Sales dispatches recorded in the Sales Management module are billed using one of the following options.
- The "Dispatch Transfer" option on sales invoice lines
- The "Bill" option on sales dispatches list
- Batch Dispatch / Receipt Billing
The first method involves the selection of dispatches to be billed using the Transfer Dispatch option located in the Operations menu. Dispatches related to the AR/AP of the invoice are listed by entering a start and end date and transferred into invoice lines after selection.
In the second method, dispatches can be billed one by one using the Bill option located in the right click menu of the Sales Dispatches list. In this case, first the dispatch to be billed is selected from the list. Afterwards, dispatch information is transferred into the invoice using the Bill option.
The third method is to use the Batch Billing option directly.
In this method, sales dispatches are transferred into the invoice in batch by setting the conditions. Batch dispatch billing is performed using the Batch Dispatch / Receipt Billing option located in the Operations menu of the Sales Management section. The dispatches to be billed are specified on the filter lines. Batch dispatch / receipt billing can also be performed from F9 menu of Shipment Slips.
Information, which should be in invoice by default, is entered in Invoice Date, AR/AP Code, AR/AP Title and Reason for VAT Exemption fields under the Defaults tab. Dispatches which will be billed are selected in the Filters tab.
Filter | Value |
|---|---|
Shipment Slip No | Group / Range |
Disp./Recpt. Type | Retail Sales Dispatch / Consignment Dispatch / Retail Sales Return Dispatch / Wholesale Return Dispatch / Wholesale Dispatch |
Dispatch/Receipt Date | Start / End |
Dispatch/Receipt No. | Start / End |
Disp./Recpt. Aux. Code | Group / Range |
Document Number | Start / End |
District Code | Defined districts |
District Description | Defined districts |
AR/AP Code | Group / Range |
AR/AP Title | Group / Range |
Organizational Unit | Group / Range |
Department | Defined departments |
Warehouse | Defined warehouses |
Billing Method | User Defined / One-to-one billing / By Organizational Unit / By Price List / By Payment Plan / By Shipment Address / By Last Customer |
Dispatch/Receipt Billing Duration Control | Yes / No |
Delivery Type | Defined delivery types |
Shipping Agent Code | Group / Range |
Order Payment Type | Prepayment / Without Prepayment |
Batch billing can also be performed by organizational unit and warehouse by selecting on the organizational unit and warehouse number filter lines.
The Invoice Date filter line is used to specify the billing date of the dispatches to be billed in batch. The date specified here is automatically transferred into the invoices.
AR/AP Code: If AR/AP code is not specified in the recorded dispatches, the AR/AP Code entered here indicates the AR/AP to which the dispatches will be billed.
Determination of Batch Billing Method: The Batch Billing operation may be controlled by the user, or individual billing can be performed by divisions, or for the dispatches matching the conditions specified in the filter lines.
The Billing Method filter line is used to specify how the billing will be performed. Dispatches can be invoiced on a one-to-one basis or by division. The method to be used is specified on the Billing Method filter line.