SOP for Invoice Maintenance.docx

SOP for Invoice Maintenance.docx

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SOPforInvoiceMaintenance

StandardOperatingProcedure

InvoiceMaintenance

Processing

TableofContents

Page

I）INVOICEMAINTENANCEFLOWCHART3

II）BASICPROCEDURE（ACR-510D）4

III）INVOICEMAINTENACNEPROCESSING4

Invoicehistory（ACRA12-01）and

InvoiceMaintenance（ACR510D）

IV）REPORTS

I）InvoiceMaintenanceFlowchart

I）BASICPROCEDURE

InvoiceMaintenance（ACR510D）needstobeexecutedwhenthedatingonacustomer’sinvoiceisdisputed.

**Note**

Whenthe“+”symbolappearsnexttoafield,（referredtoapromptablefield）,hitF4toaccessatableofinformationapplicabletothisfield.

II）INVOICEMAINTENANCE

STEP1

Fromanymenu,typeACR（AccountsReceivable）andpressEnter.ThiswilldisplaytheAccountsReceivablescreen.

STEP2

WiththeAccountsReceivableScreendisplayed,typeACR300（AccountInquiry）andpressEnter.

STEP3

ThecurrentscreenisCustomerAccountInquiry（ACR300-02）.Thisscreendisplaysallopenrecordsofanaccount.StrikeF22toaccessCustomerInvoiceInquiry/Re-Print（ACRA12-01）.

STEP4

InsertthedesiredInvoiceNumberintheInvoiceFieldandEnter.

**Note**

Onlyonefieldmaycontainavalueatanyonetime.

STEP5

notethisscreenhasnotbeentestedforinvoicedetailsinceitdoesnotexist.

ThecurrentscreendisplayedisInvoiceInquirySelectionScreen（ACRA12-02）.Placea“1”intheActFieldtoselectthedesiredinvoice.Thiswilldisplaythedetailsontheinvoice.

**Note**

Thesedetailsinclude:

merchandise,

Reviewinvoiceanddetermineifthepresenttermsneedtobeadjusted.Ifno,notifythecustomertherequestfordifferenttermsisdenied.Ifyes,proceedtonextstep.

STEP6

HitF3twicetobacktracktotheAccountsReceivableScreenandtypeinACR510D（InvoiceMaintenance）.PressEnter.

STEP7

ThescreencurrentlydisplayedisInvoiceMaintenance（ACR510-01）.Placea“2”fortheReviseActionintheActField,Enter“10”intheCo.Field（10representstheAmscanUSCompany）,enterthecustomernumberintheCustomerFieldandentertheinvoicenumberintheDocumentField.UseTabtoNavigateandpressEnter.

**Note**

TheDisplayAction（#5）allowstheusertoviewaninvoice,butnottomakeanychanges.

ThePositionToAction（#8）allowstheusertoquicklylocateaspecificinvoicewithouthavingtoscrollthroughtheentireaccount.

STEP8

PlacetheNew（updated）DocumentDueDate,DiscountDateandTermsCodeintheirrespectivefieldsandpressEnter.

**Note**

Thechangesareautomaticallysavedandaredepictedbya“right-justification”ofthenewlyenteredinformation.

Allthreefieldsmustcontainvaluesbeforethesystemenablestheusertoexit.

Repeatthisprocesstoreviseanyadditionalinvoices.

REPORTS

**Note**

Therearenoreportsnecessaryforthisprocedure.Thisprocedurereliessolelyondocumentation.