How To - See adjustments, payments, bal due on same screen

Overview:
I want to be able to look up an invoice and see the amount of payments posted, adjustments posted and balance due.  I'd like to have this all on the same screen.

Steps:

Use the Customizer to add the fields that you want to see on the Invoice Inquiry screen.

1. Select Tools, Customizer
2. Double Click on Freight Billing Files
3. Look down the list and find Current/History Invoices.  Click on it.
4. Click on Contents.  This will open up some information on the right.  Then you must define the columns that you want to see.  You may change or add fields.

1. If you want to add fields, use the up arrow to increase the number of columns.
2. Use the following field names (expressions) if you want to add these fields:

ADJ          (total amount of adjustments posted)

PMTS       (total amount of payments posted)

CKNO       (check number of last payment posted)

PDDATE      (date last payment was posted)

1. To define your fields, click on one of the new columns in the column definition box.  
2. In the expression box, you must enter the field name that you want to see.  Several examples are detailed above or you can right click and select  Expression Builder to get a list of available fields in the file.  
3. Select the field that you want.  
4. Select Add to Expression and Apply.

You may change the heading if you want to see other verbiage in the column heading.  When you have completed the changes that you want, click Apply and then Preview.