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Release 7.0

Invoice History

scInvoiceHistory

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.

Widget Modes

Management Console Settings

SmarterCommerce Configuation Settings

Web User Permissions

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.

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. 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.

7- Invoice Detail - Content Display Mode

Widget Properties

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.

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.

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.

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.

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, search mode, delimiter, and layout mode).

Display product images

Web Site > General Behavior

You can decide to show/hide product images on your website. When the setting is setup to show images, you must configure the Product Thumbnail Sizes.

This setting affects all widgets except Catalog and Search Results. These widgets have a property in the designer to allow user to configure to Show/ Hide images and to select the image thumbnail size.

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