MANUALS > Production > Production Module > Production, Explorer Menu > Customer Invoice Authorization > Customer Invoice Authorization Buttons > Invoice Merge Button, via Customer Invoice Order Authorization

The user may select the Invoice Merge button to merge one invoice to another one.

Note: Both invoices must exist for the same Customer Number.

In the following example, the user will merge two invoices. Select the Invoice Merge button.

In the Invoice Merge window, select from any of the below fields to query for the invoice to be merged.

In this example, the user has elected to query by the Invoice. Select the Find button to query.

All invoices for the Customer Number appear. Select the invoice to be merged with the first invoice by selecting the Merge checkbox. Select the Invoice Merge button.

The following information/options are available in this window:
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Company

The company creating the invoice.

Note: For more information, refer to Multi-Company Functionality.

Customer

The customer being invoiced for the work.

Invoice

Enter the Invoice reference to query for.

W/O Category

Enter the Work Order Category to query for.

From/To

Specify the from/to date.

Note: These fields will filter Invoices by Created Date.

A/C

Used to query based on A/C

W/O Actual Completion (From-To) range

Enter the W/O Actual Completion Date (From-To) Range to query for.

Select All button

Click on the Select All button to select all of the invoices in the below window.

Deselect All button

Click on the Deselect All button to de-select all of the invoices in the below window.

Module drop down

Select from one of the following, to query for invoices by module:

• Production
• Shop
• All
• Rental
• Exchange Out
• Sales Order
• PBH

Priority

This field will query by sales order priority.

Reference

Enter the appropriate reference code.

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Once the invoices are merged, notice that the second invoice is no longer listed and has now merged with the first invoice.