Invoices belonging to transactions located in distribution order lines are saved in two methods:
- Bill option in Sales Dispatches List
- Batch Billing option in Distribution Orders List
Bill
Invoice belonging to dispatch/receipt that is related to distribution order is saved with Bill option located in right mouse button menu of Sales Dispatches list. Billing transaction is not performed with Transfer Dispatch/Receipt option in invoice. There can be different distribution order connections of dispatches/receipts to be transferred. So dispatches/receipts related to distribution orders are not displayed in Transfer Dispatch/Receipt window accessed via invoice.
Batch Billing
Invoices belonging to distribution order are saved with Batch Billing option located in distribution orders list. Batch Billing option is located in right mouse button menu when distribution order is in Delivering status. Transactions to be transferred to invoice with Batch Billing option are determined in Filter lines.
Batch Billing filter options are as follows:
Filter | Value |
|---|---|
AR/AP Code | Group / Range |
AR/AP Title | Group / Range |
AR/AP Aux. Code | Group / Range |
AR/AP Auth. Code | Group / Range |
Salesperson Code | Group / Range |
Salesperson Name | Group / Range |
Department | Defined Departments |
Division | Defined Divisions |
Plant | Defined Plants |
Warehouse | Defined Warehouses |
Billing Method | One-to-one billing / Billing by warehouses |
Invoice Date | Date Entry |
Ask Before Saving | Yes / No |
Slip Type | Retail Sales Invoice / Wholesale Invoice |
| Slip Aux.Code | Group / Range |
| Slip Document No. | Group / Range |
Method of transferring orders to invoice is determined in Billing Method filter line. This filter line consists of the following options.
- One-to-one billing
- Billing by warehouses
If One-to-one billing option is selected, orders are billed separately.
If Billing by warehouses option is selected, orders related to the same warehouse are gathered in a single invoice.
Ask before saving filter option enables to save invoices under user control. If you approve this filter line by selecting "Yes" option, invoices are displayed one by one and saved after making required changes. If you disapprove this filter by selecting "No" option, invoice are saved automatically.