A/R Invoice: General Area

Use this part of the A/R invoice to enter general information relevant to all items in the document.

To access this area, choose Sales – A/R A/R Invoice .

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

A/R Invoice General Area Fields

Contact Person
Name of the default contact person defined in the business partner master data. If required, specify a different contact person.

Customer Ref. Number
Displays the customer reference number, if defined.

No.
Field on the left: name of the numbering series. Specify a series. Field on the right: the number of the A/R invoice. If you choose the manual series, enter the relevant number. Note For China, Japan, Korea, Singapore, India, and Brazil, to set manual numbering, you need, have full authorization to document manual numbering select Manual from the left field. End of the note.

Status
Status of the A/R invoice: Open You can draw the document completely or partially to a document of a higher level. Open – Printed You printed the document and left it open. Canceled You canceled the document manually. Closed SAP Business One closed the document automatically when you drew it to another document. Draft The document is still a draft. Note A no-charge A/R invoice is closed automatically once you add the document. The following statuses apply to A/R reserve invoices only: Delivered The document is fully drawn to a delivery, but not yet fully paid. Paid The document is fully paid but not yet fully drawn to a delivery. End of the note.

Posting Date
Specify the posting date. The default value for this field is the current date on which the A/R invoice is created. If required, change the date. Caution If you change this date, the continuity of the numbers and dates on a document will be interrupted. End of the caution.

Due Date
Expected due date of the items or services. The default date is 30 days after the posting date. To change it, choose a different payment term in the dropdown list for the Payment Terms field in the A/R Invoice. Alternatively, change the due date manually.

Currency
Specify the display currency for the amounts in the A/R invoice. If the customer currency equals the local currency, the options are Local Currency and System Currency. If the customer currency is a foreign currency, the options include BP Currency. Your selection does not change the original currency of the document.

Sales Employee
Specify the sales employee who initiated the A/R invoice.

Owner
Specify the code of the employee who owns the A/R invoice.

Remarks
Enter additional information regarding the A/R invoice. You can edit the field contents even after the document is added.

Total Before Discount
Total amount of the A/R invoice before the discount for the document is calculated. Note If the discount is defined in the row for the item or service, the amount displayed in this field takes that discount into account. End of the note.

Discount %
In the field on the left, enter the percentage of discount. The field on the right displays the discount amount. If required, you can change the values of these fields.

Total Down Payment
Amount drawn from the paid down payment invoices or down payment requests, and subtracted from the total amount of the invoice. To view the details of the amount, choose to open the Down Payment to Draw window.

Freight
Displays the total freight for the A/R invoice. This field appears only if you have selected Manage Freight in Documents in Administration System Initialization Document Settings General .

WTax Amount
The amount withheld, according to the withholding tax definitions, and paid over or reported to the tax authorities on behalf of the person subject to tax. Appears only if you have selected Withholding Tax in Administration Setup Financials G/L Account Determination Sales tab, Tax subtab.

Rounding
This field appears only if the rounding method has been defined as By Currency in Administration System Initialization Document Settings General . When the total amount of the document is rounded according to the rounding method determined by the currency, the difference between the original amount and the rounded amount appears in this field.

Tax
Tax amount for the A/R invoice calculated according to your tax definitions.

Total
Total amount of the document including tax and discounts.

Applied Amount
The amount of the A/R invoice that was copied to a payment document or to a credit memo.

Balance Due
Amount of the A/R invoice that has not been paid or credited yet.

Payment Order Run
If the checkbox is selected, it indicates that this document, or at least one of its installments, is included in a payment order run. The checkbox is deselected in the following situations: The payment order row that includes this document or its installment(s) is removed from the payment order run. To remove a payment order row, in Payment Wizard: Step 6 - Recommendation Report, right-click the payment order row and choose Remove. The checkbox for this payment order row is deselected in the selection column. The payment order row that includes this document or its installment(s) is closed in the payment order run. To close payment order rows in which all the documents are fully paid, in Payment Wizard: Step 6 - Recommendation Report, choose the Close Payment Order Rows button. The Payment Order Status column displays `C` for the closed payment order rows. The payment order run that includes this document or its installment(s) is executed into a payment run. To execute a payment run, in Payment Wizard: Step 6 - Recommendation Report, choose the Next button. In Payment Wizard: Step 7 - Save Options, choose the Next button and choose Yes in the system message. Note When this checkbox is selected, the Copy From and the Copy To functions are disabled. End of the note. Note When this checkbox is selected, you cannot change values in the Due Date field in the general area and in the Payment Block field on the Accounting tab. End of the note.

Caution Caution

The only possible way of crediting an A/R invoice based on an A/R down payment invoice is to reopen it. To change the A/R invoice status, choose Data Advanced Change Document Status to Open .

End of the caution.

Country-Specific Fields: Brazil

Branch
Select a branch for which you want to create the document. Note This field is available only if you have enabled multiple branches. End of the note.

WT Amount (Inv.)
Displays the total amount of the WT Amount column. To display the Withholding Tax Table, click (Link Arrow).

Country-Specific Fields: India

Sequence Name
Specify a sequence from the dropdown list. The application generates the sequence automatically. Note This field appears only for documents that are assigned a sequence. End of the note.

WTax Liable
Select Yes from the drop down list if this transaction applies to TDS.

WTax Amount
Displays the amount of TDS deducted in the transaction. To edit the TDS tax, click (Link Arrow) to edit the tax information in the opening Withholding Tax Table window.

Country-Specific Fields: Korea

Business Place
From the drop-down list, specify the business place.

VAT Registration No.
Displays the corresponding VAT registration number of the business place.

Country-Specific Field: Belgium

Payment Reference No.
Additional key for the A/R invoice, which you use later to match a payment with the A/R invoice. There is no validation on the field.

More Information

A/R Invoice