Create monthly invoice data - "Modify / Delete"

Monthly invoice data can be modified or deleted. The deleted data can be treated as pre-issuing invoice data.
→To Operation Procedure

Screen Transition

[Claims Control Module]
  ↓
[Entry]
  ↓
[Create Monthly Invoice Data]
  ↓
[Create monthly invoice data (from/to)] screen - "New" button
[Create monthly invoice data (from/to)] screen - "Modify / Delete" button
    "Modify" button → [Create monthly invoice data (Details)] screen

Item description

Depending on the selection made on the "New, Modify / Delete" frame, part of the screen switches, and it is possible to change between new and modify / delete processing.

[Header] part

• New
  Select "New" to create a new monthly invoice data item.
  
• Modify / Delete
  Select "Modify / Delete" to modify or delete a monthly invoice data already registered.

[Searching Items] frame

• Currency
  Select the currency to be searched. It is used for "Currency" searches of monthly invoice data.
  
• Department
  Select the department to be searched. It is used for searches of "Voucher Entry Department" monthly invoice data. If the Summary Dept. is specified, the subsidiary departments will also be searched.
  
• Entry Date
  Specify the entry dates for the search. Indicate the "Entry Date" range for the monthly invoice data.
• Monthly Invoice Internal No.
  Specify the monthly invoice internal numbers to be searched. Indicate the range of the "Monthly Invoice Internal No." for the monthly invoice data. Fuzzy searches are also possible.
• Monthly Invoice No.
  Specify the monthly invoice numbers to be searched. Indicate the range of the "Monthly Invoice No." for the monthly invoice data. Fuzzy searches are also possible.
• Accountee / Correspondent Group
  Select whether to search the monthly invoice data by items entered by "Accountees," or "Correspondent Groups." Fuzzy searches are also possible.
• Accountee / Correspondent Group Codes
  Indicate the range for the "Accountee" or "Correspondent Group" codes for the monthly invoice data to be searched. Fuzzy searches are also possible.
• Reference
  The monthly invoice data is searched using the specified searching conditions.

Searching results spreadsheet

• Object
  Rows with marked "Object" check boxes show the monthly invoice data to be modified.
  
• Conflict in Expiration Date
  The check box is marked when the expiration dates of all the plan data are browsed (data that includes the monthly invoice number shown in the spreadsheet part), and the expiration date in one of the monthly invoices is not the same. This is only for display and cannot be changed.
• Entry Date
  
• Monthly Invoice Internal No.
  
• Monthly Invoice No.
  
• Correspondent Code
  
• Name
  The "Correspondent" or "Correspondent Group" name is shown.
• From
  Specify the range of the entry dates for the claims and sales data that you wish to include in the monthly invoice. Indicate the start date of the range. The default display is according to the setup details using [Register Correspondent] or [Register Correspondent Group].
• To
  Specify the range of the entry dates for the claims and sales data that you wish to include in the monthly invoice. Indicate the end date of the range. The default display is according to the setup details using [Register Correspondent] or [Register Correspondent Group].
• Expiration Date
  
• Voucher Issue Dept.
  
• Invoice Description
  
• Update Date
  
• Update Operator
  
• Name
  

[Buttons]

• Name 1/2
  
• Clear
  
• Set All
  Places marks in all the "Object" check boxes.
  
• Delete All
  Removes all the marks from the "Object" check boxes.
• Cancel All
  Deletes all the monthly invoice data for rows with marks in the "Object" check boxes.
• Modify
  Opens the [Create Monthly Invoice Data (Details)] screen for the cursor row with the "Object" check box marked, and displays the details.
• Exit