Add Invoice Lines for Orders Helper Properties
The Add Invoice Lines for Orders helper allows the following properties to be set.
Behavior
| • | Allow to Delete Invoice Line – Select this check box to display the Delete Invoiceline Tool, which allows you to remove invoice lines. |
| • | Allow to Modify Orderline – Select this check box to display the Modify Orderline Tool, which allows you to modify the linked orderlines. |
Defaults
On the Defaults tab, you can set defaults to customize your use of the helper.
Search Preferences
Select the following search options.
| • | Preferred Search Type – Select one of the search method options. |
| • | Preferred Search Index – Select an index from the list. The default value is Invoice ID. |
| • | Item Library – Select a default item library from the list. You may select an item library when performing a bibliographic search to limit your search results to include only items owned by the selected library. |
| • | Display Amount Warnings – Selects the Amount option under Warnings on the Invoice Search step when Invoice Control Number or Invoice ID is selected as the search index. If this option is selected, a warning message displays when the invoice selected in the helper contains invoice lines that did not pass an amount validation. The warning message displays when the difference between the amount invoiced for an item and the discounted price of the item (from the orderline of the displayed invoice) exceeds the threshold set in the Session Settings wizard. By default, the Display Amount Warnings check box is cleared. |
Note: You must select the Warn When the Difference Between Invoice Amount and Order Amount Exceeds % and $ check box and specify a percentage and/or monetary amount threshold in the Session Settings wizard to see amount warning messages in the helper. If you select the Display Amount Warnings check box but do not set the corresponding Session Settings properties, the amount warning messages will not display in the helper.
| • | Display Quantity Warnings – Selects the Quantity option under Warnings on the Invoice Search step when Invoice Control Number or Invoice ID is selected as the search index. If this option is selected, a warning message displays when the invoice selected in the helper contains invoice lines that did not pass a quantity validation. The warning message displays the total quantity invoiced is greater than the quantity received on the orderline of the selected invoice. By default, the Display Quantity Warnings check box is cleared. |
Note: You must select the Warn When the Invoice Quantity Exceeds the Received Quantity check box in the Session Settings wizard to see quantity warning messages in the helper. If you select the Display Quantity Warnings check box but do not set the corresponding Session Settings property, the quantity warning messages will not display in the helper.
Invoice Line Defaults
Select the following invoice line options.
| • | Link – Type a default link for invoice lines, either ADJUST, Copy Prorated, FUND, Line Prorated, ORDER, Price Prorated, Rebate/Adjust, Rebate/Fund, Tax/Fund, or Tax/Adjust. See Invoice Link Types for more information. |
| • | Quantity – Type a default quantity of items for invoice lines. |
| • | Default Tax Fund – Select a default fund to use for tax amounts. Use the Fund Search gadget to select a fund. |
Note:
| • | Tax Exempt – Select this check box to create tax exempt invoice lines by default when tax lines are created manually. This check box is cleared by default. |
Note: This check box displays only if SirsiDynix Symphony is configured to use the Invoice Tax feature, and the Vendor Tax Exemptions policy in the Global Configuration wizard is set to Use Vendor Tax Exemptions.
This default does not affect the tax exemption settings for tax invoice lines created automatically.
Helpers
On the Helpers tab, you can select the Helpers you want to display in the Add Invoice Lines to Order helper. Click the Display Bibliographic Description button and Create Invoice Lines for Order button to display the Helper properties that you can set.
It is important to select the Create Invoice Lines for Order check box. The Add Invoice Lines for Order helper work flow requires using the Create Invoice Lines for Order helper.
| • | Display Bibliographic Description Helper Properties |
| • | Create Invoice Lines for Order Helper Properties |
| • | Display All Invoice Lines Helper |
| • | Display Funds Summary Helper |
| • | Prorate Invoice Helper |
| • | Save Funds Summary Helper |
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