Tip of the Month for: May 2014

Enhancements to Invoice History Search window and tab

Beginning with Answers 4.4, released in September 2013, Order Entry will now allow copying or importing in an invoice, a line item off an invoice, or selected line items off an invoice into the current sales order, return, or quote.  This feature has been provided in the past but you could only import invoices or line items off of that same customer's invoice history for which you were entering the order, quote, or return.  This is very similar to the ability to copy a quote or lines off a quote from quotes entered for other customers.

This can be done by clicking on the Invoice History toolbar icon, by right-clicking in the Stock Number column, or by clicking on Searches from the pull-down menu bar and going to the typical Invoice History for that customer.  Then click on the [Options] button.  Within the window that comes up for various searching options, there is a entry field and binoculars button at the bottom of the window where you can change the search to show invoice history for a different customer.  Once you are viewing that customer's history, you can select invoices or line items from it just like you could if it was the same customer.

Also note that when using the Search feature within this Invoice History window, that several of the search fields now allow filtering the results to further narrow down search results.

Finally, note that a search on Ship-To Addresses was added to the Invoice History Search.