Changing Invoice Ship Dates for Reporting Purposes

You can automatically change the ship dates of invoiced orders so the orders are not included in reports. For example, if you run a sales report on Friday, but do not want to include certain orders, you can change the ship dates on those orders to the date for Saturday or Monday. Select the invoiced orders by date range, print status, or additional selection input, such as an invoice Batch ID or customer information.

The ability to change ship dates is also useful to move certain invoices outside a fiscal or month-end reporting period. On the last day of the month, for instance, you could change the ship dates of some orders into the next accounting period. This is usually done to move exceptional orders, which might distort your reports.

Using this feature also sends a Report of Changed Invoice Ship Dates to your Hold file, where you can view or print it. A message lets you know when the report is ready. The report lists the affected invoices, plus the original and new ship dates. It also lists any errors encountered, such as order records that could not be changed. In that case, you can manually edit the orders to change their ship dates.

After you run this utility, the Invoice Preview Queue will display only invoices that have been paid in full or that have a zero dollar invoice amount.

To change invoice shipdates:

From the A/R > Utilities menu, select Change Invoice Ship Dates.
In the Br/Tr field, press F10 and specify which branch or territory to use.
In the Start Date and End Date fields, press F10 and specify the desired calendar date range. Only invoices in this range are selected.
In the New Ship Date field, press F10 and specify a different calendar date. The date can be today or a future date. The ship dates for the selected invoices change to this new date.
Use the Print Status field if you want to only select invoices with a particular print status. Press F10 and select the P, Q, B, M, or H status. Or enter multiple print statuses, separated by a comma. If no print status is specified, invoices with all these statuses are selected.
In the Include Paid Invoices field, enter Y if you want to include invoices that have already been paid in full; otherwise, enter N.
To further limit the invoices selected, use the Select hot key. This opens an Additional Selection Input screen, which you can use to enter other criteria. For example, enter the invoices' Batch ID or enter one or more customers.
Change the ship dates by doing one of the following:
Use the Begin hot key to start the changes immediately.
Use the Sched hot key to use the Phantom Scheduler or other standard reporting options.