This feature is activated when codes are setup in this table so
that special V.I.P. customers can be assigned an approval required
code in the Customer Information, so that
all invoicing to that customer can be personally monitored before
posting.
Invoices are checked when the Daily Close
1 is run and any requiring approval are put on Hold to
delay posting in Daily Close 1 until the
invoices are approved for billing and the Hold flag is
released using Hold/Release Current
Invoices or Daily Close Invoice
Approval, or the hold period expires and the invoice is
automatically released.
This feature does not apply to Credit Invoices that post through Credit Daily Close 1.
Until the invoice is approved, no prices or rates print on the
invoice and a comment triggered by the Approval Code can be
printed, with the exception of W.O. Invoices.
W.O. Invoices do print the amounts and totals for the service
performed but the invoices will still be flagged On Hold for the
Daily Close Invoice Approval alert.
If Crystal or Jasper forms are used to print the invoice before
it is approved, the comment associated with the Daily Close 1
Approval Code replaces the document title in the header and
also prints in the footer.
After it is release, a final invoice with pricing is automatically
printed during the Daily Close 1
posting.
Invoices for customers requiring approval can be monitored using the Daily Close Invoice Approval utility.
Note: This processing cannot be utilized if your firm posts invoices using the Field Ticket processing that can be activated from the Invoice Parameters.
An operator must be assigned a Security Role that allows permission to the Customer Management - Daily Close 1 Approval Codes in order to access this table.
Setup the Approval Codes as follows:
Note: The days to hold starts counting as of the Hold
Date, that is set by and to the Daily
Close 1 date.
This means that even back dated invoices will be held for approval
before posting.
The Hold Date can always be manipulate to extend or shorten
the hold period in Daily Close Invoice
Approval.
Note: If the customer has already been assigned another Approval Code, a warning is generate and the new code replaces the other code.
If Jasper or Crystal forms are used, the comment can be up to 45
characters and replaces the document title in the header.
It also prints in the footer.
If forms control is not being used, the size of the comment must be
limited to 35 characters, else it will be truncated, and the
comment prints in the header below the Shipping address.
ACTIONS:
Additional actions provided by buttons on
the Approval Codes screen include:
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