This is the date of the invoice. This is a required field and will default to the current system date.

This is the number of the current invoice, and is based on the defaults set in the Sales Order Entry Preferences window.

If you selected the On-Line Invoice Numbering check box, Gen.on Save will appear, which indicates that the invoice number will be assigned at the time the invoice is saved and cannot be changed.

If you did not select On-Line Invoice Numbering, the number for the invoice will be established based on system preferences when the transaction begins, but it can be changed by the sales clerk.

This number is assigned by the system. It will increment by one for each transaction entered in the current batch.

This is the date the items in the transaction will ship to the customer. This field defaults to the current system date.

This field shows the Discount Code that appears for the selected customer in the Discount field of the AR Customers window Credit/Collection tab. The entry in this field is combined with the entry in the Discount field of the IN Stock window Sales Info tab for each stock item purchased. The combination of the two codes is compared to the Discount Codes that were created in the Sales module and any matches will display a discounted price for the customer for each stock item.

Depending on the set up in the Sales Set Up Sales Entry Layout window, the clerk might be able to change this code.

These are the first and second Header Order Entry User-Defined Fields that are defined in the Sales Order Entry Preferences window on the OE User-Defined Fields tab.

These are the third and fourth Header Order Entry User-Defined Fields that are defined on the Sales Order Entry Preferences window on the OE User-Defined Fields tab.

This is the fifth Header Order Entry User-Defined Field, which is a date field, and is defined in the Sales Order Entry Preferences window on the OE User-Defined Fields tab.

These are the first and second shared Header Order Entry and Point of Sale User-Defined Fields which are defined in the Sales Order Entry Preferences window on the OE & POS User-Defined Fields tab and/or in the Sales Point of Sale Preferences window on the OE & POS User-Defined Fields tab.

These are the third and fourth shared Header Order Entry and Point of Sale User-Defined Fields which are defined in the Sales Order Entry Preferences window on the OE & POS User-Defined Fields tab and/or in the Sales Point of Sale Preferences window on the OE & POS User-Defined Fields tab.

This is the fifth shared Header Order Entry and Point of Sale User-Defined Field, which is a date field, and is defined in the Sales Order Entry Preferences window on the OE & POS User-Defined Fields tab and/or in the Sales Point of Sale Preferences window on the OE & POS User-Defined Fields tab.

This is the date the order is being placed. This field defaults to the current system date.

This is the customer’s purchase order number and is sometimes used to assist the customer in tracking this invoice for their business.

This is the Sales Department Code associated with the entire transaction. The default for this is determined in Module Preferences.

This is the Salesperson Code associated with the entire transaction. The Salesperson Code can determine the types of activities that the salesperson can perform, such as voids, and the payment methods the salesperson can accept. If you have a Salesperson Code in the Salesperson box of the customer’s AR Customers window, it appears here by default.

This is the shipping method for this transaction. It is an optional field. If you have a Ship Via Code in the Ship Via field of the customer’s AR Customers window, it will appear here by default.

This is the Sales Tax Code that applies to the entire transaction. If you selected the Taxable check box and entered a Tax Code in the Job Management window, that Tax Code will default here. You can change it if necessary.

This is the Terms Code that applies to the transaction. If you have a code in the Terms field of the selected customer’s AR Customers window, it appears here by default.

Click this button to log off the current salesperson and open a window that will require a salesperson to log in to the system to continue. If there is a transaction already in process when you click the button, the transaction will be cleared before the salesperson is logged off. If the transaction in process has not been saved, it will be lost.