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Millennium Login Manager tutorial Innovative Interfaces
Settings » Invoice » Options For New Invoice
OPTIONS FOR NEW INVOICE  Acquisitions



Don't ask these questions
If this check box is not selected, a dialog containing the Invoice options listed below will display the first time you enter Invoice mode during a session. Select this check box to choose default Invoice options and prevent the dialog from displaying automatically.

Use Paid Date as Date Received?
This option is offered if your Combine receiving and invoice entry is set to "Yes."
If this check box is not selected, the system does not change the order record's RDATE (e.g. when receiving and invoice processing are done at different times, for partial receipts, or when processing invoices for prepaid orders).

Warn if the item has not been received?
This option is only offered if you uncheck the Use Paid Date as Date Received? setting above.
If this check box is selected, the system warns you when you process an invoice for a record that has not been received. If this check box is not selected, the warning is suppressed (e.g. when processing an invoice for a pre-paid order).

Prompt for note for each line item?
If this check box is selected, the system prompts you to add a note as you key the line item. If this check box is not selected, you can add a note to the line item, but are not automatically prompted to do so.

Are you going to be keying list prices?
This option is offered if your Key both list price and net price on invoice is set to "Yes."
If this check box is selected, the system allows you to key a list price and a net price (in the Paid column) for each order record. If this check box is not selected, the system allows you to key a net price for each order record.

Display subscription dates on invoice?
If this check box is selected, the system automatically displays the Sub From and Sub To columns during invoicing for entering subscription dates. Note that if this option is not selected, the Prompt for subscription dates option below is not available.

Prompt for subscription dates?
This option is offered if you select the option Display subscription dates on invoice above. If this check box is selected, the system uses a popup box to remind users to enter subscription dates during the invoicing process.

Use foreign currency amounts?
This option is offered if your Library uses foreign currencies is set to "Yes".
If this check box is selected, the system allows you to toggle between foreign and local currency using the Tools menu. When you start the invoice processing, you are prompted to choose a foreign currency. The currencies and rates displayed are from your . If this check box is not selected, currency will be keyed in local currency and cannot be converted to foreign currency.

Apply usetax
This option is offered if your Library subject to use tax is set to "Yes" or "Yes (specify rate)". The value entered here will be the default when processing invoices.

You can change the default use tax setting on the actual invoice form by choosing an alternate option in the Apply usetax pull-down menu.


The following options are available:

None - no use tax is charged for the invoice

All - the use tax rate is applied to all line items on the invoice

Some - for each line item on the invoice, check the Usetax check box to indicate that use tax should be charged for that item



As Coded - the system checks for a coded field in the order record. If the field is coded with the value for use tax, the line item is charged for use tax. to set up order record encoding.

For additional information, refer to the Innovative Guide and Reference, Page # 100642:

Rate
This option is offered if your Library subject to use tax is set to "Yes (specify rate)", and Apply usetax is set to "All," "Some," or "As Coded".



You cannot use more than one usetax rate on a single invoice.


Use tax rates are entered by the library. For further information, refer to the Innovative Guide and Reference, Page # 105535: