Difference between revisions of "Manifest Allocation List"
From TrueERP wiki
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[[Delivery Docket List]] | [[Delivery Docket List]] | ||
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| − | ==Overview == | + | == Overview == |
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| + | 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]] | ||
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| + | Ways Lists in ERP can be Manipulated: | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | After creating an invoice with the [[Manifest Option]] 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'''. | ||
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| + | '''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 | ||
Revision as of 09:38, 1 March 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 Option 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
