Invoice ➔ To be processed ➔ Select / Search
In Exact Globe Next, you can find sales invoices, direct invoices, credit notes/invoices, and/or commission invoices that have not been processed. From the overview screen, you can zoom in on detailed invoice overviews, item transactions cards, debtor and item maintenance cards, which provide a clear overview of your invoices with the relevant information about the debtors and items concerned. Invoices that have been printed and processed will not be displayed in this overview.
You can filter the invoices to be processed that you want to display. To search for the invoices, you can define one or more of the following criteria and click Search. The invoices that match the defined search criteria are then displayed. A list of options will be displayed if you click at Sales order, Invoice code, and other fields. From the list, select an option and click Select.
Note: It is possible that not all columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Click this to search for invoices based on the defined criteria.
Click this to clear the defined criteria.
Type the number of rows to be displayed in each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons will become available.
Click this to return to the previous list of results.
Click this to go to the next list of results.
Select the required option to filter the search that starts with or contains a certain letter or word.
Note: Different columns of data will be displayed based on the selected grouping of data.
Select All to obtain all unprocessed invoices types or select any one of the following to obtain an overview of the respective types of invoices:
Note: This option is available if you have grouped by None, Invoice debtor, Sales order debtor, or Sales order.
Type or select a sales order date or date range to display invoices that fall within the selected sales order date range. By default, the All check box is selected to display invoices that fall on any sales order date.
Note: Typing or selecting only the start date will display invoices with the selected sales order date and later dates. Typing or selecting only the end date will display invoices with the selected sales order date and earlier dates.
Type or select the sales order number or a range of sales order numbers to display the invoices of the selected sales order(s). By default, the All check box is selected to display invoices of all sales orders.
This refers to our reference number. Type a full your own reference number (internal reference number) to display the invoice that matches the entered reference number.
Type a full or partial customer’s reference to display the invoice(s) that match the entered reference.
Type a delivery note number to display the invoice originated from the sales order that the delivery note belongs to.
Type or select an invoice code to display invoices with the selected invoice code.
Type or select the selection code to display invoices with the selected selection code.
Type or select the ID or name of the customer who placed the sales order of the invoice(s).
Type or select the ID or name of the debtor who receives the invoice(s).
Type or select the resource ID or name of the resource who created the invoice(s).
Select an item code, which is quoted in the invoice, to display invoices with the selected item code.
Note: This option is available if you have grouped by None.
Click this to view the item financial card of a selected invoice line.
Note: This button is enabled only if you have grouped the invoice by None. If you have selected a different grouping, this button is enabled when you select a group of invoices and then click Zoom.
Click this to view the financial card of a selected debtor. For more information, see Viewing debtor cards.
Note: This button is enabled if you have grouped the invoice by None, Invoice debtor, Sales order debtor, or Sales order. If you have selected Sales order date or Invoice code, this button is enabled when you select a group of invoices and then click Zoom.
Click this to view the sales order.
Note: This button is enabled only if the invoice has been generated from a sales/service order.
Click this to view the delivery note. For more information, see Viewing delivery notes.
Note: This button is enabled only if the invoice has been generated from a sales order and the items from the sales order have been fulfilled.
Click this to view the item maintenance or modify the details of the item of the selected invoice line. For more information, see Creating and maintaining items.
Click this to view and edit the debtor that the selected invoice belongs to.
Note: This button is enabled only if you have grouped the invoice by None, Invoice debtor, Sales order debtor, or Sales order. If you have selected Sales order date or Invoice code, this button is enabled when you select a group of invoices and then click Zoom.
Click this to view the individual invoice records of the selected grouped invoices. If you want to view the invoice in read-only mode, select an invoice record and click Zoom again.
Click this to return to the previous grouping view.
Note: This button is enabled only if you have clicked Zoom to view the details of the selected invoice.
Click this to exit.