Note
This feature is only available if the Summary Invoice interface is enabled.
Summary types define how to summarize invoices based on your operations and customer preferences. You may need several summary types to satisfy a variety of customer billing agreements.
Create a summary type
- In the Navigation pane, highlight the Accounts Receivable > Setup > Summary Types folder.
- Click
. The New Summary Type window opens.
- Enter a unique Code for the summary type. You can use up to 30 characters.
- Enter a Description of the summary type.
-
In the Invoice Scheme field, select the invoice scheme to use for numbering summary invoices of this type.
Tip
To avoid confusion, use different invoice schemes for summary invoices and transaction invoices.
- In the Customer Option field, select which customer to summarize transactions for. Your options are:
- Invoice Customer. Summarize transactions for each invoice customer.
- Payment Customer. Summarize transactions for each payment customer.
- None. Select this option when combined billing is needed across payment customers. This option is rarely used.
- In the Date Option field, select the date criteria to use to select the transactions to include on a summary invoice. Your options are:
- Invoice Date. Transaction invoice dates must match the summary invoice date.
- End Date. Transaction invoice dates must be before or on the summary invoice date.
- None. There are no date restrictions.
- In the Other Options section, mark the checkbox for each criterion to create separate summary invoices for. Your options are:
- Location
- Tax Entity
- Terms
- Salesperson
- PO #
-
If you want to create separate summary invoices based on certain attributes, select the attributes in the Attribute Options field. If you enter multiple attributes, separate them with commas.
Note
The Ctrl and Shift selection features are available in the Find dialog box so you can select multiple attributes. If you use this method to enter attributes, ActivityHD automatically separates your selections by commas.
-
If you want to create separate summary invoices based on custom fields, select the custom fields in the Custom Field Options field. If you enter multiple custom fields, separate them with commas. The custom fields you select must exist on both the transaction invoices and on summary invoices and have identical name and type.
Note
The Ctrl and Shift selection features are available in the Find dialog box so you can select multiple custom fields. If you use this method to enter custom fields, ActivityHD automatically separates your selections by commas.
- Save the new summary type.
Summary Type Record ID
Summary Type tab
The invoice scheme to use to number summary invoices of this type.
Tip
To avoid confusion, use different invoice schemes for summary invoices and transaction invoices.
Press F3 to look up the value.
If a value is already selected, you can press F4 to open the record in its native editor.
- Invoice Customer. Summarize transactions for each invoice customer.
- Payment Customer. Summarize transactions for each payment customer.
- None. Select this option when combined billing is needed across payment customers. This option is rarely used.
- Invoice Date. Transaction invoice dates must match the summary invoice date.
- End Date. Transaction invoice dates must be before or on the summary invoice date.
- None. There are no date restrictions.
- Location
- Tax Entity
- Terms
- Salesperson
- PO #
The attributes to create separate summary invoices for, if any. If you enter multiple attributes, separate them with commas.
Note
The Ctrl and Shift selection features are available in the Find dialog box so you can select multiple attributes. If you use this method to enter attributes, ActivityHD automatically separates your selections by commas.
Press F2 to open a dialog box where you can add and remove selections for this field.
Press F3 to look up the item.
The custom fields to create separate summary invoices for, if any. If you enter multiple custom fields, separate them with commas.
Note
The Ctrl and Shift selection features are available in the Find dialog box so you can select multiple custom fields. If you use this method to enter custom fields, ActivityHD automatically separates your selections by commas.
Press F2 to open a dialog box where you can add and remove selections for this field.
Press F3 to look up the item.
Custom tab
This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.
Fields subtab
This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.
References subtab
This tab is visible if other records reference the current record.
Example
Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.
Exchange Folder subtab
This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified Exchange folder.
File subtab
This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.
This tab renders the contents of the specified file according to its file type.
Internet Address subtab
This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified web page.
Network Folder subtab
This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified network folder.
Summary Invoices tab
The Summary Invoices pane shows the Summary Invoices HD view filtered to show all summary invoices of the selected summary type.
Double-click a row in the pane to drill down to its record in the Summary Invoice window.
Attachments tab
The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.
Other tab
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Extras\Accounts Receivable\Import AR Summary Types.xls |
Summary types security
Common accesses available on summary types
| Access | A user with this access can... |
|---|---|
| Change | Use the mass change action on summary types. |
| Custom Fields | Create and edit custom fields for summary types. |
| Data | Have read-only access to summary types from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete summary types. |
| Edit | Edit summary type records. |
| Export | Export summary type records from ActivityHD. |
| Import | Import summary type records into ActivityHD. |
| New | Create new summary type records. |
| Read | Have read-only access to summary type records. |
| Report | Run reports with summary type information. |
| Report Designs | Create and edit report designs with summary type information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to summary types. |
| Shared Filters | Create and edit shared filters on summary types. |
| Visible | View the Summary Types folder in the Navigation pane. |
Report Email dialog
- Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
- Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
- Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
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