View Invoices

Select > .

Specify search criteria in one or more of these fields:

Invoice

This field shows the number of the invoice.

Invoice Date <

This field contains the ending invoice date to filter the display of the invoices.

Customer

This field contains an arbitrary set of characters that is used to uniquely identify a customer in an accounting entity. The customer is read from the ERP system.

Customer Name

This field shows the name of a customer or a customer group.

Type

This field indicates the type of invoice:

Invoice: Regular invoices notify customers of the money they owe.
Proforma Invoice: Proforma invoices can be used for a variety of reasons. For example, these invoices provide documentation of valuation for a shipment of goods that must be insured.

Status

This field indicates the invoice status:

Successful
Failed
Failed - System
Failed - Correctable
Revalidate
Blocked
Failed - Rejected
Manually Rejected

Click Drill down for the desired invoice to review this information:

Invoice

This field shows the number of the invoice.

Invoice Date

View or specify the date on which the invoice was issued.

Customer

This field contains an arbitrary set of characters that is used to uniquely identify a customer in an accounting entity. The customer is read from the ERP system.

Tax ID

The tax ID is a number used to identify legal persons or businesses. The tax authorities assign the tax numbers to the registered businesses. Your business partners must provide you with their tax number. Business partners without a tax number are considered to be private persons.

Total Amount

The total amount shows the item price, including the surcharges.

Other Charge

Specify any other charges such as insurance costs.

Currency

This field shows the transaction currency.

Customer Name

This field shows the name of a customer or a customer group.

Customer Name

This field shows the name of a customer or a customer group.

'Attention of' Name

This field shows an additional name.

Street

This field shows the street name.

Postal Code

This field shows the postal code.

City Name

This field shows the city or location name.

Country

This field shows the country.

Type

This field indicates the type of invoice:

Invoice: Regular invoices notify customers of the money they owe.
Proforma Invoice: Proforma invoices can be used for a variety of reasons. For example, these invoices provide documentation of valuation for a shipment of goods that must be insured.

Status

This field indicates the invoice status:

Successful
Failed
Failed - System
Failed - Correctable
Revalidate
Blocked
Failed - Rejected
Manually Rejected

Internal Version Number

This field shows the revision number of the shipment. This number provides information about whether a shipment was sent more than once.

Accounting Entity

For each user, one or more accounting entities can be configured in the security administration. For a specific user, you must set one of these accounting entities as default accounting entity.

Each transaction belongs to this default accounting entity of the user. The user can alter the default accounting entity using the Accounting Entity combo box.

The user can view the data of the default and all other assigned accounting entities.

Expand Bill To Information.

The information in this section relates to the Bill To address.

Bill To

This field shows the Bill To address, the address to whom the bill must be sent for payment. It can be the address to whom the goods are delivered, but this is not necessarily the case.

Name

A name.

'Attention of' Name

This field shows an additional name.

Unit

This field shows the unit designator.

Floor

The field shows the level of the building.

Building Number

The building number allows to identify a particular building.

Building Name

The building name allows to identify a building.

Post Office Box

The post office box is located on the premises of a post office station.

Street

This field shows the street name.

Postal Code

This field shows the postal code.

City Name

This field shows the city or location name.

Country

This field shows the country.

Country Subdivision Code

This field shows the country subdivision code.

Address Line 1 through Address Line 6

These fields show additional parts of the address, which are defined by the user or updated based on the address format.

DUNS Number

The Data Universal Numbering System number is a unique nine-digit code that is used to identify companies and group entities within an organization. It is issued at a company's request by the business information provider, Dun & Bradstreet.

Tax ID

The tax ID is a number used to identify legal persons or businesses. The tax authorities assign the tax numbers to the registered businesses. Your business partners must provide you with their tax number. Business partners without a tax number are considered to be private persons.

Accounting Entity

For each user, one or more accounting entities can be configured in the security administration. For a specific user, you must set one of these accounting entities as default accounting entity.

Each transaction belongs to this default accounting entity of the user. The user can alter the default accounting entity using the Accounting Entity combo box.

The user can view the data of the default and all other assigned accounting entities.

Review this information that is displayed in the Line table:

Line: This field shows the invoice's line number.
Item: This field shows the item number that identifies the item.
Item Description: This field shows a short description of the item.
Price: View or specify the item price, which is the price for one unit of the item.
Price Unit: The price unit shows the unit to which the price relates.
Quantity: This field shows the quantity of the product that is delivered to the customer. The shipped quantity value is the sales order quantity. After a quantity is shipped, you can invoice that quantity.
Total Amount: The total amount shows the item price, including the surcharges.
Item Amount: This field shows the line item amount. The line item amount is the product of quantity and price.
Shipment: This number identifies the shipment. A shipment contains several packaged items to be delivered to a customer's Ship To address.
Shipment Line: This field shows the line number of the shipment.

Click Drill down in the Line table to open the Invoice Line Details.

Review this information.

Total Amount: The total amount shows the item price, including the surcharges.
Item Amount: This field shows the line item amount. The line item amount is the product of quantity and price.
Shipment: This number identifies the shipment. A shipment contains several packaged items to be delivered to a customer's Ship To address.
Shipment Line: This field shows the line number of the shipment.
Quantity: This field shows the quantity of the product that is delivered to the customer. The shipped quantity value is the sales order quantity. After a quantity is shipped, you can invoice that quantity.
Sales UOM: This field shows the unit of measure in which the item is sold to the customer.
The sales unit of measure can differ from the other units of measure.
Shipping UOM: This field shows the weight unit of measure for the items on the shipment.
Quantity UOM in Inventory: This field shows the quantity expressed in the inventory unit of measure. The inventory unit of measure and the sales unit of measure can differ. If the sales quantity in the sales unit of measure is not available, the quantity in the Quantity UOM in Inventory field is converted into the sales unit of measure.
This field is for information only and is not printed.

Click OK to return to the Invoice page.