--- title: "Invoice Enquiry" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31101294/Invoice%20Enquiry" format: markdown --- Refer to the following for further information: Find by customer Find by Invoice Number Search by Invoice Number Find by Product Number Search by Product Number Find by Cust Order Number Invoice Detail Enquiry Invoice Archive Enquiry Find by Customer Goal: In this lesson you will learn how to search for the required invoice by customer. Steps: 1. From the 'Main Menu' select options - 'Accounts Receivable' - 'Invoices & Statements' - 'Invoice Enquiry' - 'Find by Customer' . 2. The first screen will display an alphabetical list of customers to choose from. If required you can make the search numeric by pressing the right arrow key as prompted. You can also key the customer number directly, key part of the customers name or search on a particular account type to narrow down the search. For more information please see Customer Search . 3. Once the customer has been selected the screen will display the customer details and prompt for a date range to enquire upon. Key the date up to which you wish to enquire upon. 4. The next screen will list the selected customer invoices up to and including the date specified. 5. Select the required invoice press . 6. For more information refer to the topic Invoice Detail Enquiry . Review: You can now: · Enquire on invoices using 'Find by Customer'. Find by Invoice Number Goal: In this lesson you will learn how to find the required invoice when you know the invoice number. Steps: 1. From the 'Main Menu' select options - 'Accounts Receivable' - 'Invoices & Statements' - 'Invoice Enquiry' - 'Find by Invoice Number' . 2. The first screen allows you to input the invoice number. Key the number for the invoice to be enquired upon and press . 3. If there was more than one release for the selected invoice number, i.e. some items were backordered, the next screen will prompt for the required release of the invoice. 4. Select the required invoice and it will then appear on the screen. For more information, refer to the topic Invoice Detail Enquiry Review: You can now: · Enquire on invoices using 'Find by Invoice Number'. Search by Invoice Number Goal: In this lesson you will learn how to search for the required invoice by invoice number. Steps: 1. From the 'Main Menu' select options - 'Accounts Receivable' - 'Invoices & Statements' - 'Invoice Enquiry' - 'Search by Invoice Number' . 2. A list of all available invoices will be displayed in invoice number sequence. Select the required invoice and press . 3. Once selected, the invoice detail will be displayed. For more information, refer to the section Invoice Detail Enquiry . 4. Sort . This function gives you the ability to change the sort sequence of the records displayed. Pressing/Clicking will toggle the browser to display records in either ascending or descending order sequence. Review: You can now: · Enquire on invoices using 'Search by Invoice Number'. Find by Product Number Goal: In this lesson you will learn how to search for an invoice by customer number and product number. Steps: 1. From the 'Main Menu' select options - 'Accounts Receivable' - 'Invoices & Statements' - 'Invoice Enquiry' - 'Find by Product Number' . 2. You are then presented with a screen with the following fields: Customer No: Key the customer for whom you want to find the invoice. search is available if required. Product No: Key the product number on the customer's invoice. search is available if required. Check Previous: If the 'InvSaveAlt' flag = 'yes', then when a product is renumbered it will save the previous product code. If this is the case, this field will be accessible and if you answer 'yes' then the program will check for previous product ID's. 3. A list of all the invoices for the specified customer, and product will then appear on the screen. 4. Select the required invoice and press . The detail for the selected invoice will now appear on the screen. For more information, refer to the section Invoice Detail Enquiry . 5. F8 Sort . This function gives you the ability to change the sort sequence of the records displayed. Pressing/clicking will toggle the browser to display records in either ascending or descending order sequence. Review: You can now: · Enquire on invoices using 'Find by Product Number'. Search by Product Number Goal: In this lesson you will learn how to search for an invoice by product number. Steps: 1, From the 'Main Menu' select options - 'Accounts Receivable' - 'Invoices & Statements' - 'Invoice Enquiry' - 'Search by Product Number' . 2. A list of all invoiced products will be displayed for you to choose from. Each product listed will have an invoice number attached to it. Select the required product/invoice and press . 3. The detail for the selected invoice will then be displayed on the screen. For more information, refer to the section Invoice Detail Enquiry . Review: You can now: · Enquire on invoices using 'Search by Product Number'. Find by Customer Order Number Goal: In this lesson you will learn how to search for an invoice for which you know the customer order number. Steps: 1. From the 'Main Menu' select options - 'Accounts Receivable' - 'Invoices & Statements' - 'Invoice Enquiry' - 'Find by Customer Order Number' . 2.The first screen allows you to input both the customer number and the customer order number that you are searching for. 3. If there is more than one invoice for the customer with that particular order number, those invoices will be listed for selection. 4. The detail for the selected invoice will then be displayed on the screen. For more information, refer to the topic Invoice Detail Enquiry . Review: You can now: · Enquire on invoices using 'Find by Customer Order Number'. Invoice Detail Enquiry Goal: In this lesson you will learn how to view the invoice detail, once the required invoice is selected. Steps: 1. Press the to scroll through the invoice detail if there is more than one page of information. Purch. Ord If any purchase orders were linked to the customer order, press/click to display the relevant details for those items that were on order. Details shown include purchase order number, supplier code, qty ordered, qty received and when received etc. Costs Press/click to show the invoice cost, sell, markup, GP% and GST associated with each product on the invoice. Print Once the invoice detail is displayed on the screen, the option to print the invoice will become available. To print the invoice, press/click y. The next screen will allow you to streamline the printing process: Show unit prices: Key 'yes' to print product prices on the invoice. If NO then only a Total Price will print. Worksheet Format: Key 'yes' to print the invoice in a worksheet format. Key 'no' to print the invoice in your normal invoice format, i.e on invoice stationery. Print All Comments: If 'yes' all order line comments will print regardless of the print flag on individual order lines. If 'no' only those comments that have been individually flagged to print on the order will print. Invoice Type: Key a valid invoice type. Valid types are: · D to print a full detail invoice, i.e. all products and quantities on the order. · S to print a section summary invoice, i.e. the extended price of each section within a delivery. · J to print a Job total invoice, i.e. the total price of the Job. Use NuVu Output: The default for this field will depend on your branch NuVu setting for Invoice Stationery. If you always print NuVu invoices it will default to 'yes' and will not be changeable. If you never print NuVu invoices it will default to 'no' and will not be changeable. If you sometimes print NuVu invoices it will default to 'no' but may be changed to 'yes'. If 'no' then your normal invoice format will print. If 'yes' then your NuVu format will print. Send Invoice By Fax?: You may send this invoice to the customer's fax machine by saying 'yes' to this field. If 'yes' you will proceed to the next field. If 'no' then you will be prompted to select the required Printing Options . Confirm Fax Number: This field will default with the fax number defined for the customer on the invoice, but may be over-ridden if required. More Data Pressing/clicking displays more data stored about this transaction. If the transaction needed credit approval, the name of the user who authorised the transaction will be displayed in the Authorised By field. More Detail Pressing on a particular line of the invoice will show the full description of the line including extra comments added and also timber lengths if a tally screen was used on the product. Also shown is the quantity, line cost & sell, line GST, etc. Note that the Contract Vol/Disc field displays the contract quantity break used for the pricing, not the quantity on the actual invoice. If the contract pricing rule for the product was Discount, the discount percentage will also be displayed. Review: You can now: · Enquire on invoices and view linked purchase orders, costs and other details. · Print the invoice from the enquiry program using various output formats. Invoice Archive Enquiry Goal: In this lesson you will learn how to view invoices once they have been moved to the archive file. Steps: This program is very similar to the Invoice Enquiry program. The difference between the two is that the Invoice Enquiry program enquires on invoices by using the current invoice file. The Invoice Archive Enquiry program looks into the archive file, allowing you to enquire upon any old invoices that are being held in the system. The enquiry may be run by customer, invoice or product. Review: You can now: · Enquire on invoices that have been moved out of the current file to the archive file.