Direct Order Invoicing by Status Code

These instructions are for Navigator Invoicing. For information on Invoicing in the Green Screen (AS400), click here.

Associated Files

Direct ship orders (DIR warehouse) can be invoiced by status code.

System Wide Setting - Options for Navigator

The option Allow invoicing by status code for direct ship orders has to be activated.

Use the Populate Supplier Invoice Number as _______ or leave blank to default to INVmmddyy setting to create a default invoice number for DIR order invoices. The invoice number can consist of letters, numbers, and special characters.

Invoicing DIR Orders in Navigator

  1. Access Navigator Invoicing.
  2. Click Pull Orders to Invoice.
  3. Select to Pull Orders by: Status Code.

  4. Enter your order pulling parameters.

    If DIR warehouse is included in the selection; as shown above:

    • If the setting Allow invoicing by status code for direct ship orders is set to Y include DIR orders in the orders returned. DIR orders adhere to all inclusion parameters on the Pull orders to invoice screen.
    • If the setting is set to N do not include DIR orders in the orders returned.

    If the setting Populate Supplier Invoice Number as _______ or leave blank to default to INVmmddyy is:

    • blank - the Supplier Invoice number on all DIR orders is set to INVmmddyy (INV061517).
    • populated - set the Supplier Invoice number on all DIR orders returned to the entered value.

Associated Files