Invoiced Batches Tab: Viewing A Customer's Invoiced Batches

The Invoiced Batches tab gives a breakdown of batch traceable goods (i.e. goods which can be traced by their Batch Number, Serial Number and/or Bin Location) which the selected customer has ordered and been invoiced for. For further details see Product Batch Traceability Maintenance.

To view a customer's invoiced batches:

1.      Find and open the Customer record for the required customer. See Finding Customers.

2.      Click the Invoiced Batches tab:

A summary of the customer's invoiced batches is displayed. Each line displays a batch of this product which was ordered and invoiced, showing the:

• Branch No/Name which issued the invoice

• Type: i.e. whether the invoice was a Sales invoice or a Sales Invoice Credit

• Invoice Number: Click the hyperlink to open the invoice in a separate tab

• Line Number: i.e. the number of lines on the invoice

• Delivery Address the invoice was sent to

• Product Code the invoiced batch relates to - click to open the Product record in a separate tab

• Batch (or Serial) Number of the invoiced batch (note: this may not be displayed for Multi-Bin-flagged products) - click to open the Batch Stock record in a separate tab

• Bin Location (note: Batch Ref- and Serial No-flagged products are not required to have a Bin Location)

• Order Number: i.e. the Sales Order the invoice relates to - click to open the Sales Order in a a separate tab

• Order Date: i.e. the date of the Sales Order

• Reference: i.e. the Customer Reference from the Sales Order

Note: The information displayed in this tab is read-only.

Finding Invoiced Batches

Various 'Finder' features enable you to filter the displayed invoiced batches, or find a specific invoiced batch for the displayed customer:

• If there is more than one page of Invoiced batches displayed: use the arrow keys to scroll forwards and backwards through the available pages.

• To search for a specific Invoiced batch: enter a search term in the available field (based on the option selected in the Sequence field - see below), then click the Search (magnifying glass) icon  .

• To change the sequence in which the records are displayed: click Advanced to display the advanced search features, select an alternative option from the Sequence menu, then click the Search (magnifying glass) icon  .

• To filter the Invoiced Batches displayed: click Advanced to display the filter fields, de-select certain fields, then click the Search (magnifying glass) icon  .

Note: To show all records again: delete the search string/select all filter fields, then click the Search (magnifying glass) icon  .

NEXT: Credit Control Tab: Viewing A Customer's Credit Control Details