You can manually enter one or more line items into an A/R Invoice, or you can retrieve a set of one or more line items into an A/R Invoice from the Library of A/R Invoice Line Item Sets.

An A/R Invoice Line Item Set is a set of one or more line items that are stored in a Library and can be retrieved as a set. Although an A/R Invoice Line Item Set typically contains only one line item, you can create a line item set containing more than one line item.

The A/R Invoice Line Item Set module is accessed by opening the Accounts Receivable folder in the “Module Explorer,” opening the Libraries subfolder and selecting the A/R Invoice Line Item Sets module.

A/R Invoice Line Item Sets “List View”

A scrollable table that contains all stored A/R Invoice Line Item Sets. The table has two default columns: “Name” and “Amount.” This table is configurable. For more information see “Working within a module.”

A/R Invoice Line Item Set “Detail View”

The A/R Invoice Line Item Set “Detail View” displays a table with information for the currently selected A/R Invoice Line Item Set from the A/R Invoice Line Item Set “List View.” For more information see “A/R Invoice Line Item Set ‘Detail View.'”

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” item creates a blank “Detail View” where you can then add a new A/R Invoice Line Item Set.

“Delete Row”

Choosing the Sets menu’s “Delete Row” item deletes the A/R Invoice Line Item Set. This command allows you to delete the record while it is still open. Choose this item if you want to delete an existing A/R Invoice 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 Items 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.”