Change Route on Invoices

Use this utility to change the route on an invoice or credit invoice so that the transaction is included on the correct route’s gross margin reports.

1. At the Start and End Date fields, enter one date in both fields to reflect one day of transactions or enter a range of dates in order to pull up the appropriate transaction(s) to be edited.

2. A window will appear displaying all the invoices and credit invoices for the customer(s) that are within the specified dates. You can make all the appropriate edits in the RT column by entering the correct route ID. Press F10 to exit.

The Invoices window will display the following:

• Cust – The customer ID code
• Order – The order reference number of the transaction
• Invoice – The invoice reference number of the transaction
• Date – The date of the transaction
• TY – The type of order. Valid codes are:
  • OR – sales order
  • CR – credit order
• Amount – The total amount of the transaction
• RT – The original route assigned to the transaction

3. After making the necessary edits, the Update and Exit command options will appear:

• Select Update and the system will save and update your changes.
• Select Exit and the system will exit without saving your changes.

Important: Your changes will not be saved unless you select Update.

Note: Use the Transfer Route utility to transfer the complete transaction history for one route to another route.

Security Required : System - System Maintenance