--- title: "Interim Invoices Dashboard" canonical: "https://kb.myframeworks.com.au/space/FRAM/28409122/Interim%20Invoices%20Dashboard" format: markdown --- # Overview Interim invoicing allows for invoices, for Account customers only, to enter a hold state after being released, allowing time for minor changes (repricing, credits, etc.) and additions (new products and special buy-ins) to take place via the Interim Invoices dashboard. Each interim invoice remains in a hold state for a period defined by the **IntInvDel** integer setting. Once this period has elapsed, the invoice/s are picked up by the Scheduled Interim Invoice task and processed. Alternatively, individual interim invoices can be selected for immediate processing via the **Post Immediately** checkbox.  > ⚠️ The stock that is currently on an interim invoice is taken into account when stock is being frozen in a stocktake. # Accessing the Interim Invoices Dashboard To access the **interim Invoices Dashboard**, perform the following: 1. Click the **Frameworks Menu** and navigate to **Sales > Interim Invoicing > Interim Invoices** from the navigation tree. 2. Click **Find** to view all available interim invoices. > ℹ️ The **Branch** field defaults to the current session branch. # Navigating the Interim Invoices Dashboard Once you have opened the **Interim Invoices Dashboard** you can view and edit interim invoices waiting to be checked and posted. There are 2 main sections to the Interim Invoices Dashboard: > Macro (toc) ![image](media://c095862e-782e-4fd9-8eed-ab7a3f4911a5) ## 1. The Search Options In the **Search **options section, you can refine your search by: - Using the **Branch** drop-down menu and selecting a new branch number from the list. The default is your current home branch. - Using the **Order# **field enter the order number if known. - Using the **Customer Ref** field enter the customer reference number if known - Using the **Sales Rep **field enter the sales rep ID if known or click the **search icon** to open the finder. Once the search criteria are entered click > Macro (inline-media-image) . --- ## 2. The Result Grid The **Results Grid** section contains a list of Interim Invoices that match the search criteria. From the grid you can quickly view, sort and filter information related to the interim invoices.  - Click the **Order** hyperlink to open the interim invoice maintenance screen.
More information about the Results Grid, click here... | **Field** | **Description** | | --- | --- | | **Order#** | Displays the **Order Number** of the transaction before it is invoiced. Click the **Order** hyperlink to open the interim invoice maintenance screen. | | **B/O** | Displays the **Backorder** number of the order, if required. | | **Brn** | Displays the ordering **Branch Number **for the interim invoice | | **Customer Name** | Displays the **Customers Name** for the interim invoice. | | **Customer Home Brn** | Displays the **Customer Home Branch Number. ** | | **Released** | Displays the **Released** date of the order and when it became an interim invoice.
> ℹ️ This date is used by the **IntInvDel **system settings - flag. | | **Delivery Address** | Displays the **Delivery Address** for the order. | | **Customer Ref** | Displays any **Customer Reference** applied to the order. | | **Despatch Method** | Displays the **Despatch Method** code applied to the order on release of the order. | | **Sales Rep** | Displays the **Sales Rep's Id** for who was the sales representative on the order. | | **Printed** | The checkbox will be enabled when the interim invoice has been printed from the print option in the interim invoice maintenance screen. | | **Priced** | The checkbox will be enabled when the interim invoice has been marked as **Price Reviewed ** | | **Consolidation Required** | The checkbox will be enabled when a customer has **consolidate Interim Invoices **enabled and there are transactions requiring consolidation before they can be released. | | **Priced By** | Displays the **Frameworks User Id** of who marked the interim invoice as **Price Reviewed** | | **Total EXC** | Displays the **Total Value, excluding GST**, of the transaction before it is invoiced.
> ℹ️ At the bottom of the column is displayed the **Total **of all the amounts for the search results | | **Total INC** | Displays the **Total Value, including GST**, of the transaction before it is invoiced.
> ℹ️ At the bottom of the column is displayed the **Total **of all the amounts for the search results | | **Agreed Value** | Displays the **Agreed** **Value** of the transaction before it is invoiced. | | **Agreed Value Variance** | Displays the **Agreed Value Variance **between the total value and agreed value of the transaction before it is invoiced. | | **COP Number** | Displays the **Central Order number **linked to the sales order of the interim invoice. Click on the **COP Number **hyperlink to open the Customer Orders maintenance screen. | | **Operator Name** | Displays the **Operator Name.** |
--- # Additional Information > ✅ **Next**: Refer to the Interim Invoicing operator guides here: > ✅ > ✅ - [Add Products to an Interim Invoice](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523338) > ✅ - [Remove Returned Products from an Interim Invoice](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30515156) > ✅ - [Finalise an Interim Invoice](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30515182). > ✅ > ✅ Refer to the [Interim Invoice Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391226)screen for more information.
Related System Settings > ⚠️ **Important:** This functionality is driven by the feature codes **INT, INC, IND, **and **INZ. **Setup and configuration activities must be completed prior to using interim invoices. For more information, please contact [Support](https://kb.myframeworks.com.au/page/support). > ✅ Refer to [Interim Invoices - Setup and Configuration](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28400532) for more information.