Allocated Invoice Number Query

Sales Orders > Allocated Invoice Number Query

Allocated Invoice Number Query

You use this program to view details of existing Accounts Receivable invoice numbers.

Toolbar and menu

Field	Value	Description
Start Review		Displays the information for the selected invoices in the Allocated Invoice Numbers pane.
Change Criteria		Allows you to indicate different criteria according to which you want to display the invoice number information.

Allocated Invoice Number Criteria

Field	Value	Description
Invoices
Invoice selection		Indicate the invoice number(s) you want to include.
Document types
Document type selection		Indicate the document type(s) for which you want to include.
Customers
Customer selection		Indicate the customer(s) for which you want to include invoices.
Sales orders
Order selection		Indicate the sales order(s) for which you want to include invoices.
Dispatch notes
Dispatch note selection		Indicate the dispatch note(s) for which you want to include invoices.
Allocated dates
Allocated date selection		Indicate the invoice allocation date(s) for which you want to include invoices.
Created dates
Created date selection		Indicate the invoice creation date(s) for which you want to include invoices.
Operator when invoice was created
Created operator selection		Indicate the operator(s) who created the invoice and for whom you want to include invoices.
Operator when invoice no was allocated
Allocated operator selection		Indicates the operator(s) who allocated the invoice and for whom you want to include invoices.
Invoice created
Invoice created selection		It is possible for an invoice number to be allocated and created at different times. For example: If you enabled the Order number moved to invoice number setup option (Sales Order Setup) then the invoice number is allocated when you create the order, but is only actually created when you generate the invoice. Alternatively, you can release a number of orders for invoicing and then use the Document Print program to print the invoices in batch mode. In this case, the invoice numbers are allocated on release, but only created when you print the invoices.
	All	Includes allocated and created invoices.
	Not created	Includes only allocated invoices (enabling you to track invoice numbers that were allocated, but not yet created).
	Only created	Includes only created invoices.
Exclude conversion invoices option
Exclude conversion invoices		Excludes invoices added to the AR Invoice Reference table when you converted from a prior release of SYSPRO.

Allocated Invoice Numbers

Column	Description
Customer invoice	Indicates the sales invoice number.
Document type	Indicates the code of the document created: I - Invoice C - Credit note D - Debit note
Customer	Indicates the code of the customer for which the invoice number was allocated/created.
Invoice date	Indicates the date on which the invoice number was created.
Sales order	Indicates the sales order number for which the invoice number was allocated/created.
Dispatch note	Indicates the dispatch note number for which the invoice was allocated/created.
Allocated by program	Indicates the code of the program used to allocate the invoice number.
Allocated date	Indicates the date on which the invoice number was allocated. See also: Notes and warnings.
Allocated time	Indicates the time at which the invoice number was allocated. See also: Notes and warnings.
Allocated by operator	This indicates the code of the operator who allocated the invoice number. See also: Notes and warnings.
Created by program	This indicates the code of the program used to create the invoice number. See also: Notes and warnings.
Created date	This indicates the date on which the invoice number was created. See also: Notes and warnings.
Created time	This indicates the time at which the invoice number was created. See also: Notes and warnings.
Created by operator	Indicates the code of the operator who created the invoice number. See also: Notes and warnings.

Notes and warnings

Numbering considerations

The Allocated date, Allocated time, Created date and Created time columns are set to zero if the invoice was allocated prior to conversion to SYSPRO 6.1 or the Allow same number for different customers setup option (Sales Order Setup) was changed from being selected to deselected (which rebuilds the AR Invoice Reference table).
The Allocated by operator and Created by operator columns displays SETUP if the Allow same number for different customers setup option was changed from being selected to deselected.

CONVSN is displayed if the invoice was allocated prior to conversion to SYSPRO 6.1.

Application Help Pane

Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.

You can embed an Application Help Pane:

in the main SYSPRO menu
in any program with panes, if not using roles
when adding a role layout in Design Mode.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

Open the program for which you want to insert application help into a customized pane.

This functionality is only available for a program that has panes.
Right-click any form field.

You can also click the triangle menu icon that appears in the title area of a pane.
Select Insert Application Help from the context-sensitive menu.

The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

Select the Close icon in the right-hand corner of the application help pane.
Confirm that you want to delete the pane.