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Definition of Grid: The Open Projects Invoices is a collection of all customer invoices that have not been paid in full.  Once the invoice has been paid in full it will fall off of this report automatically.

Column Name

Definition

Balance

Dollar amount of balance owed on invoice for order

Company Type

The company type (customer , vendor, etc.) assigned to the Company Information/record of the Project.  Company type of the Customer/Bill To

Company ID

The Company ID of the Customer/Bill To 

Contact

Contact name of person sending billing invoice to and pulls from Bill To Attention in the Order Entry module

Corporate Division ID

The ID of the corporate division that this project is under. Used to pull the corporate division name

Current

Current dollar amount due on invoice

Customer

Bill To company in the Order Entry / Customer Invoice module

Customer PO

The customer PO number, set in the Order Entry module

Division

The Corporate Division assigned to the project in the Project Information module that made this sale/order

Due By

Payment due date of specified invoice determined by Terms of Sale assigned in the Company Information/record of the Bill To or can be manually set when creating an invoice in the Customer Invoice module

End User

End User is where the Product is being delivered to / installed at.  Company in the End User To section of Project Information / Order Entry module

Expected Pay Date

Date noted of when client is expected to pay the invoice, pulls from the Collections Window module (View > Collections Window (Detailed Aging))

Final

Checkbox indicating if invoice is the final invoice of order (Noted as FinalInvoice in DB Field Name)

Invoice #

Number assigned to invoice when creating in Order Entry module

Invoice Type

Type (Deposit, Progress, Final) assigned to invoice when creating in Order Entry module

Invoice Date

Date on specified invoice in Invoice 

Last Call Date

Date noted of when client was called last, pulls from the Collections Window module (View > Collections Window (Detailed Aging))

Main Phone

Main phone number of the Bill To company in the Order Entry / Customer Invoice module, pulls from Company Information/record

Ninety

Dollar amount of balance owed on invoice for order that is 90 days overdue

Non Payment Reason

Reason selected for not making payment on the invoice, pull from the Collections Window module (View > Collections Window (Detailed Aging))

Note

Notes pulled from the Collections Window

Over Ninety

Dollar amount of balance owed on invoice for order that is more than 90 days overdue

Paid

Dollar amount paid towards the total dollar amount of invoice on order

Project Payment ID

ID number assigned to invoice

Record #

The project number (Noted as ParentID in DB Field Name)

Salespeople

A list of all salespeople on the project

Salesperson

The primary Salesperson on the project

Sixty

Dollar amount of balance owed on invoice for order that is 60 days overdue

Team Members

Team Members on the Project - Pulls from Project Information Module

Thirty

Dollar amount of balance owed on invoice for order that is 30 days overdue

Total

Total dollar amount of invoice on order