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This will open the Sales Order: New Invoice Select Ship-To window, which will open with a list view of all customer addresses that are active and have an Address Type of ‘Shipping’ or ‘Both’ for customers that are not on hold with the Address ID, Address, Attention To, City, Customer Name, Customer, State, and Zip information.

This window will open with a list view of all customer addresses that are active and have an Address Type of ‘Shipping’ or ‘Both’ for customers that are not on hold with the Address ID, Address, Attention To, City, Customer Name, Customer, State, and Zip information.

In the header, the following fields will appear for data entry:

  • Doc Type: Displays a dropDeliver On: Displays a date text box for the user to select the date the invoiced items are to be delivered on. If entered, this date must be the same as or later than the Ship by date.
  • Order Date: Displays a date text box for the user to select the date of the invoice. This date defaults to today's date but is editable.
  • Purch. Order: Displays a text box for the user to enter the purchase order number associated with the invoice.
  • Ship by: Displays a date text box for the user to select the ship by date for the invoice. This is a required field and must be the same as or later than the Order Date. 
  • Transaction Class: Displays a drop-down menu of all ‘Invoice’ transaction classes for the user to select the document type for the new invoiceorder. This field defaults to the document type set by the “Default Invoice ID” preference.Purch. Order: Displays a text box for the user to enter the purchase order number associated with the invoice.
  • Ship by: Displays a text box for the user to enter the ship by date for the invoice. This is a required field.

Once the header fields have been completed, select the customer address for the sales invoice order and click the Go To Catalog Items toolbar icon. This  

 This will open the Sales Order: Select Items window, which will open with the customer’s name as a hyperlink to the customer record view, the address type as a hyperlink to the address record view, the shipping date, the transaction type of ‘Invoice’, and the site selection, which will default from the address and will be selected from the Site drop-down menu.

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