The tree subject "Invoices" holds the invoices that were received or issued, one row per invoice. The demonstration database holds more than fifty of them, shown as "Invoices (50+)". The plus sign means that the list has read the first rows only. ## List Selecting "Invoices (50+)" opens the list of invoices: ![[20261025-estate-invoices-list.png]] The first five columns are visible in the picture. The other columns follow to the right and need the horizontal scroll bar. The columns are: - "Code": the code of the invoice. - "Organisation": the code of the organisation on the invoice. - "Organisation Name": the name of that organisation. - "Invoice Date": the date of the invoice. - "Payment Term (days)": the number of days within which the invoice has to be paid. - "Expected Maturity" - "Expected Maturity End" - "Description" - "Posted" - "Supplier Reference" - "Process Category Code" - "Process" - "Process Owner Full Name" - "Process Status" - "Process Phase End Status" ## Summary Expanding the node shows one child per invoice, named after its code. Selecting the child "CC20030094" opens the summary of that invoice: ![[20261025-estate-invoices-summary.png]] The summary opens on the tab "Invoice". It shows the fields of the invoice in the groups "General" and "Workflow", read only. The strip holds six tabs, in this order. The caption of a tab shows the number of rows once the tab has been opened: - "Invoice": the invoice itself. - "Invoice Lines": list of the lines of the invoice. - "Deviating Encoding": list of the lines of the invoice that were encoded differently. - "Documents": list of documents. - "Messages": list of messages. - "Organisation": the fields of the organisation on the invoice. For the invoice "CC20030094" the tabs "Invoice Lines" and "Deviating Encoding" hold three rows each. The tabs "Documents" and "Messages" are empty. The tab "Invoice Lines" lists the lines of the invoice, with the organisation and the flag "Deviating without Order": ![[20261025-estate-invoices-tab-invoice-lines.png]] The tab "Deviating Encoding" lists the lines with the project, the cost type, the organisation and the amount: ![[20261025-estate-invoices-tab-deviating-encoding.png]] The tab "Documents" is empty for this invoice. It shows the columns "MIME Type", "Original File Name", "Document Object Type", "Identifier" and "Project Full Name": ![[20261025-estate-invoices-tab-documents.png]] ## Edit Screen The toolbar button "Edit" on the summary opens the window "Edit Invoice": ![[20261025-estate-invoices-edit.png]] The window has the buttons "OK" and "Cancel", has no groups and shows the following fields. Fields with a bold label are required: - Left column: "Code", "Description", "Organisation", "Supplier Reference", "Payment Term (days)", "Invoice Date", "Synchronize with ERP" and "Process". - Right column: "Posted", "Expected Maturity" and "Expected Maturity End". The toolbar button "Add" on the list did not open a window when invoked through UI Automation, so no separate picture of an empty edit screen is shown. ## Toolbar The toolbar of the list shows these buttons: - "Add" - "Audit" - "History" - "Refresh" with a drop-down arrow - "Export" with a drop-down arrow - "Help" - "Design Mode" with a drop-down arrow The toolbar of the tab "Invoice" in the summary shows these buttons: - "Open" - "Edit" - "Copy" - "Delete" - "Audit" - "History" - "Refresh" with a drop-down arrow - "Design Mode" with a drop-down arrow - "Compare" - "Help" ## See Also - [[Invantive Estate/Concepts/Invoices|Invoices]] - [[Invantive Estate/Subjects/Finance/Invoices|Invoices]] - [[Invantive Estate/Subjects/Finance/Invoice Lines|Invoice Lines]] - [[Invantive Estate/Screens/Lists|Lists]] - [[Invantive Estate/Screens/Summaries|Summaries]] - [[Invantive Estate/Screens/Edit Screens|Edit Screens]]