| Document creation date
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The date that will be used as the invoice date. |
| From date / To date (Packing Slip) |
Date criteria can be used to limit the selection of documents for transfer to the collective invoice. Dates entered in this field apply to packing slip dates. |
| From date / To date (Linked doc. 1) |
Date criteria can be used to limit the selection of documents for transfer to the collective invoice. Dates entered in this field apply to linked document 1 dates. |
| Currency |
Select a currency if you would like to limit the selection to a currency in internal documents. |
| Document Type |
Select an internal document type if you would like to limit the selection to a single internal document type. You can also set default document types for this function in the Document Types settings. |
| Consignee |
Select a consignee if you would like to limit the selection to a single subject. If you leave this field blank, the program will display all non-invoiced internal documents and will create as many collective documents as there are customers in the internal documents. |
| 3rd party |
similar as for subjects (1st party), you can limit the selection of internal documents to an individual 3rd party from the document of internal receiving/issue. This way you can for example create the collective invoice for some receiving warehouse, that you have entered in the data about the 3rd person in the internal issue. |
| Warehouse |
Select a 3rd party if you would like to limit the selection to a single 3rd party. This way, you can, for example, create a collective invoice for a destination warehouse that you've entered as the 3rd party in an internal document. |
| Department |
the selection can be limited according to the department from line of internal issue.
Select a department if you would like to limit the selection to a single department that appears in internal issue lines.
The Program will find all documents (not lines), that have the selected department entered in at least one line. The adding adds ALL lines of these documents, regardless the data about department in the other lines.
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| All combinations of Subject/3rd party |
Select this option if you would like the program to create an invoice for each subject/3rd party combination that appears in internal documents. If you do not select this option, one collective invoice will be created for each customer. |
| Create new invoice |
Select this option if you would like the program to create a new collective invoice. Do not select this option, if, for example, you have accessed the Adding window from an already created collective invoice that you would like to add internal documents to. |
| Confirm transferred documents |
Select this option if you would like the internal documents that you will add to the collective invoice to have Approved status once they are added. |
| Invoice Details |
In this panel, you'll find data about the invoice from which you have triggered the adding function. If you are adding the packing slips to an existing collective invoice, its number will be displayed. If you are creating a new invoice, it won't ahve a number at this point (the number has yet to be created) and a series of question marks will be displayed in the last six spaces, like with any other new document. |
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After you enter all necessary limiting criteria, click the Select button. The program will display a list of internal issues that correspond to selected limiting criteria:
By default, all internal issues are marked for transfer to the collective invoice. Issues, that are checked in the "Sel."column are marked. Of course, you can also unselect documents (with the help of space or the mouse). In lower part, you can also view the lines of packing slips selected for transfer, but you cannot select or delete them.
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If the program has found multiple internal issues, move through them using the cursor keys.
The program only displays internal issues, that have not been invoiced yet. |
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When you mark the desired documents for transfer to the collective invoice, click the Add button.
The program will create a collective invoice (or as many collective invoices as you need for the subjects in the internal issues). When the procedure for adding issue slips to the collective invoice is finished, the program will let you know: Adding completed.
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