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This screen fulfills the exact same function as select orders for invoicing, with the exception that it will allow you to perform minor edits to an order before invoicing. Some users have shut this screen off for some and left it as a manager only screen others make it a requirement to run every order through this screen.
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Detail
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Order # - when you enter this screen you will be required to enter an order number, once doing so information including the items that were on this order will default into this screen. The edit invoice selection screen will only let you work on one order at a time.
Bill to – The bill to address that was on the original order, this contact can be changed.
Ship To – The ship to address that was on the original order this contact can be changed
Authority – the tax authority that was on the shipping address of the original order
Terms – Terms from the original order these terms can be changed (with proper user permissions) and they will affect the receivable aging.
AR GL – this is the accounts receivable GL account that will be hit for this order. This is important for those using the branch management system, as branches are tied to the customer by the AR GL account.
PO – If a PO was entered on this order it will be here or it can be typed in at this point and will write to the customer history and the invoice. PO numbers are a searchable field in AR > Customer PO query.
FOB – the FOB that was on the order this cannot be changed
Sales Person – the salesperson of record on this order it cannot be changed here.
Waybill – If a waybill was added at shipping this is where you will see it
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