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 fields, tabs, and a user-defined middle section.
To open the Invoice Detail view, select from the navigation bar and click invoices to open the Invoices List view. Click the invoice ID to open the Invoice detail view. If required, use Lookup to locate an invoice,
On this page you can:
- To switch to the List view,
select
() from the toolbar or select the current group tab.
- Use the Lookup to search for records
- View a group
Information Fields
The information fields contain primary information about the invoice. This information cannot be edited. To add or edit this information, go to integrated application. For specific questions please refer to the integrated application documentation or contact the administrator.
To change the payment term, click Payment Term and select a value form 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.