Invoice Builder Overview

Use the Invoice Builder form to create invoices and credit memos for the base site and other target sites for customer order shipments and returns.

With the Invoice Builder form, you can:

  • Generate invoices and credit memos across a multi-site intranet. Invoices and credit memos generated by the Invoice Builder form are only from shipped and returned customer order lines/releases. The invoices and credit memos are generated based on the target site configurations such as invoice numbering, currency code, etc.
  • Print and reprint invoices and credit memos across a multi-site intranet.

You can perform these tasks for both the base site (login site) and the target site (a different site within the same multi-site intranet). For other sites, if the site domestic currency is different from the base site, or if the customer currency code of this site is different from the customer currency code of the base site, the customer order lines/releases are not displayed in Invoice Builder.

What Happens When You Use This Form

Using this form affects what you can do on other forms:

  • Builder Invoice Originating Site field is available on these forms: AR Payment Distributions, AR Posted Transactions Detail, Invoice, Debit and Credit Memos, and Invoices, Debit and Credit Memos G/L Distribution.
  • Builder Invoice field is available on these forms: AR Payment Distributions, AR Posted Transactions Detail, Invoice, Debit and Credit Memos, Invoices, Debit and Credit Memos G/L Distribution, Multi-Site Invoice Posting, and Invoice Transaction Report .