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28400532) is enabled, the agreed value displayed is that of the final value, in the interim invoice header, as posted from the Interim Invoice queue. This may differ from the agreed value at the point the order is picked & released.<br>> ✅ Refer to the [Agreed Price Configuration](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383446) Administrator Guide for more information. |
| **Invoiced Value** | For *Invoice* and *Credit Note *transactions only, this is the total amount of the transaction, including the provisional or settlement discounts applied. |
| **Settlement Disc** | For *Invoice* and *Credit Note* transactions only, the [settlement discount](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28382446) value is displayed which is the total of all the discounts applied for the product line including provisional and settlement discounts. |
</details>

### The Charge Details Buttons

1. The **Print/Send** button enables you to print or email the transaction.

> ℹ️ Interim invoices have the **Print/Send** button disabled when viewed via the dashboard with a message displayed* "This invoice has not yet been processed - cannot print". *This is to stop customers from receiving invoices that may be later subject to change.

> ✅ Refer to [Printing, Emailing or Faxing Stationery from Frameworks](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30517140) for further information.

2. Click **Picking Enquiry** to open the **Pick Enquiry** screen. This read-only screen shows the picking status of sales orders and allows you to see product picking, bundle assignments, and stock locations. Order lines are grouped by status and bundle for easy tracking.

> ✅ Refer to [Pick Enquiry](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/45088836) for more information.

> ℹ️ If the system flag **FWPKENT** is disabled (Enterprise Picking not enabled), then this option is not available.

3. Click **Maintain **to maintain a quote or order that you have selected from the Customer Dashboard.
4. Click **Auditing **to go to the Audit Enquiry screen which will automatically populate the **Entity/Table**, **Company**, and **Transaction Number **fields, as per [Audit Enquiry](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28382696)
5. For Invoices, Credit Notes, Cash Refunds and Cash Sales, click **Postings **to view the selected transactions General Ledger postings/movements.
  
6. The **Print Delivery Summary** button will print a Delivery Summary to reflect the goods delivered for the selected transaction. This document is similar to a Delivery Docket but is not priced.

> ℹ️ A Delivery Summary template will need to be created.

7. Click the **Edit Header** button in the invoice header to modify specific invoice details without needing to credit and rebill the entire invoice. The **Update Invoice Header** window will appear with the following fields:
  - **External Reference: **Can be edited at any time, regardless of the invoice's outstanding balance.
  - **Customer Order #:  **Can be edited at any time, regardless of the invoice's outstanding balance.
  - **Job ID:** Can only be edited when the invoice's outstanding balance is NOT zero. When a Job ID is entered or selected, the corresponding Job name is displayed to the right of the field.

> ℹ️ **Notes: **
> ℹ️ 
> ℹ️ - When you change the Job ID, the system automatically retrieves and applies the payment terms from the selected job, which then updates the Due Date, Settlement Expiry Date, and any linked ar_tran records in the Current Transactions section. If the [AgeByDueDate](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13173958) system flag is enabled, customer age balances are also updated to reflect the new ageing.
> ℹ️ - The user must have the appropriate security permission ("**Can override payment terms**" ticked in User Maintenance) to successfully change a Job ID that would result in different payment terms or due dates.

## 2. Despatch Details

The **Despatch Details** tab, allows you to view despatch information about the transaction. 

![image-20251022-032751.png](media://3b6f939e-24f0-4ed1-80b5-57f33511f66b)


<details>
<summary>For additional information on the Despatch Details tab, click here</summary>

| **Field** | **Description** |
| --- | --- |
| **Delivery Date** | Displays the delivery date of the transaction. |
| **Job Id** | Displays the unique identifier for the job that an invoice is assigned to. |
| **Job Name** | Displays the name of the job. |
| **Deliver To** | Displays the address to deliver the product/s to. |
| **Instructions** | Displays any instructions regarding the delivery. |
| **Contact Name** | Displays the contact name for the delivery. |
| **Time Requested** | Displays the time the customer requested the delivery to be made. |
| **Picked By** | <span style="color: #333333">Displays the</span><span style="color: #ff0000"> </span><span style="color: #333333">user</span><span style="color: #ff0000"> </span><span style="color: #333333">who picked</span><span style="color: #ff0000"> </span><span style="color: #333333">the</span><span style="color: #ff0000"> </span><span style="color: #333333">transaction.</span> |
| **Despatched By** | Displays the person who despatched the sales transaction. <span style="color: #ff0000"> </span> |
| **No of Labels** | Displays the number of labels required to despatch the sales transaction. <span style="color: #ff0000"> </span> |
| **Despatch Method** | The despatch method used for the transaction. Despatch methods are unique to a customer's business. The Despatch Method field determines if a sale requires delivery. |
| **Consignment No** | Displays the delivery consignment number. <span style="color: #ff0000"> </span> |
| **Transport Co** | Displays the transport company who will be delivering the consignment <span style="color: #ff0000"> </span> |
| **Comments** | Displays any comments. |
| **Delivery Time** | Displays the time the product/s will be/has been delivered. The format is **ddmm** with no colon in between.<span style="color: #ff0000"> </span> |
| **Fixed Time** | Ticked if the delivery time is fixed and cannot be altered.<span style="color: #ff0000"> </span> |
| **Map Ref** | Displays the map reference for the delivery. |
| **Map Xref** | Displays the map cross-reference for the delivery. |
| **Delivery Area** | Displays the delivery area for the delivery. |
| **Type of Load** | Displays the type of load. |
| **Contact Phone** | Displays the contacts phone number for the delivery. |
| **Has Phoned** | Ticked if the customer has phoned about the impending delivery. |
| **Weight in Kg** | Displays the approximate weight of the delivery. |
| **Volume M3** | Displays the approximate volume of the delivery. |
| **Freight Cost** | Displays the freight cost for the delivery. <span style="color: #ff0000"> </span> |
| **Vehicle No.** | Displays the vehicle registration number for the delivery. <span style="color: #ff0000"> </span> |
</details>

## 3. More Data

The **More Data **tab allows you to view additional information about the customer's transaction.<span style="color: #333333"> </span>

![image](media://b6eed41e-7c3b-4b5b-905f-de9c59735a34)

The following link provides you with a screenshot and a description of the information displayed.  

 

<details>
<summary> For additional information on the More Data tab, click here</summary>

| **Field** | **Description** |
| --- | --- |
| **Time** | <span style="color: #333333">Displays the time the transaction was created.</span> |
| **Deliv No:** | <span style="color: #333333">Displays the Delivery number for the transaction. Transactions can be sent over multiple deliveries.</span> |
| **Auth By:** | <span style="color: #333333">Displays the user who gave credit authority for the transaction.</span> |
| **Driver Lic:** | <span style="color: #333333">Displays the customer's drivers license number if taken as a way of identification.</span> |
| **Process By:** | Displays the Frameworks User's Name of who processed the transaction. |
| **Rel By:** | <span style="color: #333333">Displays the user who released the transaction.</span> |
| **Inv Print** | Ticked if the sales transaction has been printed. |
| **Branch Tran** | Ticked if a branch transfer. |
| **Contract** | Displays the assigned contract if the customer has any. |
| **Till** | Displays the till no. used to process the transaction.<span style="color: #ff0000"> </span> |
| **Auth By** | Displays the Frameworks User's Name who authorised the transaction.<span style="color: #ff0000"> </span> |
| **Date Appr** | Displays the date the transaction was approved. <span style="color: #ff0000"> </span> |
| **Ord Taken By** | Displays the Frameworks User's Name who processed the sales invoice/order.<span style="color: #ff0000"> </span> |
| **Date Proc** | Displays the date the sales invoice/order was processed.<span style="color: #ff0000"> </span> |
| **Time Proc** | Displays the time the sales invoice/order was processed.<span style="color: #ff0000"> </span> |
| **Desp Meth** | Displays the despatch method used for the sales invoice/order. Despatch methods are unique to a customer's business. The Despatch Method field determines if a cash sale requires delivery. |
| **Credit Allow** | Ticked if this transaction is crediting all products from the original transaction. |
| **Reason for Credit** | If Credit applied, reason for credit displayed here |
| **Special Buy** | Ticked if special buy was used in this sales invoice/order. Special Buy-Ins allow a reduced cost negotiated with a Supplier to be carried through to the sales order so that the correct GP can be maintained and reported on for that sale. |
| **Date Voided** | Displays the date of the transaction when voided. |
| **Reason Voided** | Displays the reason why the transaction was voided. |
| **Signed By** | Displays the name of the person who took the Signature Pad signature at POS |
| **Signature Date/Time** | Display the Date and Time of the Signature Pad signature capture |
| **Terminated By** |  |
</details>

## 4. Text Invoice

Displays any free form text entered into the original sales order.

> ✅ Refer to [Enter free-form text into a Sales Order to print on an invoice instead of the product details](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30520234).