Select invoice by customer

This option can be used to list invoices with the same number which are billed to different customers. This would only happen when number sequences are used again over a period of time. The option displays a list of invoices and allows the user to select the invoice with a customer number which matches the claim customer number being entered. If there is only one document the selection will be automatic. The program will return the Billing number.

1. In the menu, expand Base Modules > Distribution > Debtors & Claims > Claims > Entry and double-click Claim Entry/Approval. CLE005 Claims Entry/Maintenance selection panel appears.
2. Enter customer number.
3. Click function Select cust. DSI960 Document Search Selection panel appears.
4. Key in document number. DSI960 Document Search Selection panel is displayed with all invoices.
5. Select the customer for which to create claim. Document details are copied as claim details for the selected customer.