OEEPI – Invoice Processing
Use OEEPI to update shipped sales orders to Invoiced or Paid (if the order has been paid in full) Stage.
OEEPI is scheduled to run automatically at 7PM EST. It is not common to run outside of the normal schedule. Accounts Receivable or a Sx.e Admin are the only parties that should be called upon to do a special invoice processing.
Reasons why Invoice Processing might need to be manually processed:
- If there is a credit/rebill situation and the orders are for different customers.
- If AR is correcting a posting application error on a customer’s account
- If an AR transaction is needed to show on a statement that we provide to the customer showing something has posted.
Menu: Sales > Entry > OEE Reports > OEEPI
Address: OEEPI
How to run an unscheduled OEEPI
Click <NEW> <One Time>
Print Type: File
File Name: OEEPI
Click <NEXT>
Leave this screen blank
Click <NEXT>
6 . Enter a List of Order #’s?
Click <LIST>
Enter the order(s), Click <ADD TO LIST> per order to invoice
Click <SAVE> once all orders have been entered and added to the list.
Leave all other Options as they are.
Click <Next>
Click <SAVE>
