Difference between revisions of "9 Allocate an Invoice"
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Simon Clive (Talk | contribs) (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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| − | + | 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 Delivery | + | *Select '''Save''' |
| − | Select Manifest Allocation List button | + | |
| − | Select the | + | |
| − | You can allocate to an | + | |
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
