Once the shipping staff has manually filled in the Picking
Ticket as created in a Sales Orders, the
billing staff is ready to bill the order and create the Sales Order
Invoice.
Items not shipped or partially shipped can be back ordered
automatically.
If serialized sales items were shipped, serial numbers will be
required.
The prompts are:
Drop Ship Warning:
This warning is triggered if the order was Drop Shipped
directly from the supplier to the customer according to a Purchase Order that was generated from the
original Sales Orders.
Instead the order must be billed when the products are received in
Warehouse Receiving and the operator is
prompted to complete:
This date is checked to make sure that it is in the correct date
range for Invoices.
The date range allowable is setup in Date
Range Control for module code RSIH - INVOICES.
Uncheck this box if there are back orders on this order.
Any items were shipped can then be manually selected.
Check this box if all or most items ordered were shipped.
Any items were back ordered can then be manually selected.
Check this box to close all detail lines that have a quantity
shipped, even if only a partial quantity is shipped.
Uncheck this box to allow partially shipped detail lines to remain
outstanding, and to allow back-ordered quantities to be
reported.
Note: When this option is used for an order, the history inquiry on that order will show the full quantity shipped, even though only a partial quantity was invoiced.
The order invoice can be merged with other existing order entry
invoices for the same customer and division.
Accept the default eligible invoice, or select the invoice from the
Add to Invoice Select window.
Merge Invoice Requirements:
The existing invoice cannot already have a deposit used amount, and
must be On Account.
The merge flags in the Company Billing
Parameters, regarding the Hold status of the invoice, and
matching the site # must also be respected.
If the invoice is merged, any Comments will not be carried
over.
If there are no suitable invoices with which to merge, a new
invoice will be created.
Note: This field is disabled if this billing is being initiated
from Warehouse Receiving of a P.O. that
was originally created from the Sales
Orders.
Refer to Purchase Order from Sales Order
Overview for details on this feature.
Performance Check:
If an invoice is selected for the
merge and there are any active Performance Questions for the
invoice date, a PERFORMANCE button is provided to
view the responses to Performance Questions as outlined in
Performance Question by Document.
Product Details:
Check this box for items shipped.
Check this box for a partial shipment, and then enter only the
number shipped in the Quantity field, so any remaining
quantity is automatically back ordered.
Uncheck this box for items not shipped to automatically back order the items.
The ability to ship quantity that is not available On Hand, can be controlled by the Allow Overrides On Location Quantities (Excl. Reservations) flag in the Company Security Parameters.
Note: A warning is triggered if the Net Price is less that the Cost of the product.
Note: The Tax Code NTX over-rides any other code at any level.
Enhanced Tax window:
The taxes and exemptions to be applied are displayed as explained
for Enhanced tax processing in Taxes and
Exemptions.
If the operator has role permission, the tax codes can deleted in
the window and the exemptions can be modified as required.
Vertex Taxing:
Because Vertex Tax Software calculates the tax amounts and allows
for any exemptions, Tax Code 1 is always interpreted as Y and Tax
Code as NTX as all taxes are combined in the Tax 1 value.
Confirmation Action Menu:
Note: If all goods are backordered, the invoice is skipped.
If serialized Sales parts are being returned as negative quantities, only the previously sold serial numbers are displayed in the window. Select the matching serial number that is being returned.
Uncheck this box to skip printing the ticket.
Check this box to print the ticket.
Click Return to Product Billing Details to return to the order details for billing to make additional changes.
Click Quit and Restart Billing to abort billing this order.
Click Create Branch Transfer to move the products to a different location as follows:
If quantity limitations are identified for any product on the
order, a list of all products on the order is displayed with
product number, description and order quantity.
The Transfer column is checked for parts that were selected.
This can be changed as required.
Parts with insufficient quantity at the From Location are displayed in red and cannot be transferred.
Click ACCEPT when the transfer selection is complete.
Confirmation to proceed is required, and the branch transfer number
is displayed.
ACTIONS:
Additional actions provided by buttons on
the Bill Sales Order screen include:
Release a Locked Order:
The RESET
button is only active when the role assigned to the Operators has permission to reset Sales Orders
- Being Billed.
This action can be used to release an order for billing when it has
been locked by another user who was dropped or aborted out of the
order incorrectly.
Confirm that no one else is actually billing this order before
clicking the RESET button to remove the in-use flag
as outlined in Reset Order Billing
Flag.
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