The Sales Ordering - Bulk /Batch Invoicing screen is accessible from the Sales Order Management Dashboard, Global Customer Enquiry - Outstanding Sales Orders and Global Inventory Enquiry - Outstanding Sales Orders by highlighting one or more sales orders in the list box clicking the More Options button and selecting Bulk Maintenance.
Sales Ordering - Bulk/Batch Invoicing Screen
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Sales Orders - Displays the sales order numbers being invoiced. |
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Ship Via - Allows users to change the Ship Via method on the invoices for the selected sales orders. Picked By - Users can select the warehouse staff member who picked the order by entering the name or clicking on the drop down arrow to select the employee. Ship Date - Users can select the date the goods will be shipped (Automatically populates to the current date). Invoice Date - Users (with access permissions) can select a different invoice date if required (Automatically populates to the current date) (If the date entered is not in the current month the invoice will not be updated until the system has been rolled over into the period selected) |
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Delivery Paperwork Printer - Displays the printer the delivery dockets and invoices will print to. Users can select a different printer by clicking |
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Invoice Sales Orders - Invoices the selected sales orders. Cancel - Closes the screen without invoicing. |
The system will automatically exclude any sales orders that meet the following criteria:
•Orders already on a picking run
•Orders on credit hold
•Orders where the customers or customer's statement accounts are marked as CLOSED, LEGAL, STOP, or HOLD
•Quotes or cancelled sales orders
•Orders with no invoicable lines
•Orders requiring serial numbers, gift voucher references or membership numbers
•Orders on a manifest awaiting a delivery docket to be produced or an invoice to be produced from the delivery docket
•BOM component sales orders
•Service job request sales orders
