Invoice Job Corrections

Instructions For Use

Job names and paid-on-time discount offers are common sources of errors on billed invoices. Invoice Job Corrections allows you to fix such errors easily by editing the relevant fields of the invoice on a data grid. To facilitate finding invoices sort the grid by Customer Id, Customer Name, Invoice Number, or Job Id. Editing invoices

Click or tab into the Job Id or Disc Offered field to edit. These are the only fields you can change here.

Viewing options

There are a number of ways to configure the Invoice Job Corrections screen to facilitate your work. You control invoice sorting and moving/resizing columns by clicking on the column headings. Find Invoice selection options on the View menu.

Sorting Invoices

The invoice grid will sort invoices on any of the first five columns. Click on any column heading to sort on that column. Click again to reverse the sort order. For full details on working with grids, see Chapter 2, Keystone Accounting Basics. Moving and Resizing Columns You may have your own preferences for which columns to group near the left—click and drag the column headings to move them around. To change the column widths, click and drag the borders of the column headings. To return all columns to their standard configuration, use the View menu Default Layout option (below). In any case, every time you close and re-open Invoice Job Corrections Keystone resets the columns.

Dates and Customers

selection View Menu

In the top left there is a View menu available. On the view menu you can select dates and customers to reduce the amount of detail on the screen. You may also choose whether to show dates and plants in their own pane on the left. Finally there is a Default Layout option to return the screen to its standard configuration if you have moved or resized columns.

View Menu Option	Usage
Select Invoice Dates
All Dates	Include invoices regardless of date.
Today Only	Include only invoices for the current day.
Select Customers
All Customers	Include invoices regardless of the customer they came from. All customers will show up as checked in the selection pane at left, if showing (see below).
No Customers	Un-check all customers in the selection pane. Use this if you want to view only one customer’s or a few customers’ invoices, then click to check the customers you want individually.
Show Invoice Dates and Customers	Click to switch back and forth. If the option is checked , a separate pane shows at the left of the screen, as shown at left. Check or un-check dates and customers to select the invoices you need.
Default Layout	If you have moved or resized columns, or sorted invoices, click here to return the invoice grid to its standard settings. It will not change invoice selection.

Invoice Drill-down

The same invoice drill-down capability is available here as on the A/R Inquiry screen. You can view the full detail behind an invoice by double-clicking the invoice or pressing F9 while you have the invoice selected. A window comes up displaying all tickets billed on the invoice and all payments posted to the invoice. Keystone shows tax and invoice subtotals at the bottom. See A/R Inquiry, page 92, for more information. Invoice Job Corrections F-keys and Buttons In addition to Keystone standard F-keys and buttons (see Chapter 2, Keystone Accounting Basics), the following actions are available on the Invoice Job Corrections screen.

Button Key Function	Use to…
F2 Save	Save all changes to invoices.
F4 Search	While in Cust Id field, bring up a search dialog to find a customer by name or by invoice number.
(double-click invoice) F9 Invoice Drill-down	Show ticket and payment detail for selected invoice.

Invoice Job Corrections Grid

You can only edit the Job and Discount fields in the invoice data grid. The rest of the columns are for reference only.

Column Name	Usage
Customer Id	Customer account of current invoice.
Name	Customer name.
Inv No.	Invoice number. Service charges are shown with invoice number of 0 (see Apply Service Charges, page 89).
Inv Date	Invoice Date.
Job Id	Job code, purchase order code or location. Up to 18 numbers or letters. For more information and options, see Job Names.
Disc Offered	Paid-on-time discount per unit. (See Pricing)
Disc Date	Expiration date of paid-on-time discount offer.
Debit Amt	Actual amount charged on invoice.
Credit Amt	The total of cash payments, allowances, and discounts already applied toward the invoice balance.
Invoice Bal	The invoice amount minus the credit amount.