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.

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.

Once the invoice is displayed, you can move to the line item screen by clicking the Lines button.  You can return from the line item screen to the header screen by clicking on the Header 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.

Click Exit when you are finished reviewing the current invoice.

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.  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.