SO-H  Display Invoice History

Purpose of Program

You can use this program to view your posted invoices one at a time or to reactivate a posted invoice into a live sales order.  You may look up invoices by invoice number, customer code, or sales order number.

General Program Operation

When you run this program, the cursor is placed in the Invoice # field.  Enter an invoice number or press F2 (or click on the Lookup button) to choose from a list of posted invoices.  The invoice you choose is displayed on the screen.  You may not change any of the fields.

You may also place the cursor in either the customer Cust Code field or the SO # field and type in a code or number or press F2 (or click on the Lookup button) to make a selection from a pop-up window.

Once the invoice is displayed, you can move to the line item screen by pressing <Enter> on the Display Lines? field.  You can return from the line item screen to the header screen by pressing <PgUp> (or by clicking on the Header button).  You can view the line items by pressing the F2 key (or clicking on the Lookup button) or you can move various lines into the line item fields area by using the F5 key (or First button), the F6 key (or Last button), the F7 key (or Previous button), or the F8 key (or Next button).  Clicking the Notes button will display the notes associated with the invoice.

You can get a printed simulation of the screen display using either of the following two print options.

If you press F3 (or click on the Print button) when the cursor is in the Invoice # field, you can print a multiple invoices by specifying a range of invoice numbers and customer codes.

If you press <Enter> in the Invoice # field, the cursor moves to the Cust Code field.  If you press F3 (or click on the Print button) while in this field, the program prints only the invoice currently displayed.

If you want to print an exact duplicate of the original invoice, go to SO-O-C  Reprint Invoice.

Press <Esc> when you are finished reviewing the current invoice.  You can select another invoice at this time or exit from the program.

Converting a History Invoice to a Live Sales Order

Once an invoice is displayed on the screen, you can convert its information to a live sales order.  Press <Home> (or click on the Copy button) and either enter a sales order number or, more commonly, let the program assign the next available sales order number.  Press <Enter> and the program will begin processing.   Be aware that all dates on this order will be the original dates from the invoice copied from so you will likely need to go into SO-A Enter Sales Orders and edit the dates on the order.