The Header tab contains information common to all lines, such as date-of-record, budget fiscal year, and period, and other fields that are completed by Advantage Financial once the receivable details have been entered.
Not all fields are initially visible unless configurations have been made locally:
Two generic date fields exist in the General Information section for any need, such as details from a third-party system or other pieces of information for reporting or writing to generated invoices necessary for customer communications. The fields are to be given proper labels and displayed before use. There are no delivered edits for these fields, but Configurable Validations can be used to make them required, conditionally required, or to define a set of valid values. A Configurable Formula can be used to push them as defaults to dates on accounting lines so that they can be passed along, if needed, to invoices generated.
Service From Date and Service To Date exist to capture this information for reporting reasons, as the entry here is pushed to the accounting line fields. When necessary, the dates can be adjusted at the accounting line. The fields are conditionally required as when one is entered, both must be.