Invoice Order Source Maintenance is a new menu item created to give sites the ability to maintain Invoice Order Source options. Upon installation, there will be a number of pre-loaded sources which can be seen by clicking on the Find button. Users will note the first 1 – to 10 Sources will be ACR only system generated sources meaning users will be unable to Select/ Modify/ Delete/ Inactivate them or select them when creating invoices.
Users will find a number of other pre-loaded sources numbered from 11 based on what was previously available. Users can create new records, make existing records Inactive, and Delete records using the File menu if unused. Once records have been made inactive or deleted they will no longer be available for Users to select as an Invoice Order Source for new Invoices.
In support of the new Invoice Order Source functionality, the System will now check when an Invoice / Mail Order is processed. Support has been put in place for the following:
Invoice Entry
The available options for the ‘Source’ field within the header details will now be based on records found within ‘Invoice Order Source Maintenance’.
Invoice Maintenance
If Invoice Configuration Invoice Maint is configured to show the ‘Source’ column, the value shown will either be for the old Order Source value for old Invoices, or the new Order Source value for Invoices created after the installation of this update. Performing a filter search on ‘Source ID’ will always be based on the new Invoice Order Source ID.
Display an Invoice
When displaying an Invoice, ‘Source’ will show either the old Order Source value for old Invoices, or the new Order Source value for Invoices created after the installation of this update.
Invoice Statistics
This screen supports both old and new Invoice Order Source values. The new values will show its Order Source ID.
