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- From the Toolbar, click INV for Inventory.
- From the Inventory menu, select Invoices.
- From the Invoices menu, select Invoice Entry.
- In the Location Code box, click Lookup or type * and press Enter, and then select the location code where you want to maintain the invoice, or type the location code where you want to maintain the invoice.
- In the Ship To Name Id box, click Lookup or type * and press Enter, and then select the customer ordering the merchandise from your company, or type the customer ordering the merchandise from your company.
- In the Pickup/Delivery box, type P for pickup or D for delivery. An entry P will apply state/county taxes from pickup location. An entry of D will apply the state/county taxes associated with the customer Name ID.
- Click OK.
- Review and edit any of the Price Level/Schedule, Invoice Terms, Invoice Type, State/County, Invoice Date, Ship date, Ledger Date. Click OK.
- If there are valid Sales Orders available for invoicing associated with the Name Id, an Order Number window displays.
- In the Loc box, the current location defaults, or you can click Lookup or type * and press Enter, and then select the location code, or type the location code that will record the line item activity. The ledger account assigned to the CS system account code for cost of goods sold in SJI is affected at the location identified by the activity location code.
- In the Item Number box, click Lookup. An order limiting criteria search screen appears. Entering information here can help filter the order(s) for which you are searching. The Sales Order Selection screen lists open sales orders for the selected ship-to name ID. To pull all orders for the Name Id, leave the boxes blank.
- In the Blend Number, click Lookup or type * and press Enter, and select the blend number or leave blank.
- In the Barcode box, type * and press Enter and choose number.
- Click OK.
- (Penny = ?? where is this?) The Sales Order Selection screen lists open sales orders for the selected ship-to name ID. Line items on a sales order number are indicated in a format XXX-YYYYYY-ZZ, where XXX is the location code, YYYYYY is the order number, and ZZ is the line item number. The entire sales order is the first line number of the sales order and is indicated without the ZZ (see highlighted line in the screen shot in step 11).
- There are two methods of applying a sales order to the invoice:
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