Difference between revisions of "Manifest Allocation List"
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== Overview == | == Overview == | ||
| − | The Manifest Allocation List is a list of items awaiting allocation to a Manifest. You create items to appear in the Manifest Allocation List from an invoice. When creating an invoice you need to make sure Manifest is ticked. This can be | + | '''The Manifest Allocation List''' is a list of items awaiting allocation to a Manifest. You create items to appear in the Manifest Allocation List from an invoice. When creating an invoice you need to make sure Manifest is ticked. This can be Manually set or you can set it as a Preference |
Ways Lists in ERP can be Manipulated: | Ways Lists in ERP can be Manipulated: | ||
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*[[Export Data]] | *[[Export Data]] | ||
| − | After creating an invoice with the | + | After creating an invoice with the '''Manifest Options''' 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'''. |
'''How to Allocate and Invoice to a Manifest''' | '''How to Allocate and Invoice to a Manifest''' | ||
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*Select '''Delivery''' tab | *Select '''Delivery''' tab | ||
*Select '''Manifest Allocation List''' button | *Select '''Manifest Allocation List''' button | ||
| − | *Select the ''' | + | *Select the '''Invoice''' you wish to allocate to a Manifest by selecting the '''Add To Manifest''' field |
| − | You can allocate to an | + | You can allocate to an '''Existing''' manifest or create a <span style="font-weight: bold;">N</span>'''ew''' one |
Latest revision as of 15:06, 23 June 2011
Overview
The Manifest Allocation List is a list of items awaiting allocation to a Manifest. You create items to appear in the Manifest Allocation List from an invoice. When creating an invoice you need to make sure Manifest is ticked. This can be Manually set or you can set it as a Preference
Ways Lists in ERP can be Manipulated:
After creating an invoice with the Manifest Options 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.
How to Allocate and Invoice to a Manifest
- Select Delivery tab
- Select Manifest Allocation List button
- Select the Invoice you wish to allocate to a Manifest by selecting the Add To Manifest field
You can allocate to an Existing manifest or create a New one
