02.5 Roles

Definition: What is it?

This sub menu allows parties with specific roles to be associated with an invoice. 

What is it used for?

If the E-Commerce order entry or Sales Order entry route has already been used then the invoice generated will already contain the relevant roles from the various parties.
For a Sales Invoice examples of roles include:

• Bill From Customer (this would be linked to Company)
• Bill To Customer
• End User Customer
• Ship To Customer

What's on the screen?

To do

How do I add a party role to an invoice?

Party roles will automatically be added to an invoices that have been generated as a result of E-Commerce order entry or Sales Order entry. They can be added manually as follows:

How do I update a party role on an invoice?

To do

How do I remove a party role from an invoice?

To do