Accounts Receivable - Invoice Query

Pgm: ARINMQRY – AR Invoice Query; standard Treeview path: Accounts Receivable > Queries > Invoices Detail

The Accounts Receivable Invoice Query screen displays all invoices posted in a particular company in order of invoice number for a single customer code. The query allows the user to scroll through various items pertaining to the invoice such as sales amount, retainage amount, discount amount, sales amount, total amount, outstanding amount, batch, job code, invoice description, and collection code. All these fields are available for query criteria and therefore the operator may select as many or as few invoices for display as required.

Selection Criteria

This section’s fields are used to filter the list of invoices displayed in the Invoices section.

Company

Enter/select a company code.

Customer

Enter/select a customer code.

Invoice Number

Enter an invoice number.

Batch Number

Enter a batch number.

Job Code

Enter/select a job code.

Show Voided Invoices

Check this box to included voided invoices.

Deleted Invoices

The system also tracks invoices entered through the Invoice Entry screen and then deleted before posting. To view these invoices, press the Deleted Invoices button. These invoices have no effect on the AR module or the customer balance, and the data is kept for informational purposes only.

Query Data

Press this button to run the query. If one of the parameters is changed, click this button again to refresh the list.

Invoices

This section lists the invoice details filtered via the Selection Criteria section.

Use the Query By Example () button in the Block Toolbar to search for a specific entry. For example, users may query for the Net Amount and Outstanding amount fields or even query for an amount range. To query, enter the query criteria operators (such as =, <, >, <=, >=, or !=) followed by the amount. The amount range may be queried by the expression such as “# Between 100 And 9999”. For more information about using the Query by Example feature, refer to Getting Started - Searches, Table Filters & Sorts.

Update

Pop-up window launched from [Update] button on AR Invoice Query screen

The Update button launches an Override screen that allows authorized users to change the due date and provide an explanation for the change.

Attached Memo

This button becomes enabled if the selected voucher has a debit or credit memo entered against it, allowing you to view the memo’s details.

Payments

This button’s pop-up displays payment details, including details about voided checks.