Description

Required. Enter the alphanumeric value that uniquely identifies the chart associated with the account specified in the next field.

    When the parameter Accounts_Can_Cross_Charts is set to 'No', the system derives the chart code from the account number entered, and an entry in this field is not required.

Account Number

Required. Enter the account number or search from the Account lookup . This number identifies the account receiving credit from the provision of a service or product

Sub Account

Optional. Enter the sub-account number or search from the Sub-Account lookup .

Object

Required. This value identifies the object being credited with the revenue recognized from the sales/service activity. Enter the object or search from the Object lookup

Sub-Object

Optional. Enter the sub-object or search from the Sub-Object lookup .

Project

Optional. Enter the project number or search from the Project lookup .

Optional. Enter the organizational reference ID used by the associated organization.

Invoice Item Code

Required. Enter the Invoice Item Code or search from the Invoice Item Code lookup

Invoice Item Quantity

Required. Enter the quantity to be invoiced for this line item.

Invoice Item Description

Required. Enter the description of this line item.

Clicking the icon opens a screen where the complete item description is displayed.

Invoice Item Service Date

Optional. Enter the date of service for this line item.

Invoice Item Unit of Measure Code

Required. Enter the unit of measure for this line item or search from the UOM lookup . The default entry is 'EA'.

Invoice Item Unit Price

Required.  Enter the unit price of the item.  This amount will be multiplied by the Invoice Item Quantity to arrive at the total amount for this line item.

Tax?

Display-only. If the 'ENABLE SALES TAX IND' is 'N,' this column is not displayed. If sales tax is turned on, check this box if this item is subject to sales tax.

Amount

Display-only. Upon add invoice line items to customer invoice this amount will automatically calculate.

Enter the unit price of the item. This amount will be multiplied by the Invoice Item Quantity to arrive at the total amount for this line item.

Click the add button to add a new detail line to the customer invoice.

Click the refresh button if any modification is needed prior to adding a new item line to refresh the data entered.

This button is available only when modifying an existing detail line to the customer invoice. Click the recalculate button if any modification to an existing item line needs to be recalculated.

This button is available only when modifying an existing detail line to the customer invoice. Click the bal inquiry button to view balance inquiry results for accounts.

This button is available only when modifying an existing detail line to the customer invoice. Click the discount button to apply available discounts if they are utilized to an existing item line.

This button is available only when modifying an existing detail line to the customer invoice. Click the delete button to delete the individual customer payment application document detail line available only in Saved status.