We have revitalized Invoice Maintenance with a new look, a powerful search bar, filtering capabilities and a user-friendly feel. Some of the most exciting features from this update are:
- Sites can configure the fields that will be displayed in the new Invoice Maintenance screen and set the order of precedence.
- Users have the ability to set their ‘Favourite Filter’ so their search filters will be remembered
- The ability to search across a variety of time periods
With the release of these significant enhancements to the Maintenance screen, a copy of the old version will be accessible in the system for a period of 4 weeks before being permanently removed. The old version will be denoted as ‘Classic’ in it’s Menu Description, please continue to read these update notes for further details.
New Look and Feel
- Upon loading, the application will automatically adjust to fit to the screen space.
- Shading will be used to group the search results. This is useful so a User can quickly identify when the next line has a difference to the prior line/s.
- Each Port will remember the Sort Order, Filter options 1 & 2, Transaction Type and Period (The Filter Values can also be remembered optionally with the tick box).
New Search and Filtering Capabilities
Searching for Invoices has indeed changed as we know it.
The new search bar with accompanying drop-down box (if set to ‘All’) can conduct a global search which will search for Invoices that have a match to the word entered into the search bar (searching the following places: Products, Customers, Salesperson & Salesperson State, Batch ID, Order Number, Invoice Number and Carrier). This will allow a broader search pool which is beneficial when limited details are known about the Invoice you are trying to locate. Note: The Global Search can only be conducted for month by month searching (toggling the prev and next button for a period set to ‘This Month’).
See below for a global search example:
- You will notice that the results returned in the Global Search for ‘MARS’ found matches within the Batch ID, Order No, Customer Name, Product Description and Salesperson.
- Utilizing the ‘Product’ option in the accompanying drop down next to the search box would then change the search so that only Products with the word ‘MARS’ will be included.
Not only can the drop-down box next to the search bar be changed (Product, Customer etc…) but one or both of the available filter options can be used in addition for a narrower search.
An Invoice search for ‘Due’ or ‘Overdue’ Invoices can be performed by choosing the options in the ‘Status’ drop down. The results for a ‘Due’ based search will return Invoices where the Ship date is today or prior, and the results for an ‘Overdue’ search will return Invoices where the ship date is prior to today.
A search can be qualified to show Invoices within the Ports default Stock Area by ticking the Stock Area tick box. The number of the Default Stock Area will be displayed. In addition, rather than being limited to month by month searching, there is now a ‘Period’ drop down box with a range of periods to select from (listed below). Users can also click the ‘Previous Period’ or ‘Next Period’ buttons to toggle between the Period selected.
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- This Month
- This Quarter
- This Half
- This Financial Year
- Last 3 Months
- Last 6 Months
- Last 12 Months
Note: Quitting or pressing ‘Clear’ will reset the Period back to the current Period the Debtors month falls in.
More New Features
- You will notice that Invoice Conversations can now be easily viewed and entered by clicking the conversation column. A conversation icon will appear in this column indicating that the invoice has a user created conversation (opposed to any system generated conversations).
- The system can now search by Salesperson State, Carrier and Source ID (Not applicable for Quotes).
- Searching by Invoice Number or any Quote search will now automatically search ‘All Dates’.
Additional Information:
- Click here to read more about setting a ‘Favourite Filter’.
- Click here to view the numeric identifiers when searching via ‘Source ID’.
- Click here to read how to set the fields that will be displayed in the new Invoice Maintenance screen and how to set the order in which they appear.