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Electronic Invoice Presentment and Payment
Account
Miscellaneous

Account

Release 7.0

Invoice History

scInvoiceHistory sc-invoice-history

This widget allows authenticated web users a tool to search for and inspect invoices they have received from purchasing your products.  This option will not be available for consumers. When selected the user will have multiple fields they can use to search and locate invoices as desired. 

 

Invoice History

This control provides authenticated web users the functionality to search invoices and to view invoice detail.  The widget requires the user to be authenticated and it must be placed on a page with authentication permissions.

Sample Views
1- Invoice History

This search screen offers the user a tool to search for and inspect invoices they have received from purchasing products.  This option will not be available for consumers. Invoices can be filtered by all or open invoices.  Additionally, the results can be limited by 7, 30, 180, or 365 days. The invoice # and Order # are hyperlinks that the user can click on to view more detail.  For each record the row actions available are view detail, payments, pay invoice and download PDF. 

Please note the Open Amount calculation considers records stored in the F03B13Z1 so that payments not yet posted for the invoice aren't ignored.

2- Advanced Filter
If needed the user has advanced filters available to search for invoices.
3- Invoice Schedule Modal
Invoice schedule modal displays the list of payments for the selected invoice.
sc-invoice-history_payment-schedule-modal-mb
4- Payments Modal
Payments modal displays the list of payments applied to the Invoice selected.
sc-invoice-history_payments-modal-mb
5- Scheduled Payments Modal
This modal displays the list of payments scheduled for the invoice selected.
sc-invoice-payment_schedule-payment-modal-mobile
6- Invoice Detail - Tabular Display Mode
Clicking the Invoice Number link from the Invoice Search screen will redirect the user to the Invoice Details page.  From within the Invoice Details page the user can review the invoice or click the Sales Order link to review the sales order.  They may also choose to click the Add To Cart button for an item and add it to their cart for reorder. Please note freight, discount, and tracking lines will not be visible here as they are only considered to calculate totals. Invoice detail can be displayed in tabular or content mode.  This example is tabular mode.
sc-invoice-history_tabular-items-dsk
7- Invoice Detail - Content Display Mode
Clicking the Invoice Number link from the Invoice Search screen will redirect the user to the Invoice Details page.  From within the Invoice Details page the user can review the invoice or click the Sales Order link to review the sales order.  They may also choose to click the Add To Cart button for an item and add it to their cart for reorder. Please note freight, discount, and tracking lines will not be visible here as they are only considered to calculate totals. Invoice detail can be displayed in tabular or content mode.  This example is content mode.
sc-invoice-history_invoice-detail-dsk
sc-invoice-history_invoice-detail-mb
Print Friendly Image
Selector of the Company image to be displayed in Print friendly.
Product Display Mode
Defines if products are displayed in content or tabular mode.
Invoice Detail Pdf Download Option
Defines the “Pdf File Search Path” and the “File Name Format” required to allow user download the Invoice Detail pdf file.
Display Invoice Schedule
Defines if the Invoice schedule is displayed or not. Default value is true.
Sales Order Document Restrictions
Sales > Settings
Sales order types to display in Order Status / Shopping History. Also defines which document types can be modified.
Allow Foreign Transactions
Sales > Settings

Determines if orders can be recorded in a currency other than the base currency of the company. Possible Options are:

  • Yes - Allow and display foreign currency. For customers currency will pull from the customer master.  For consumers the currency will pull from the default customer assigned in the Management Console.
  • No - Do not allow or display foreign currency
Decimal Places to Display Totals
Sales > Settings
Determines how many decimal places are displayed for totals.
Calculate Tax in History Search
Sales > Settings

Determines if tax is calculated in historical searches. For Customers working with Tax included it is recommended to configure the setting On. Please note performance may be impacted when this setting is on to allow for calculations (for example during the export to Excel from Shopping History). 

This setting applies for the Search and the Detail views as follows:

  • Shopping History
  • Search by Items
  • Order Detail
  • Invoice Detail
  • Return Detail (not available for Electronic Invoice Presentment and Payment (EIPP))
  • Quote Detail (not available for Electronic Invoice Presentment and Payment (EIPP))

For Customers working with Tax included it is recommended to configure the setting On.

Store Companies
Profile > Account Receivable
Companies for which information on the site will be displayed. Recent orders, Recent invoices, etc will display information from all the store companies defined here. The exception is the Account Balance element that will display information from company 00000.
Invoice Document Restrictions
Profile > Account Receivable
Limits the invoice types to display in Invoice History and Invoice Payments.
Tracking Line Type
Shipping > Settings
The line type that will be assigned to the tracking line generated on orders that contain products to be shipped to the customer.
Carrier Search Type
Shipping > Settings
The address book search type used to display shipping carriers when order is to be picked up by customer or shipped on customer's parcel shipping account.
Freight Line Type
Shipping > Settings
The line type that will be assigned to the freight line generated on orders that contain products to be shipped to the customer/consumer.
Display product number
Inventory
For CMS stores this is the product number that will be displayed upon entry and validation of a product. For Electronic Invoice Presentment and Payment (EIPP) stores this is the product number shown in order and invoice history. This is also the product number that will be used throughout the Management Console. 
View Invoice History
If web user does not have permission to View Invoice History then the user is redirected to an internal error page where an error message is displayed. (“You are not authorized to execute this action”).
Pay Invoices
Determines if the web user is allowed to pay invoices.
View Shopping History
If the web user does not have permission to view order history then Shopping History option is hidden.

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