Add a normal invoice from a single shipper

After you ship goods to a customer, send an invoice. You can add a normal invoice from a shipper.

You cannot invoice a shipper that contains obsolete parts. The error message “Part is obsolete” is displayed when you try to save an invoice for a shipper with obsolete parts

To add a normal invoice from a single shipper

1. Open the Customer Invoices & Credit Memo (ARINV) page.

   1. Select Financial Management > Financial Transactions > Accounts Receivable > Customer Invoices & Credit Memo.

      Or

   2. Search for ARINV or Customer Invoices & Credit Memo in the Navigation box and then select Customer Invoices & Credit Memo.

      Customer Invoices & Credit Memo (ARINV) page appears.

2. On the Toolbar, click Copy.

3. Select Normal Invoice > Single Shipper > Shipper / Items. The Copying Shipper or Copying Items window appears.

   You can select the shipper from a list of shippers or from a list of shipper line items. (You might recognize a shipper more readily by its line items).

4. Highlight a row of shipper items and click Select. Or, double-click to select the row.

   Highlighting a shipper from a list of shipper items selects the entire shipper.

   The invoice date is calculated as follows:

   • If you have selected the Default Invoice/Post Date to Shipper Date check box in the Accounts Receivable (CSAR) page, the invoice date is set to the shipper date provided the shipper date period is still open. If the shipper date falls in a closed period, a message is displayed seeking confirmation to use the system date. Click Yes to use the sys- tem date. Click No to cancel the invoice creation.
     Or

   • If you have not selected the Default Invoice/Post Date to Shipper Date check box in the Accounts Receivable (CSAR) page, the invoice date is set to the system date.

5. Review the invoice date, payment terms, and other settings and make any necessary changes.

   : The Unit of Measure (U/M) for invoices created for a Shipper will default from the copied Shipper.

6. For a handwritten invoice:

   1. Select the Hand Written Invoice check box.

   2. If necessary, in the Invoice Number field, type the invoice number.

7. If the Apply Prepayments button is not disabled, the customer has prepaid some or all of the sales order. To apply the prepayments:

   1. Click Apply Prepayments.

   2. Review the prepayments.

   3. In the Apply Now column for each prepayment, type the amount to apply to this invoice.

   4. On the Toolbar, click Save to apply the prepayments.

   Made2Manage applies the prepayment and changes its status to partially paid or fully paid, as appropriate.

8. On the Toolbar, click Save.