NOTE Negative Sales Order Invoice Lines are supported only for Product Masters with type Miscellaneous that have been flagged as Order Line Credit (Negative Price) Lead Time & Misc Tab. Method 6 – As the output of Sales Order Prepayments, once the SO Prepayment is released, it will generate a Prepayment SO Invoice (flagged as such on the SO Invoice > Additional > Reference tab, Prepayment Invoice, and Prepayment Number fields) Method 5 – As the output of Recurring Billing functionality. See SYDATA - Create Invoice for Shipper and/or SYDATA - Create Sales Invoice and/or SYDATA - Credit Memo for Sales Invoice for details. Transaction Type Create Sales Invoice or Create Invoice for Shipper or Credit Memo for Sales Invoice. This feature is available with the setting Allow Invoice Creation without Shipper ( SO Control Invoice Processing Tab ). NOTE The Manual Invoice (No Shippers) box allows for processing invoices that do not have/require a shipment/shippers. Step 6: If qualifying Prepayments are available for this customer, the user will be given the option to auto-apply them to the Sales Order Invoice or simply Continue. Step 5: Press Create Invoice or Create Credit Memo button. Step 4: (Optional) The user has the choice to Create Invoices and Not Add them to a Batch, Add to an Existing Batch, or to Add to a New Batch by using the Batch Number drop-down field. Step 3: Select Shippers to include in the Sales Invoice. Also possible to create a Credit Memo (CM) by clicking the New Credit Memo button, skip steps 3, 4 & 6 for CM. Step 1: Navigate to Sales Order Invoice and click New Sales Order Invoice Header. Method 3 – Directly from SO Invoice list view Method 2 – Using the Create Invoice for All Shippers functionality, which creates Invoices for all the accumulated Shippers. And also gives the option to add Sales Order Invoices to the existing Invoice Batch or if non-available, to a new one. If you would also like to add an Invoice to the current batch, you can see Sales Order Invoice Batch for SO Control Setup details. Step 2: Select the Create Invoice box and Sales Order Line/s ready to process (those with SO Shippers fully shipped and closed). Step 1: Go to the Sales Order Fulfillment page. NOTE Method 1 is only available when the Disallow Invoice Creation In Fulfillment ( SO Control Order Processing Tab ) is not checked. Ĭustomer Addresses Tab , Default Bill to, and Ship to Addresses will be used if no addresses are found (manually created Credit Memos, Sales Order Invoices without Shippers, and Credit Memo created from them). If using Financial Force, see SO Control FinancialForce Invoice Tab. Review options included in SO Control Invoice Processing Tab NOTE Rootstock does not contain financial information when used with a financial application other than Rootstock Financials. Rootstock does contain financial information when the Rootstock Financials Application is being used. In this article, the steps are meant for integration with Rootstock Financials, with notations of major differences when another supported financial integration is used. The processing steps may vary depending on the Financial Application used with Rootstock. If derived from SO Shippers, only those fully shipped can be invoiced. Sales Order Invoices may contain one or more SO Shippers from one or more Sales Orders (setup settings regulate this). In Rootstock, users can create Sales Order Invoices manually or as a natural result of the SO Fulfillment Process or Recurring Billing. Credit Memos (CM) or Credit Memorandum are the offset of Sales Order Invoices, a document issued by the seller of goods or services to the buyer, which reduces the amount that the buyer owes to the seller under the terms of an earlier invoice. Sales Order Payment Processing via Service Provider GatewayĪ Sales Order Invoice is a bill delivered to a Customer for a Product or Job completion.
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