Invoice Posting

Use this utility to post invoices, debit memos, and credit memos to create open items and update the G/L Journal and Customer records. Run this posting process after entering and receiving all on-hand transactions and their corresponding distribution records.

Note: You can post invoices when a Customer Number that contains your wildcard character is entered into the Customer Number range.

Before actually posting the transactions, you must first print the Invoice Transaction Report as an audit trail of the posted items. A list of the transactions that will be posted displays in the grid at the bottom of the form for reference.

If an error is detected with the transactions during posting, an error message is displayed, and the erroneous record is not posted. The posting process continues.

For an invoice based on a customer that uses revision/pay days to be included in this activity, the status must be Approved or Rejected.

In a multi-site environment, invoicing is performed by each individual site. The originating site invoices only those line items shipping from its site. Other shipping sites invoice locally for only their line items.

In centralized order entry, if the originating site has no inventory, invoicing is done only by the shipping sites, not the originating site.