Contents of the Select Invoices Ready for Use/Acceptance Screen

Use the fields and options to configure the Select Invoices Ready for Use/Acceptance screen.

Contents

Field	Description
Sales Order	To limit the display of eligible invoices to one sales order, enter, or click to select, the sales order ID and then click the Execute button. If you leave the Sales Order field blank before clicking Execute, all sales order invoices in Costpoint that match the other selected sort criteria display.
Catalog	To limit the display of eligible invoices to one pricing catalog, enter, or click to select, the catalog and then click the Execute button. If you leave the Catalog field blank before clicking Execute, all sales order invoices in Costpoint that match the other selected sort criteria display.
Invoice	To limit the display of eligible invoices to one invoice number, enter, or click to select, the invoice number and then click the Execute button. If you leave the Invoice field blank before clicking Execute, all sales order invoices in Costpoint that match the other selected sort criteria display.
Project	To limit the display of eligible invoices to one pricing project, enter, or click to select, the project and then click the Execute button. If you leave the Project field blank before clicking Execute, all sales order invoices in Costpoint that match the other selected sort criteria display.
Customer	To limit the display of eligible invoices to one customer ID, enter, or click to select, the customer code and then click the Execute button. If you leave the Customer field blank before clicking Execute, all sales order invoices in Costpoint that match the other selected sort criteria display.
Sort By	Use the drop-down list to select a primary/secondary sort option: Sales Order/Invoice Customer/Sales Order Catlg or Project/Sales Order

RFU/Accepted

Field	Description
RFU	Select this option to display RFU sales order invoices that have not yet been accepted. This option is the default.
Accepted	Select this option to display previously accepted RFU sales order invoices. You can modify the accepted date, RFU fiscal year, period, and subperiod for RFU invoices until they are posted.
Cutoff Invoice Date	Enter the cutoff invoice date for RFU invoice selection. Costpoint processes all specified selection criteria along with the cutoff invoice date entered to display eligible RFU invoices. Invoices with invoice dates later than the chosen date do not display.

Table Window

Field	Description
Accepted	This check box displays as blank for eligible invoices. Select this check box to mark an invoice with an accepted date. This indicates that the RFU invoice is accepted and is eligible for journal posting.
Accepted Date	This field displays the system date as a default for the accepted date. If necessary you can enter, or click to select, another accepted date.
RFU Fiscal Year	Enter, or click to select, the ready-for-use fiscal year in which the RFU invoice should be posted.
RFU Period	Enter, or click to select, the ready-for-use period in which the RFU invoice should be posted.
RFU Subperiod	Enter, or click to select, the ready-for-use subperiod in which the RFU invoice should be posted.
Invoice	This field displays the sales order invoice ID.
SO	This field displays the sales order number.
Rel	This field displays the sales order release.
Change Order	This field displays the change order number.
Customer	This field displays the customer.
Customer Name	This field displays the customer name.
Customer Purchase Order	This field displays the customer purchase order number.
Customer Mod	This field displays the customer modification.
Shipment Number	This field displays the invoice shipment number.
Terms	This field displays the sales order terms.
Bill To	This field displays the bill-to address code.
Invoice Date	This field displays the invoice date.
Customer Contact First Name	This field displays the customer contact first name.
Customer Contact Last Name	This field displays the customer contact last name.
Sales Rep	This field displays the sales representative.
Invoice Subtotal	This field displays the invoice subtotal.
Discount Amount	This field displays the discount amount.
Sales Tax/VAT Amount	This field displays the sales tax/VAT amount.
Invoice Amount	This field displays the invoice amount.
Notes	This field displays the notes.
Trans Currency	This field displays the transaction currency.
Trans Currency Invoice Subtotal	This field displays the invoice subtotal in the selected transaction currency.
Trans Currency Discount Amount	This field displays the discount amount specified in transaction currency.
Trans Currency Sales Tax/VAT Amount	This field displays the sales tax/VAT amount in the selected transaction currency.
Trans Currency Invoice Amount	This field displays the invoice amount in the selected transaction currency.
Execute	Click this button to build eligible RFU invoices based on the search criteria.

Subtasks

Subtask	Description
Invoice Line Information	Click this link to access the Invoice Line Information subtask, where you can view related invoice line item information.
iRAPT	Click this link to access the iRAPT subtask, where you can view information about the iRAPT file associated with this invoice.