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