Add Invoice Lines Wizard PropertiesAdd Invoice Lines Wizard PropertiesYou can change certain system settings and defaults for the Add Invoice Lines wizard using the Set Properties window. The Add Invoice Lines wizard allows you to set the following properties.
Display Property Page
The Display Property Page value allows you to choose when to display the Add Invoice Lines wizard’s set properties window. Select one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window as part of the wizard work flow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Behavior
On the Behavior tab, select or clear the following check boxes.
| • | Allow to Delete Invoice Line – Select this check box to display the Delete Invoiceline Tool, which allows you to remove invoice lines. This check box is cleared by default. |
| • | Allow Modify Orderline – Select this check box to display the Modify Orderline Tool, which allows you to change information in a linked orderline. This check box is selected by default. |
Defaults
On the Defaults tab, you can set defaults to customize your use of the wizard.
Search Preferences
The Search Preferences can be set to customize the Invoice Search step of the wizard.
| • | 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 – Select this check box to select the Amount option under Warnings on the Invoice Search step when Invoice Control Number or Invoice ID is selected as the search index. If the Amount option is selected, a warning message displays when the invoice selected in the wizard 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 wizard. 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 wizard.
| • | Display Quantity Warnings – Select this check box to select the Quantity option under Warnings on the Invoice Search step when Invoice Control Number or Invoice ID is selected as the search index. If the Quantity option is selected, a warning message displays when the invoice selected in the wizard 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 wizard. 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 wizard.
Invoice Defaults
Make the following selection for invoice defaults.
Automatically Open Add Invoiceline Window – Select this check box to display the Add Invoiceline window after you search for and select the correct invoice in the wizard’s initial search step. If this check box is cleared, the wizard will display the Invoice and Invoice Lines tabs of the invoice you select in the wizard’s initial search step; use the tools on the Invoice Lines tab to add and modify invoice lines.
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 and tax rebate amounts. Use the Fund Search gadget to select a fund. |
Note: Making changes to the default tax fund setting in the Add Invoice Lines wizard properties changes the default tax fund setting in the Session Settings wizard.
If the Calculate Invoice Taxes Automatically property is selected in the Session Settings wizard, and you specify a default tax fund that does not exist or is overencumbered, the “Fund not found (Error calculating tax lines)” message displays when you try to add an invoice line.
Invoice lines for taxes and tax rebates will not be automatically created when the message displays. You must correct the default tax fund selection before the invoice lines can be added.
Helpers
On the Helpers tab, you can select the Helpers you want to display in the Add Invoice Lines wizard. Click the Display Bibliographic Description button and Create Invoice Lines for Order button to display the Helper properties that you can set.
| • | Display Bibliographic Description Helper |
| • | Create Invoice Lines for Order Helper |
| • | Display All Invoice Lines Helper |
| • | Display Funds Summary Helper |
| • | Lock Invoice Helper |
| • | Prorate Invoice Helper |
| • | Save Funds Summary Helper |
Related topics
© 2006, 2014 SirsiDynix