SPEC 5567 - New Fields on Invoice for order total

Date Released: February 2019

Modules: Navigator Invoicing

Activation

The option Include all order lines on Invoices? has been added to the System Wide Setting - Options for Invoices.

Description:

Adds the following fields to an invoice to better explain where the invoice came from and what other invoices are associated with the order.

• 1 - Status:

  • Partially Invoiced – Invoice tied to line, and shipped quantity ne 0, and Order quantity ne shipped quantity

  • Previously Invoiced – Invoice tied to line, and shipped quantity = order quantity.

  • Invoice Due – Line is in INPRINT (todays invoice. Being invoiced)

  • Not yet Invoiced – no Invoice tied to the line and not in INPRINT (todays invoice. Being invoiced)

  • Line Killed – Invoice tied to the line and shipped quantity = 0.

• 2 - Lines:

  • Include all lines on the invoice that are associated with the order regardless if they are being invoiced or not.

  • If a line has been partially invoiced then this line will be shown multiple times. One time with a status of previously invoiced and the quantity that has been previously invoiced and another time with a status of Not yet invoiced or Invoice Due with the quantity being invoiced or still to be invoiced.

• 3 - Order Details:

  • ORDER TOTAL W/TAX - This is the total of the entire order with tax.

  • PREVIOUSLY INVOICED W/TAX – This is the total of the lines from the order with tax that have already been invoiced.

• 4 - Invoice Details:

  • CURRENT INVOICE AMOUNT – This is the total currently being invoiced minus tax

  • CURRENT NC SALES TAX – This is the total tax on current invoice

  • CURRENT INVOICE TOTAL – This is the invoice total on current invoice w/tax.

Current Invoice without New Fields