Field Descriptions

Table Information

 

Address Info

What can I do in this tab?

Use this tab to enter the billing and remittance address for this invoice.

The address that was entered as the default address in the Customers screen (Accounting\Maintain\Customers) automatically displays in the Address field in the Bill To group box in this screen.  

The address code that was entered in the Project Billing Information screen (Projects\Maintain\Billing) in the Remittance Address field automatically displays in the Address field in the Remit To group box. Both address codes can be changed if needed.

When should I use this tab?

You must update this tab before printing or posting  the invoice.  You can change the information in this tab at any time before you print and post the invoice.

Field Descriptions

Bill To

Use the fields in this group box to select the billing address for the invoice. The billing address defaults from the Project Billing Information screen (Projects\Maintain\Billing) but can be edited here.

Address *

Enter, or use Lookup to select, the code of the address to which you want to submit this invoice. This billing address must be valid for the customer being invoiced.

Line 1, Line 2, Line 3

Enter the street address in these fields.

City

Enter the city in this field.  

Automatically update this field by entering the Postal Code field before the City, State, or Country fields.  If the postal code has been previously used in the system, the City, State, and Country fields will automatically display using data stored in the POSTAL_CODE table.  Once the City, State, and Country fields populate, you can edit them and the new information will not affect the data stored in the POSTAL_CODE table.

State/Province

Enter, or use Lookup to select, the state/province in this field.

Automatically update this field by entering the Postal Code field before the City, State, or Country fields.  If the postal code has been previously used in the system, the City, State, and Country fields will automatically display using data stored in the POSTAL_CODE table.  Once the City, State, and Country fields populate, you can edit them and the new information will not affect the data stored in the POSTAL_CODE table.

Country

Enter, or use Lookup to select, the country code for this address.

Automatically update this field by entering the Postal Code field before the City, State, or Country fields.  If the postal code has been previously used in the system, the City, State, and Country fields will automatically display using data stored in the POSTAL_CODE table.  Once the City, State, and Country fields populate, you can edit them and the new information will not affect the data stored in the POSTAL_CODE table.

Postal Code

Enter, or use Lookup to select, the postal code for this address.

Note: The postal code will bring in the city, state/province, and country code if they have not already been entered. The first time you use a postal code, the system will store the City, State/Province, and Country fields in its table.  From then on, if you enter the postal code first, it will bring in the other information. Once the information has been displayed, you can edit it. However, any changes you make will not change the default information located in the Postal Code table.

Remit To

Use the fields in this group box to enter information about the remittance address.  The initial default remittance address will display from the Project Billing Information screen (Projects\Maintain\Billing).  

Address *

Enter, or use Lookup to select, the remittance address to which your customer should send payment. The remittance address must be a valid address from the Remittance Addresses screen (Projects\Configure\Billing).

The remittance address that was entered in the Project Billing Information screen (Projects\Maintain\Billing) automatically displays in this field.

Line 1, Line 2, Line 3

Enter the street address, up to 40 characters, in these fields.

City

Enter the city in this field.  

Automatically update this field by entering the Postal Code field before the City, State, or Country fields.  If the postal code has been previously used in the system, the City, State, and Country fields will automatically display using data stored in the POSTAL_CODE table.  Once the City, State, and Country fields populate, you can edit them and the new information will not affect the data stored in the POSTAL_CODE table.

State/Province

Enter, or use Lookup to select, the state/province in this field.

Automatically update this field by entering the Postal Code field before the City, State, or Country fields.  If the postal code has been previously used in the system, the City, State, and Country fields will automatically display using data stored in the POSTAL_CODE table.  Once the City, State, and Country fields populate, you can edit them and the new information will not affect the data stored in the POSTAL_CODE table.

Country

Enter, or use Lookup to select, the country code for this address.

Automatically update this field by entering the Postal Code field before the City, State, or Country fields.  If the postal code has been previously used in the system, the City, State, and Country fields will automatically display using data stored in the POSTAL_CODE table.  Once the City, State, and Country fields populate, you can edit them and the new information will not affect the data stored in the POSTAL_CODE table.

Postal Code

Enter, or use Lookup to select, the postal code for this address.

Note: The postal code will bring in the city, state/province, and country code if they have not already been entered. The first time you use a postal code, the system will store the City, State/Province, and Country fields in its table.  From then on, if you enter the postal code first, it will bring in the other information. Once the information has been displayed, you can edit it. However, any changes you make will not change the default information located in the Postal Code table.

Bill Number

Enter the project-specific bill number in this field, if applicable.

* A red asterisk denotes a required field.

Table Information

Changes to this screen update the PROJ_PROD_INVC_HDR (Project Product Invoice Header) table.

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