The Invoice Dates Calendar Maintenance form is accessed via Contract Administration / Miscellaneous Options / Invoice Calendar Maintenance and is used to create, edit and delete financial calendars for specific cost centres if the invoice calculation for the financial year is to be based on thirteen periods.
The form is split into three areas. These are the Titlebar, the Invoice Date Calendar Maintenance Dialogue Box and the column of Command Buttons down the right-hand side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The calendar year for which the invoice dates are to be applied. The year may be entered directly or selection of the ellipsis button (...) immediately to the right of this field display a Calendar Year List Box from which the appropriate year may be selected. The required year should be highlighted with the mouse and the OK command button used to confirm the selection (alternatively, the required year may be double-clicked with the mouse).
Enter the Cost Centre (e.g. Accounts) directly or select the ellipsis (...) button immediately to the right of this field to initiate a Cost Centre search. The cursor is located in the search field. Key part or all of the required cost centre code and select the Cost Centre command button. Cost Centres matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Invoice Date Calendar Maintenance form.
Contains an Invoice Period grid displaying thirteen invoice periods. The required invoicing date for each period is to be entered for the selected cost centre.
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Invoice Date Calendar Maintenance form and returns to the Miscellaneous Options Menu.
Provides online access to a context sensitive Help form.
Enables the creation of an Invoice Date Calendar Maintenance record. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Invoice Date Calendar Maintenance record is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Invoice Date Calendar Maintenance record so that only required values need be edited.
Provides the facility for editing the set-up options of the current Invoice Date Calendar Maintenance record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Invoice Date Calendar Maintenance record.
On first accessing the Invoice Date Calendar Maintenance form this command button is greyed-out. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
On first accessing the Invoice Date Calendar Maintenance form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record e.g. "Record Secured OK".
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form.
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current Invoice Date Calendar Maintenance record.