This screen deals with the ‘Period’ option whether the actual dates are only set at short notice (or where you want to run a 4/4/5 week rotation). In these instances, you need to set the date prior to each run.
You have several options when running Stock Storage Invoices:
Daily
Weekly
Monthly
Quarterly
Annually
Periodically
Enter the new Period Date and click the button with the Plus icon to add it to the list. The list shows all the previous Period Dates
Invoiced shows Yes if the invoices have been run against a particular date.
The Invoiced column will show No until all outstanding invoices for that Period have been dealt with.
Zero value invoices count as outstanding - so these need to be updated with a value and invoiced (or removed altogether).
The "By Customer" and "By Site" Outstanding Invoice reports can assist with this process.
This screen allows you to modify the raw invoice data, only before invoicing. (You cannot amend already invoiced data).
This is a licensed feature which may not be enabled on your system, for more information please contact the Customer Services Team through the Vision Support Portal.
All the tabs on this screen operate in the same way so we are only showing one.
Charges are displayed as Qty x Rate = Charge.
(Please note that due to the complex calculations of the applicable Rate and Charge in the source applications, if you amend the Rate, the Charge is not auto recalculated).
Therefore if you want to amend the Charge as well, this has to be done separately (manually)
Once you amend any Charges in Amend Invoices (prior to Invoicing) you need to click Save to record your changes.
If you try to use the Remove Zero Charges button before clicking the Save button you will be shown a message that some of the Charges are not zero.