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(Created page with "Allocate and Invoice Can you assign a sales order/invoice to Manifest? After creating an invoice with the Manifest_Option<LinkId=1164> selected, the invoice will automatically ...")
 
 
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Allocate and Invoice
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Can you assign a '''Sales Order''' or '''Invoice''' to the '''Manifest?'''
  
Can you assign a sales order/invoice to Manifest?
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After creating an '''Invoice''' with the '''Manifest''' check box selected, the '''Invoice''' will automatically be ready to be allocated to a '''Manifest'''. A list of '''Invoices''' that are ready to be allocated to a '''Manifest''' can be viewed and allocated from within the '''Manifest Allocation List'''.
  
After creating an invoice with the Manifest_Option<LinkId=1164> selected, the invoice will automatically be ready
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*To Allocate an '''Invoice''' to a '''Manifest''' Select the '''Delivery''' Module
to be allocated to a Manifest. A List of invoices that are ready to be allocated to a manifest can be viewed and allocated
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*Select the '''Manifest Allocation List''' button  
from within the Manifest Allocation List.
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*Select the '''Invoice''' you wish to allocate to a '''Manifest''' by selecting the '''Add To Manifest''' check box.
 
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*You can allocate to an '''Existing Manifest''' or create a '''New''' one  
All lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>.
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*Select '''Create New'''
 
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*Select from the '''Supplier Name''' drop down menu
How to Allocate and Invoice to a Manifest
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*Select from the '''Despatch Date, Route''' and '''Final ETA''' drop down menus
 
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*The '''Manifest No''' will appear automatically
Select Delivery tab
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*Select '''Save'''
Select Manifest Allocation List button
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Select the invoice you wish to allocate to a Manifest by selecting the Add To Manifest field
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You can allocate to an existing<LinkId=1168> manifest or create a new<LinkId=1169> one
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Latest revision as of 14:44, 5 August 2011

Can you assign a Sales Order or Invoice to the Manifest?

After creating an Invoice with the Manifest check box selected, the Invoice will automatically be ready to be allocated to a Manifest. A list of Invoices that are ready to be allocated to a Manifest can be viewed and allocated from within the Manifest Allocation List.

  • To Allocate an Invoice to a Manifest Select the Delivery Module
  • Select the Manifest Allocation List button
  • Select the Invoice you wish to allocate to a Manifest by selecting the Add To Manifest check box.
  • You can allocate to an Existing Manifest or create a New one
  • Select Create New
  • Select from the Supplier Name drop down menu
  • Select from the Despatch Date, Route and Final ETA drop down menus
  • The Manifest No will appear automatically
  • Select Save