Update Invoice Information
Utilities Menu -> Backoffice ->
Update Invoice Information
This utility can be used to add or change information on
invoices in Current, Batch, or History, including the Site, the
P.O.#, Contract Reference, and Comments.
This includes Work Order invoices.
The prompts are:
-
- INVOICE LOCATION
- Select one of the following status options:
- Select Current to print invoices not yet posted with
Daily Close 1.
- Select Batch if the invoice was included in Daily Close 1, but not yet finalized with Daily Close 2.
- Select History if the invoice has already been posted
with the Daily Close programs.
Note: When Vertex taxing is activated and the invoice is in
History, the Site information can not be changed.
INVOICE#
- Enter the invoice number or select it from the Invoice Search window.
SITE
- Accept the existing Site number for the invoice as displayed,
or enter the correct site number, or select one from the Site Search window.
- UPDATE THE INVOICE ADDRESS BASED ON THE NEW SITE
- This prompt is triggered if a valid Site is selected.
Click YES to use the Site address as the Ship To address.
Click NO to accept the new site code, but to leave the "Ship To"
address as it is.
SHIP TO NAME
- The Ship To name displays. This can be changed if required by
over-typing it.
- SHIP TO ADDRESS 1
- The Ship To address line one displays. This can be changed if
required by over-typing.
- SHIP TO ADDRESS 2
- The Ship To address line two displays. This can be changed if
required by over-typing.
- SHIP TO CITY
- The Ship To city displays. This can be changed if required by
over-typing.
- SHIP TO PROVINCE / STATE
- The Ship To province or state displays. This can be changed if
required by over-typing.
- SHIP TO POSTAL / ZIP CODE
- The Ship To Postal Code or Zip Code displays. This can be
changed if required by over-typing.
- SHIP TO PHONE
- The Ship To telephone number displays. This can be changed if
required by over-typing.
CURRENT PURCHASE ORDER #
- The current P.O. number on the invoice displays.
- NEW PURCHASE ORDER
- Enter the new P.O. #
If this field is left blank, the existing P.O.# will be
removed.
REFERENCE CONTRACT #
- The optional reference contract number to link the invoice to
the contract for billing inquiries is displayed and can be
over-typed as required.
INVOICE COMMENTS
- Notes and comments associated with this invoice can be viewed
and updated in the Invoice Comments
window.
Finished?
- Click ACCEPT TO accept the changes to the invoice or CANCEL to
abort.
Topic Keyword: IHIH60