(06.24.01-00) Next Bill Date Column in the Search Orders Window

Reference No: 29114

Details

You can now view the Next Bill Date column in the Search Orders window displaying the Next Bill Date for the Invoice that is not posted. The details are explained in the sample workflow given below:

Sample Workflow

1. Select the Account module and tag a Company [XIAOMI].

2. Create a Rental Reservation Order [ORD-315] for the Duration [14d] with the Start Date [04-Jul-2017] and End Date [18-Jul-2017].

3. Add the Serial Item [MI BANDS] with the Qty [1], Unit [Day] and Day/Each Price [100.00].

4. Select the Payment tab and select the Pay At drop-down as Periodic Billing.

5. Click the Billing Terms importable button. The Billing Terms window is displayed.

6. Click the Add button. The Billing Terms window is displayed. Define the Billing Terms, as shown in Figure 1.0.

7. Tag the Billing Terms [Weekly].

8. Click the Done Icon to generate the Invoice. Two Invoices are generated with the dates as follows:

• Invoice ID [392195] - Start Date [04-Jul-2017] and End Date [10-Jul-2017]

• Invoice ID [392204] - Start Date [11-Jul-2017] and End Date [17-Jul-2017]

9. Select the View menu > Invoices option. The Invoice List window is displayed exhibiting the above mentioned Invoices, as shown in Figure 1.1.

10. Select the Invoicing module > Receivables tab.  

11. Click the New icon and create a Receivables Batch [ID392255].

12. Post the Receivables Batch [ID392255] by selecting the Invoice ID [392195] from the Invoice List window comprising of the Start Date [04-Jul-2017] and End Date [10-Jul-2017].

13. Select the Actions menu > Post Batch command. The Post Batch dialog box is displayed.

14. Select Invoice Format drop-down as Great Plains.

15. Exit the Invoicing module.

16. Select the Account module > Search Orders icon. The Search Orders window is displayed.

17. Search for the Order [ORD-315].

18. The Next Bill Date column for the Order [ORD-315] in the Search Orders window displays the Next Bill Date as 11-Jul-2017 for the Invoice ID [392204] that is not posted, as shown in Figure 1.2.