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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. 

 
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.
4- Payments Modal
Payments modal displays the list of payments applied to the Invoice selected.
5- Scheduled Payments Modal
This modal displays the list of payments scheduled for the invoice selected.
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. Invoice detail can be displayed in tabular or content mode.  This example is tabular mode.
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. Invoice detail can be displayed in tabular or content mode.  This example is content mode.
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.
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. 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 will be displayed.
Invoice Document Restrictions
Profile > Account Receivable
Limits the invoice types to display in Invoice History and Invoice Payments.
Discount Line Type
Sales > Settings
The line type that is assigned to the sales order line generated when an order level discount is entered for an order. Order level discounts include percentage or fixed amount discounts entered during order entry.
Cross Reference Type for Customer Product Number
Ecommerce > Settings
JD Edwards item cross reference type code representing customer item number.
Quote Miscellaneous Line Type
Sales > Quotes
The line type used to insert miscellaneous lines on a quote.  If left blank the user will not see the option to add miscellaneous lines to a quote.
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.
Unit of measure display mode
Inventory

Unit of measure display mode. The options are: 

  • Do not display UOM
  • Show UOM as a display only field
  • Enable UOM selection by the user
Please note that when this setting allows the user to selection a new UOM the list of UOM available to the customer is dependent on the F41003 (primary and transaction UOM as well as all UOM that can be converted to those) or the F41002 (all UOM for the item).  In all cases the UOM must be configured for the Store to appear in the Ecommerce selection list.
Display massive actions
Catalog > Product Listings
Determines if massive actions (such as add to cart or add to wish-list) are displayed or not. Does not apply to the Most Viewed Thumbnail view, Recently Viewed Thumbnail view, Compare and Quick Order Widgets.
Display add to cart
Catalog > Product Listings
Determines if the add to cart option is displayed or not. Does not apply to the Quick Order widget.
Products default unit of measure calculation mode
Unit of Measure
Defines how the default unit of measure is calculated for products. The options are:
  • Use P4210 settings
  • Use Product Pricing UOM
  • Use Product Primary UOM
  • Use a specific UOM
Products Default UOM
Unit of Measure
Determines the specific units of measure available for products.
Enable preferences cookies
Web Site > Cookies
Enable preferences cookies (used to save web user preferences like page size, sort by, layout mode).
Display product images
Web Site > General Behavior
Determines if product images will be displayed or not.
Display product images in tabular mode
Web Site > General Behavior
Determines if product images will be displayed in tabular mode.
Action after add to cart
Web Site > General Behavior
Determines behavior upon adding items to the cart. The options are:
  • Redirect to Shopping Cart
  • Stay on the same page
  • Display added to cart confirmation modal
Paging display mode
Web Site > Paging Configuration
The options are:
  • Enable user to change the number of records per page
  • Show fixed records per page
  • No paging
Number of products per page - On Grid
Web Site > Paging Configuration
Page size options when viewing in grid mode.
Default page size - On Grid
Web Site > Paging Configuration
The default page size when viewing products in grid mode.
Number of products per page - On List
Web Site > Paging Configuration
Page size options when viewing in list mode.
Default page size - On List
Web Site > Paging Configuration
The default page size when viewing products in list mode.
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 Pricing Information
Determines if the web user is allowed to see pricing and price break information. If the web user does not have permission they can still browse your catalog, but they won't see pricing.
View Shopping History
If the web user does not have permission to view order history then Shopping History option is hidden.