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| <section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" |
| version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" |
| xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" |
| xmlns="http://docbook.org/ns/docbook"> |
| <title>The Find Invoices screen.</title> |
| <para>The default screen is for the Invoices tab is 'Find Invoices'. It |
| is used to locate existing invoices that have been created |
| automatically by the system or manually by the user. It can also be |
| used to create a new Sales or Purchase Invoice. </para> |
| <section> |
| <title>How do I view all invoices?</title> |
| <orderedlist> |
| <listitem><para>Press the 'Search' button to view all invoices</para></listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I locate an existing invoice?</title> |
| <orderedlist> |
| <listitem><para>Enter the 'Invoice ID' if known</para></listitem> |
| <listitem><para>Enter a word from the invoice description in the 'Description' |
| field if known</para></listitem> |
| <listitem><para>Enter the 'Invoice Type' if known</para></listitem> |
| <listitem><para>Enter the 'From Party Id' if known (NOTE: In most cases for a |
| Sales Invoices this will be Company. For Purchase Invoice it will be |
| the supplier party id)</para></listitem> |
| <listitem><para>Enter the 'Billing Account Id' if known</para></listitem> |
| <listitem><para>Enter the invoice status in the 'Status Id' field if known |
| </para></listitem> |
| <listitem><para>Enter the 'To Party Id' if known (NOTE: In most cases for a |
| Purchase Invoice this will be company. For Sales Invoices it will be |
| the customer party id)</para></listitem> |
| <listitem><para>Press the 'Search' button to view all invoices</para></listitem> |
| <listitem><para>All invoices that meet the search criteria will be displayed. |
| </para></listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I update an invoice?</title> |
| <orderedlist> |
| <listitem><para>Locate the invoice using the 'Find Invoices' screen</para></listitem> |
| <listitem><para>Using the relevant sub menu make the required changes.</para></listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I delete an invoice?</title> |
| <para>Invoices cannot be deleted through the user interface. They can |
| only be cancelled (eg if they have been entered or created by |
| mistake).</para> |
| |
| <para>NOTE: They can probably be deleted using Entity Data Maintenance |
| in the Webtools menu but this is not recommended for 2 reasons: |
| </para> |
| <orderedlist> |
| <listitem><para>It may cause data integrity problems.</para></listitem> |
| <listitem><para>In case of audit it would be a problem. |
| </para></listitem> |
| </orderedlist> |
| </section> |
| </section> |