Line ActionsAccounts Receivable Invoices can be generated automatically through the WorkPlace Project Billing routine. When creating or editing items on an Invoice, the active line will be highlighted. The fields that are displayed will vary based on installed modules and interfaces - and by individual user - depending on security.
Any Field with a red asterisk indicates that it is a required field and data must either be selected or entered by the user before they will be allowed to save the Invoice. User configuration in your environment determines which fields are required during Invoice entry.
Void
Type in or select from the Zoom Window a valid Customer for the Invoice.
Will default the current day the Invoice is created, can be modified if needed.
A system generated invoice number is assigned upon save based on the Next Invoice Number mask setup in System Settings. Users can also type in a value prior to save to assign a specific Invoice Number.
Will generate an Accounts Receivable transaction in the supported ERP.
Type in or select from the Zoom Window a valid Currency ID.
Type in or select from the Zoom Window a valid Currency Rate Type.
Status
The status of the Invoice, i.e. New, Submitted
Displays the total Invoice amount.
Optionally enter a PO Number reference for the Invoice. The PO Number will default from WorkPlace Project for Invoices generated through the Billing routine.
Optionally enter a Document number reference for the Invoice.
Select this box, then the Save button to remove the entered line from this Invoice.
Select a valid Project ID from the zoom window. If modified during System configuration, this field label may vary.
Select a valid Phase ID from the zoom window. If modified during System configuration, this field label may vary.
Select a valid Activity ID from the zoom window. If modified during System configuration, this field label may vary.
Select the item from the zoom window to be invoiced on the active line.
This field will automatically populate from the item selected, this field may be overwritten by typing into the field.
Enter the quantity to invoice.
Unit of Measure for the selected line.
Unit Price of the ordered item.
The total dollar amount for the selected line.
Will default the current day the Invoice is created, can be modified if needed.
Select a valid G/L Account number from the zoom window.
G/L Analysis Inv./Purch.
Based on the G/L account selected, and provided your GL Analysis Groups are set up, select a GL Analysis to use for the Invoice line.
Select a valid Location for the active line item.
Free form unlimited comment for the invoice.
Line Actions
