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:

• None.

System Effects

As a result of this activity:

• Various codes can be entered in the Customer Invoice Analysis/Lines and Manual Customer Invoice/Lines windows.
• 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:

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