Eliza at 23:50, 2 March 2011

2011-03-02T23:50:27Z

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

2011-01-19T00:48:15Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
</menu>
== Overview ==

← Older revision		Revision as of 23:50, 2 March 2011
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	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	The Invoice List is a report on all the invoices created within your ERP database. This list is directly linked to the
		+	Back Order by Invoice list at the touch of a button. The ability to set a specific 'Service Cycle' for a Customer is
		+	another valuable feature available to you within the Invoice List. The Invoice List displays the Total Amount per invoice
		+	as well as the overall Total Amount of all Invoices listed within the Date Range you have selected as your criteria.
		+	Viewing any deleted invoices in your system is made easy, again at the touch of a button, from within the Invoice List.
		+
		+	Ways Lists in ERP can be Manipulated:
		+
		+	*[[Filtering Lists]]
		+	*[[Searching f5 f6 f7]]
		+	*[[Customising Lists]]
		+	*[[Report Printing Options]]
		+	*[[Export Data]]
		+
		+	'''How to use Invoice List'''
		+
		+	*Select the Sales tab
		+	*Select the Invoice List button
		+
		+	*Standard functions like Filtering; Searching; Date Range Selection; Customise; Export; Print; Drillable. are
		+	available within the Invoice List. Refer to Global Features for further instructions on how to use these functions
		+	correctly.
		+	*The ability to move columns to the positions of your choice is as simply as click and drag. Refer to Global Features
		+	for further instructions. The 'Paid' column has been positioned as the first column for convenience. This view will
		+	re-load
		+	each time this user selects the Invoice List button.
		+
		+	*NB: Some letters are underlined within all ERP screens. If you are a keyboard person rather than a mouse person,
		+	this functionality is for you
		+
		+	*To select some commands without using your mouse you can use the ALT function key and select the relevant
		+	underlined letter on your keyboard to load the entry, e.g. to Close the Invoice List, select the ALT keyboard key
		+	and the letter 'c' on your keyboard at the same time.
		+
		+	*Select the 'Deleted' button to load the 'Deleted Invoices' List.
		+
		+	*Double-click to drill into the actual transaction, i.e. Refund.
		+
		+	NB: To delete an Invoice or Refund in ERP you must delete each line entry on that invoice, therefore the remaining
		+	balance is $0.00. Refer below to screenshot of this deleted Refund.
		+
		+	*Select each line of an Invoice or Refund then select the red 'X' in the top left of the entry screen to delete the Invoice
		+	or Refund.
		+
		+	NB: Every line entry must be deleted for the transaction to be fully deleted.
		+
		+	*Select the 'Invoice List' button to re-load the Invoices List.
		+
		+	*The 'Total Amount (Ex)', 'Total Tax' and 'Total Amount (Inc)' are displayed per invoice listed.
		+	*The Total Amount Ex, Tax and Inc of the combined total of the Invoices in the list are calculated and displayed at
		+	the bottom of the relevant columns.
		+	*The 'Total Records' is displayed at the bottom left of screen. This is only the total in accordance with the Date
		+	Range or other selection criteria you have chosen.
		+
		+	*Select the 'BackOrder' button to load the list of current Back Orders by Invoice in the system.
		+
		+	*The Back Order list with automatically load with the 'Ignore Date Ranges' field tick. This ensures that you will be
		+	presented with the full list of current back orders. Simply un-tick this field to select a specific Date Range.
		+	*The Back Order list displays a list of every Product item that has been placed on Back Order. Therefore the
		+	same invoice number may reoccur several times depending on how many products were back-ordered from that
		+	Invoice, e.g. Inv 19 has 2 products on back order.

Invoice List - Revision history

Eliza at 23:50, 2 March 2011

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."