An A/R Invoice Line Item Set stores line items that you frequently enter into A/R Invoices. (An A/R Invoice Line Item Set may contain one or more line items.) Storing Line Item Sets in the Library saves you time because, rather than having to create a new “Line Item” each time you create an invoice, you can simply retrieve the appropriate Line Item Set into the invoice. For information on how create a new A/R Invoice Line Item Set see “Adding/Editing A/R Invoice Line Item Sets.

An A/R Invoice Line Item Set “Detail View” can be accessed by expanding the Accounts Receivable folder in the “Module Explorer,” opening the Libraries subfolder and selecting the A/R Invoice Line Item Sets module. Choose a Line Item Set from the “List View.” The “Detail View” is displayed below.

“Name”

A name that identifies the Line Item Set – that is, distinguishes it from other Line Item Sets in the A/R Invoice Line Item Sets Libraries. When you retrieve a line item set, this is the name you select to retrieve it into an invoice.

“Line Items” table

A scrollable table of “Line Items” associated with the Line Item Set and displayed in the A/R Invoice Line Item Set “Detail View.” The table has three default columns: “Account Id,” “Description” and “Amount.” This table is configurable. For more information see “Working within a module.”

Column

Description

“Account Id”

Account Id credited with the invoice line item

“Description”

Line Item description that shows on an invoice.

“Amount”

Amount of line item

Sets menu

The Sets menu has the usual menu items discussed in “Working within a module” including the options listed below.

“New Row”

Choosing “New Row” creates a blank “Detail View” where you can then add a new Line Item Set.

“Delete Row”

Choosing “Delete Row” deletes the record. This command allows you to delete the record while it is still open. Choose this item if you want to delete an existing Line Item Set, and/or if you inadvertently chose the Set menu’s “New Row” item and unintentionally created a new blank record. (Note: A deleted Line Item Set cannot be “undeleted.” Therefore, be certain that you want to delete it before doing so.)

“Procedures”

Choosing this menu item displays a selection dialog box from which you can choose any other procedures that are implemented as “installed options.”

Output menu

“Line Item Sets Listing”

Choose this menu item to print a list of the A/R Invoice Line Item Sets created in your CC-Assist database. For more information, see “Creating output.”

“Other”

Choosing this menu item displays a selection dialog box from which you can choose any other outputs that are implemented as “installed options.”

Items menu

The Items menu allows you to edit an A/R Invoice Line Item Set. Using this menu you may add a “Line Item”, delete a “Line Item” and change the order of your “Line Items” within an A/R Invoice Line Item Set. This menu is also discussed in “Working within a module” and it includes the following items.

“Insert Row”

Choosing to “Insert Row” from the Items menu displays the “New Item” dialog box listing the “Line Item” types from which to choose. Choosing a “Line Item” type displays a blank A/R Invoice Line Item “Detail View.” Enter the information for the new “Line Item” that pertains to the invoice.

If the invoice in which you are currently working already has a “Line Item”, then choosing “Insert Row” will insert a new line item above the line item that is currently selected in the invoice.

“Append Row”

Choosing to “Append Row” from the Items menu displays the “New Item” dialog box listing the “Line Item” types from which to choose. Choosing a “Line Item” type displays a blank A/R Invoice Line Item “Detail View.” Enter the information for the new “Line Item” that pertains to the invoice.

If the invoice in which you are currently working already has a “Line Item,” then choosing “Append Row” will insert a new “Line Item” below the “Line Item” that is currently selected in the invoice.

“Open Row”

Choosing “Open Row” from the Items menu item drills down into the Items level allowing you to edit the “Account”, “Sales tax code,” “Description” or “Amount” of the selected “Line Item.”

“Delete Row”

Choosing “Delete Row” from the Items menu deletes the currently selected “Line Item.” This command allows you to delete the record while it is still open. Choose this item if you want to delete an existing Line Item Set, and/or if you inadvertently chose the Items menu’s “New Row” item and unintentionally created a new blank record. (Note: A deleted line item cannot be “undeleted.” Therefore, be certain that you want to delete it before doing so.)

“Procedures”

Choosing this menu item displays a selection dialog box from which you can choose any other procedures that are implemented as “installed options.”