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- Using Transfer Dispatch option located in the right mouse button menu when the relevant line of the displayed invoice is selected in the Sales Invoices section of the Transactions menu.
- Using Bill option located in the right mouse button menu of the Sales Dispatches list of the Sales Dispatches section of the Transactions Transactions menu.
- Using Batch Billing option of the Operations menu.
The Dispatches to be billed are specified using "Transfer Dispatch/Receipt" option located in the right mouse button menu of the sales invoice. The Dispatch/Receipt Browser window that opens is used to list the dispatches of the trade group to which the invoice belongs, and transfer them into the invoice lines by selecting the First Dispatch/Receipt Date and Last Dispatch/Receipt Date.
The dispatches can be billed one by one using "Bill" option located in the right mouse button menu of the sales dispatches list. In this case, first the dispatch to be billed is selected from the sales dispatches list. Then the dispatch information is transferred into the invoice using Batch Billing option located in the Operations Operations menu.
The third method is to use Batch Billing option directly. In this method, the sales dispatches are transferred into the invoice in batch by setting the conditions. This operation is performed using Batch Billing option located in the Operations menu of the Sales and Distribution sectionDistribution module. The dispatches to be billed are specified on the filter lines. The filter options are as follows:
Filter | Value | |
|---|---|---|
DispatchDisp./Receipt Recpt. Type | Retail Sales Return Dispatch / Wholesale Return Dispatch / Retail Sales Dispatch / Wholesale Dispatch / Consignment Dispatch | |
Dispatch/Receipt Date | Start / End | |
DispatchDisp./Receipt Recpt. No. | Start Group / EndRange | |
Dispatch/Receipt Document No. | Start Group / EndRange | |
DispatchDisp./Receipt Recpt. Aux. Code | Group / Range | |
DispatchDisp./ReceiptRecpt. Auth. Code | Group / Range | |
AR/AP Code | Group / Range | |
AR/AP Title | Group / Range | |
AR/AP Aux. Code | Group / Range | |
AR/AP Auth. Code | Group / Range | |
| Group Company Code | Group / Range | |
Salesperson Code | Group / Range | |
Salesperson Name | Group / RangeWarehouse | |
Department | Defined | warehousesdepartments |
Division | Defined divisions | |
DepartmentWarehouse | Defined departmentswarehouses | |
Billing Method | One-to-one billing / By Divisions / General | |
Invoice Date | Start / End | |
Inquire While Ask Before Saving | Yes / No | |
Trading Group | Group / Range | |
Payment Type | Without Prepayment / Prepayment | |
Affects Collateral Risk | Yes / No | |
Trade Group Should Be Considered | Yes / No | |
Affects Risk | Yes / No | |
OrderSorting | By AR/AP / By Dispatch/Receipt Number | |
| Shipment Address Code | Group / Range |
In order to perform the batch billing operation by requested divisions and warehouses, the division and warehouse information of the dispatch must be recorded in the Division and Warehouse fields when the dispatches are recorded.
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.
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 is specified in the Billing Method and "Inquire While SavingAsk Before Saving" filter lines.
"Inquire While Ask Before Saving" filter contains two options: Yes and No. When "Yes" is selected, the invoices containing the lines matching with the conditions specified in the filter lines are displayed one by one. The user can modify the displayed invoice information. Each invoice is individually recorded after confirmation.
When "No" is selected in the "Inquire While Ask Before Saving" filter line, the dispatches specified in the filter lines are billed without being displayed. The information to be applied to all invoices is entered from the Invoice Defaults window accessed by clicking on "OK" button.
The following information is recorded on the Invoice Defaults window:
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.
Invoice Description: The description entered into this field is applied to all dispatches to be billed in batch. Any changes in invoice information are made by selecting the related invoice in the sales invoices window.
The Start Numbers field located at the bottom of the Invoice Defaults window is used to specify the start numbers for Retail Sales Return, Wholesale Return, Retail Sales and Wholesale invoices. The dispatches are billed by processing the Start Numbers provided here.
Billing Method: This filter line is used to specify the billing method of the dispatches. The filter contains By Divisions and , One-to-one billing and General options.
If the Batch Billing will be performed By Divisions, the dispatches of each AR/AP matching the specified filter conditions are transferred into a single invoice by divisions. The dispatches to be billed can be selected by criteria such as Dispatch/Receipt Date, Dispatch/Receipt Aux. Code, Dispatch/Receipt Document No and Dispatch/Receipt Auth. Code, or the dispatches of a specific type can be selected in batch with Dispatch/Receipt Type selection.
If the batch billing will be performed with One to one Billing method, each dispatch is separately billed. For sales dispatches recorded without specifying the AR/AP and requested to be billed, information such as the AR/AP Code of the invoice and the Invoice Description is specified in the Invoice Defaults window.
The dispatch information is transferred to the invoice as is in the batch billing process. The information such as the Invoice Details Info and General Ledger Code entered using the options of the Operations menu can be changed using "Update" option.
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