Enter Invoice Exception Code

Explanation

Use this activity to enter and view code values for reasons why certain invoice line items should not be included in accounts receivable calculations. This task, to be performed by a system administrator or equivalent person, is only mandatory if using customer credit management.

Prerequisites

This activity has the following prerequisites:

• None.

System Effects

As a result of this activity:

• Various codes can be entered in the Manual Customer Invoice/Lines and Customer Invoice Details/Lines windows.(Note: Customer Invoice Details window is opened via right mouse button option Customer Invoice Details Analysis found on the Customer Invoices Analysis window)
• When invoice line items are defined with an exception code, the selected items will be excluded from credit ratio calculations.

Window

Invoice Exception Codes

Related Window Descriptions

Invoice Exception Codes

Procedure

To perform this activity, follow these steps:

1. Open the Invoice Exception Codes window.
2. Create a new record.
3. In the Exception Code field, enter the code.
4. Enter a description.
5. To exclude the item from credit ratio calculations, select the Exclude Items from Credit Ratio Calc. check box.
6. Save the changes.