| Article Index |
|---|
| Product update 4.40.0.1 comming soon |
| Accounts Receivable |
| Accounts Payable |
| Payroll |
| Sales Order |
| Job Cost |
| Inventory Management |
| Core |
| All Pages |
Locate an Invoice using Customer Information - (similar to AR-1027)
Increase efficiencies by locating an Invoice with limited information, such as with the one unique piece of information that they will probably know - their phone number. If they have their customer number or Ship-to-Code, you can search on those as well. Using the Lookup Customization Wizard, build a quick and efficient search with personalized criteria, and establish a name for your Custom Lookup that you can use in the future.
Cash Receipts Entry- (similar to AR-1200)
From the Cash Receipts Entry window you can now easily locate the correct customer account by using an invoice number that may have been referenced. When the correct transaction is found, the Customer No. field is populated with the associated customer number. If the invoice is unpaid, or shows a balance, the Amount Received and Invoice No. fields, and related fields on the Lines tab are populated.
Search for Invoices by Lot or Serial Number - (similar to AR-1027)
You can now search for invoice transactions by lot or serial number from the Accounts Receivable Invoice History Inquiry and Sales Order Copy From windows. The system will search either the Item History or Invoice History file based on your selection in Accounts Receivable Options.
