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. 

How Do I?

Use the Lookup to search for records

View a group

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.

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.