Reprint and/or Modifying a Bill of Lading
If a Bill of Lading form needs modification and/ or reprinting, the Invoice created for that Bill of Lading must be located.
If you know the Invoice number, or have located it at the bottom of the Bill of Lading, you may pull up the Invoice from the Sales Splash screen. Choose : Invs menu > Search by Invoice # ….
To open the Invoice, type in the Invoice number. Click the “OK” button or use the “Enter” key on your keyboard.
If you know the date the Invoice was create, you can find the Invoice by searching Invoices that were created on a certain day, or even a range of days. This is quicker than bringing up a list of all the Invoices on the system. From the Sales Splash screen, choose : Invs menu > Invoice in Period….
The dialog box defaults to today’s date. Click the “OK” button or use the “Enter” key if today is the desired date, or type in the desired date or date range and then click the “OK” button or use the “Enter” key. A list of Invoices will be displayed. If there is only one Invoice located, that Invoice screen opens.
If the Order number is known but not the Invoice number, from the Sales Splash screen, choose : Ords menu > Search by Order # ….Type in the Order number. Click the “OK” button or use the “Enter” key on your keyboard. The Order opens. Using the Popup menu in the Navigation Pallet, select the "Inv/POs" page of the Order.
One of the more common mistakes when looking for an Invoice from an Order is clicking on the “Invoice” button. This creates a new Invoice. That is not the desired result.
If you know the Customer Name from the Sales Splash screen, choose : Customers menu > Find Customer ….
Type in the information to search by. Use the “Tab” or “Return” key. The found records are displayed in a list. Double click on the desired record to open it. Using the Navigation Pallet, navigate to the "Orders/Invoices" page of the "Customer’s" record. Choose : Actions menu > Relate Files . This brings all Invoices that are related to this Customer in view on your screen. Locate the desired Invoice and double click to open it.