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Exact Synergy Enterprise   
 

Generating Sales Invoices

Introduction

Introduction

This page allows you to search for invoice requests that are ready for invoicing. Invoicing is a process of generating sales invoices from the invoice requests. To generate sales invoices, you must first search for the relevant invoice requests, and then click Invoicing to start generating the sales invoices (with unique invoice numbers) for the selected invoice requests. Each invoice request represents one invoice line and they are grouped together based on specific criteria to generate the sales invoices. The invoice requests are grouped according to the following criteria:

  • The debtor registered in the request.
  • The currency used in the request.
  • The division of the debtor registered in the request.
  • The invoicing method of the request.
  • The debtor contact person (optional)

For more information about grouping by debtor contact person, see Logistics Settings.

After the invoice is generated, you will see the sales invoice search page where you can search for the generated sales invoices. The generated invoice has a sales invoice number and the requests are the detail lines of the invoice. You can also search for the sales invoice that has been generated at Logistics/Reports/Invoice/Invoices. In the invoice search page, you can use the account number to search for the new sales invoice that has been generated (the largest number in the series of sales invoice numbers). For more information on viewing sales invoices, see Searching for Purchase Orders, Sales Orders or Sales Invoices.

Menu path

Logistics/Reports/Invoice/To be invoiced

Roles & rights

All users can access this page.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click Show to display a list of items that match the search criteria.

Refresh

Click Refresh to update the results according to the last defined criteria. You will see this button after clicking Show.

Reset

Click this to clear the defined search criteria.

Invoices

Click this to search for existing sales orders, sales invoices, or purchase orders.

Invoicing

Click this to start generating the sales invoices for the selected invoice requests. After invoicing, a unique invoice number will be generated and copied into the ‘Our ref’ field of the request. This generated invoice number is eight characters long and will be created based on the logistics settings. For more information, see Logistics Settings.

You will automatically see the invoice search page after the invoicing process is complete. You can search for the generated invoice numbers and view the invoice information (for example the request from which the invoice is generated from, debtor name and so on). Alternatively, you can click Invoices or go to Logistics/Reports/Invoice/Invoices to view invoices which have been created.

For more information about invoicing invoice requests, see Generating invoice numbers.

Close

Click this to exit.

Description

Criteria section

Status

Select a request status to display the invoice requests that are currently in the selected status. The request statuses available are Open, Approved, Rejected, Processed, Realized, Draft and (All).

For more information about request statuses, see Creating and Modifying Request Types – Flow Tab. Only requests with the status Realized can be selected to generate the sales invoices (by clicking Invoicing). This is due to the invoice request settings. For more information on the invoice request settings, see Setup an invoice request.

Division

Type or select a division code to display the invoice requests created for customer accounts that are linked to the division.

Customer

Type or select an account code to display the invoice requests that are created for the customer account.

Project

Type or select a project code to display the invoice requests that are linked to the project.

My

Click this to display the invoice requests that are currently in the workflow of the current user.

Period

Select a period to display the invoice requests that are created during the period. The following periods are available:

  • Today — Displays the invoice requests that are created today.
  • Today + Yesterday — Displays the invoice requests that are created today and yesterday.
  • Last week — Displays the invoice requests that are created last week.
  • Last: Month — Displays the invoice requests that are created last month.
  • Last: Year — Displays the invoice requests that are created last year.
  • (All) — Displays all existing invoice requests.

Sort by

Select an option to sort the invoice requests that match the search criteria.

  • Debtor code — Sort the invoice requests in ascending order of the debtor code.
  • Debtor name — Sort the invoice requests in ascending order of the debtor name.

Related document

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.476.154
 Assortment:  Date: 06-10-2010
 Release:  Attachment:
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