Add Invoice for Order Helper Properties

The Add Invoice for Order helper allows the following properties to be set.

Behavior

On the Behavior tab, select or clear the following check boxes.

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Auto Generate Invoice ID – If selected, a new invoice ID will be automatically assigned as invoices are created. Your system must have auto-generated IDs for invoices defined in order to use the automatic ID feature. This property is cleared by default.

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Show Invoice Extended Information – Click this check box to display invoice extended information fields.

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Show Invoice Line Extended Information – Click this check box to display invoice line extended information.

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Allow to Delete Invoice Line – Click this check box to display the Delete Invoiceline Tool, which allows you to delete invoice lines.

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Allow Modify Orderline – Click 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.

Invoice Defaults

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You can select a default date invoiced using the Calendar gadget in the Date Invoiced field.

Invoice Line Defaults

Select the following invoice line options.

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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.

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Quantity – Type a default quantity of items for invoice lines.

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Default Tax Fund – Select a default fund to use for tax amounts. Use the Fund Search gadget to select a fund.

Note: This field displays only if SirsiDynix Symphony is configured to use the Invoice Tax feature.

Helpers

On the Helpers tab, you can select the Helpers you want to display in the Add Invoice for Order helper. Click the Display Bibliographic Description and Create Invoice Lines for Order buttons to display the Helper properties that you can set.

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Display Bibliographic Description Helper Properties

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Create Invoice Lines for Order Helper Properties

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Display All Invoice Lines Helper

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Display Funds Summary Helper

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Prorate Invoice Helper

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Save Funds Summary Helper