Using the Invoice Detail View
Infor CRM Back Office Extension only. Use the Detail view to see information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.
- On the Navigation Bar, click Invoices to open the Invoices List view. If necessary, use the Lookup to locate an invoice, and then click on the invoice ID.
- On the toolbar click the List View
button, or click the current group tab.
information boxes
The information boxes contain the primary information about the invoice. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.
To change the payment term
- Click the Payment Term drop-down arrow and select from the list.
detail view tabs
Each tab shows specific information you can use for invoice related activities. Click a link to see more information about each tab.
| Products | Bill/Ship Addresses |
| Receivable Lines | Details |
| Sales Persons |
user defined section
You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.
