Order Billing Inquiry

Order Entry Menu -> Sales Order Invoices -> Additional window -> Billing History window -> Order Billing Inquiry

Order Entry Menu -> Sales Order Invoices -> Source Document window -> Order Billing Inquiry

This inquiry is useful for identifying the invoices from the original sales order number.
The output shows the billing history of an order, including all products billed on each invoice.
Invoices can be reprinted using Print Sales Order Invoice.

Note: The security by division as determined by Divisional Restricted Views, does NOT apply to the Order Billings inquiry utility.

The prompts are:

SEARCH BY

Note: If the inquiry has originated from a document, then the Search By and the Document# will already be defined.

If not preset, select one of the options for the search:

• Click Order to list all invoices billed for this Sales Order.

• Click Invoice to view the source order that triggered this invoice.
  Note: Other invoices generated from the same order will not be listed.

DOCUMENT#

If not preset, enter the source order number or invoice number to trigger the search, or look it up in the window.

FROM DATE

Leave this field blank to include all associate document history or enter an optional start date for the search.

Resulting Billing Details
If the order has never been billed, no details display.

ORDER #

The order number will display.

BILLING DATE

The invoice date will display.

INVOICE #

The invoices billed from the order will display.

LOCATION

Either Current or History will display.
If the invoice has been posted with the Daily Close programs, then the invoice is in Invoice History. Otherwise, the invoice has not yet been posted and is still current.
Invoices which are Current can be accessed using Sales Order Invoices.

AMOUNT

The invoice amount will display.

VIEW ORDER

A window is provided in this column to view the product details on the original Sales Order including attachments.

VIEW INVOICE

A window is provided in this column to view the product details on this invoice, including the part numbers, quantity shipped, unit price, discount percent, net price each, extended price, part description, and attachments.

TOTAL BILLED

The sum of all invoices created from the sales order will display at the bottom right.

Finished?

Click OK to exit the inquiry.