The delivery and billing transactions of sales orders are recorded using "Deliver" and "Bill" options located in the right mouse button menu of the Order Slips list. These transactions may be performed either for a single slip or in batch for multiple slips. In such cases, "Multiple Delivery" and "Multiple Bill" options are used.
Deliver and Bill options are used to generate Dispatches and Receipts respectively for the slip.
In order to display the Deliver and Bill options in the Order Slips list, the Approval Info of the order must be Deliverable. Furthermore, Deliver or Bill options are not displayed on orders of which the AR/AP Info is not recorded or material lines are empty.
The Sales Order Slips are transferred into the Wholesale Dispatch with Deliver option, and to the Wholesale invoice with Bill option. Deliver option is not displayed on order slips containing only Service lines.
The order transactions with Closed status cannot be transferred into the dispatches or invoices. The undelivered quantity of the order transactions is transferred as the quantity to the dispatch or invoice.
The administration parameters processed in transfers to Dispatch or Invoice are also processed for Deliver and Bill options of the order.
Multiple Bill
The orders may be billed either one by one or collectively. The Order Slips to be transferred to the invoice are selected from the orders list and then "Multiple Bill" option is used which is located in the right mouse button menu of the Order Slips list.
The dispatch type is selected firstly and then the following info is specified at related fields of "Multiple Billing" window:
- Invoice Start No
- Invoice Date
- Invoice Time
If each invoice is wanted to be recorded individually after user confirmation, "Inquire While Saving" option is selected. In that case invoices containing the lines matching with the conditions specified in "multiple billing" window are displayed one by one. The user can modify the displayed invoice information.
In the event of saving "Multiple Billing" window without selecting "Inquire While Saving" option, the selected orders are billed collectively and the transaction info is tracked at Multiple Billing Log file.