Page Comparison

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Button	Description
Pay	Generates and allocates a new customer payment for the selected open item(s). The amount in parentheses shows the balance of the selection. Highlight the open items you want to pay, then click Pay to generate and automatically allocate a new customer payment.
Allocate	Generates an allocation for the selected open item(s). Highlight the open items you want to allocate, then click Allocate to generate an allocation.
Group filter	This allows you to group the open items in the list.
View filter	This allows you to view only unallocated open items, or all open items.
Show Details	Opens the selected open item in a new tab.
Print Preview	Shows a print preview of the entire list.

Field	Description
Date	The date and time of the open item.
Age	The age of the open item.
Type	The type of open item (e.g. SALINV for tax invoices, SRVINV for service order invoices).
External Code	An optional alternate code for the transaction. This is not normally used.
Transaction Number	The transaction number of the open item.
Value	The total value of the open item.
Balance	The amount owing on the open item. This may differ from the value if a part payment has been made.
Description	A description of the open item.
Due	The date when the open item is due.
Rev	Shows whether the item has been reversed.
Tax Value	Shows the total value of all tax applied to the open item.

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Button	Description
View filter	Lets you choose what allocations to view.Print Preview	Shows a print preview of the list.

Field	Description
Date	The date and time of the allocation.
Transaction Type	The transaction type for the allocation.
Transaction Number	The transaction number of the allocation.

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Button	Description
View type	This allows you to sort the list by date or by product.
Filter	This allows you to view only product movements from the last three months, or all product movements.
Associated Products	Shows the Associated Products window for the product on the selected line.
Price Book Entries	Shows the price book entries for the product on the selected line.
Product History	Shows the transaction history for the product on the selected line.
Show Product Movement Allocation	Opens the product movement allocation for the selected product movement. This is not available for all product movement types.	Print Preview	Shows a print preview of the entire list.

Field	Description
Date	The date when the product movement occurred.
Period	The period in which the product movement occurred.
Product Site	The identifier of the product at this site.
Transaction Type	The type of transaction that triggered the product movement (e.g. sales shipment, purchase order receipt)
Transaction Number	The transaction number of the product movement.
Qty	The quantity of product moved. A positive quantity indicates incoming (purchased) products, while a negative quantity indicates outgoing (sold) products.
Location	The location of the movement. For purchases, this will be the location where the products were delivered; for sale shipments, this will be the location from which the products were picked.
Tax Code	The tax code associated with the product movement. This is derived from the Tax Code on the transaction line that created the product movement. The tax codes on transactions default from the Tax Code Buy and Tax Code Sell fields on the product’s record.
Tax Value	The total value of tax applied to the product movement.
Qty on Hand	The quantity of product on hand after the product movement.

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Button	Description
Credit	Generates a credit for the selected sale invoice.
Generate Machine	Generates a machine from the invoice. The product from the first invoice line will become the machine, and any other lines will become accessories on the machine.
Filter view	Lets you view invoices from the last three months, or all invoices.	Print Preview	Shows a print preview of the list of invoices.

Field	Description
Date	The date of the invoice.
Transaction Number	The transaction number of the invoice.
Customer Order	The customer order number for the invoice.
Cost Ex Tax Invoiced	The total cost invoiced to the customer, excluding tax.
Value Ex Tax Invoiced	The value of goods invoiced to the customer, excluding tax.
Tax Value Invoiced	The amount of tax invoiced to the customer.
Value Inc Tax Invoiced	The value of goods invoiced to the customer, including tax.
Charge To	The card to which the invoice is charged. This is taken from the Charge To field on the General tab.

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