Show Sales Order Invoices Fields
This section describes the fields and actions on the Show Sales Order Invoices workspace.
Card Part Fields
Field | Description |
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Invoice or Credit Memo Number | This field displays the identification number of a sales invoice or credit memo, which is allocated automatically by Maconomy and cannot be modified. |
Customer Name | This field displays the name of the customer to whom the items were delivered or who returned the items in credit memo. |
Customer Number | This field displays the customer identification number. |
Card Part Actions
Button | Description |
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Click this icon to refresh data in the current workspace. | |
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Click to display the list view. Click to display the detailed view. |
Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
Revert | Click this action button to undo changes made to the current record, or to any of its lines. |
Print Copy | Click this action button to print the sales invoice or credit memo. |
Generate Credit Order | Click this action button to generate a credit order. |
Show Sales Order Invoices Fields
Field | Description |
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Customer | This field displays the name of the customer to whom the items were delivered or who returned the items in credit memo. |
Order No. | This field displays the identification number of the sales or credit order. Click the order number to display an info bubble with the link to the Sales Orders or Credit Orders workspace. |
Debit/Credit | This field indicates whether the customer was debited or credited for the order. |
Billing Address | This field displays the bill-to customer's billing address. |
Job | This field displays the job that is linked to the sales or credit order. |
Task | This field displays the task related to the sales or credit order if it is linked to a job. |
Price Breakdown | This field displays the price to be paid by the customer for the current sales or credit order. Click the amount to display an info bubble with the details of the breakdown. |
Payment Status | This field displays the following payment statuses of the sales invoice or credit memo:
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Remainder, Standard | This field displays the remaining amount in the customer's standard currency that the customer needs to reconcile. |
Invoice Date or Credit Memo Date | This field displays the date of the sales invoice or credit memo. |
Due Date | This field displays the date the sales invoice or credit memo is due. |
Invoice Line Table Fields
The Invoice Line Table is only displayed when you are viewing sales invoices in the Show Sales Order Invoices workspace. The values in these fields are retrieved from invoice order lines in the Sales Orders workspace and can only be modified in that workspace.
Field | Description |
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Item No. | This field displays the order item number. |
Description | This field displays the item's description. |
Quantity | This field displays the quantity of the items ordered. |
Unit Price | This field displays the price per unit. |
Discount % | This field displays the discount percentage that the customer is entitled to if there are any. |
Discount | This field displays the total discount the customer is entitled to for the current order line. |
Extended Price | This field displays the product of the invoiced quantity multiplied by the unit price and dividing the sum by the pricing unit. Any discount is then deducted to get the extended price. |
Task | This field displays the task related to the sales order if it is linked to a job. |
Details Table Fields
The Details Table is only displayed when you are viewing credit memos in the Show Sales Order Invoices workspace. The values in these fields are retrieved from the order lines in the Credit Orders workspace and can only be modified in that workspace.
Field | Description |
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Item No. | This field displays the item number of the credited order. |
Description | This field displays the item's description. |
Quantity | This field displays the quantity of the credited items. |
Unit Price | This field displays the price per unit. |
Discount % | This field displays the discount percentage that the customer is entitled to if there are any. |
Discount | This field displays the total discount the customer is entitled to for the current order line. |
Discount Description | This field displays remarks about the discount. |
Extended Price | This field displays the product of the credited quantity multiplied by the unit price and dividing the sum by the pricing unit. Any discount is then deducted to get the extended price. |
Task | This field displays the task related to the credit order if it is linked to a job. |
Parent Topic: Show Sales Order Invoices