Invoice Creation Criteria:

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.

• do not check if you do not want Packing Slips with a future date to be displayed
• check if you want Packing Slips with a future date to be displayed as well

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.

Select how packing slips will be transferred to the collective document:

• Summary by items – if you have issued an item using the same ID in the internal issues, the sum of all internal issues it can be combined will be transferred into collective invoice. The lines will not be combined, if the ID of the item is the same, but lines of internal issue differ by entered data about: department, cost driver, tax rate, price and discount.
• Detailed by packing slips – if you have been issuing the item with the same code with internal document, every item of internal issues, as they have been entered, will be calculated into the collective invoice.

• Do not fill - the number of the collective invoice will not be entered anywhere in the internal issues
• Into Linked Doc 1 –  data about the number of the collective invoice will be entered in the data about linked document 1
• Into Linked Doc 2 – data about the number of the collective invoice will be entered in the data about linked document 2

Select which date will be transferred to the collective document (Packing Slip/Receiving field):

• First date - the date from First Packing list will be transferred
• Last date - the date from Last Packing List will be transferred
• Today - Current date will be transferred
• Document Creation date - date from "Document Creation date" from Adds documents form
• Leave Entered date - date which is entered by creating collective document

• All Documents - all documents with be transferred
• Approved only - documents with status approved will be transferred

• do not check if you do not wish to create as many documents as different 3rd party for one subject. For one subject will be created just one document (does not matter how many different 3rd party).
• check if you wish to create as many documents as different 3rd party for one subject

• do not check if you do not wish to create a new document. This parameter is used in case when original document is added on existing document
• check if you wish to create a new document 

•  do not check if you do not wish to approve original document 
• check if you wish to approve original document 

•  do not check if you do not wish to transfer Payments terms that are shown in the original document to the new document
• check if you wish to transfer Payments terms that are shown in the original document to the new document

• do not check if you do not wish to transfer notes that are shown in the original document to the new document
• check if you wish to transfer notes that are shown in the original document to the new document

• do not check if you wish to transfer the prices that are shown in the original document to the new document (suitable for creation of reversing of documents or the credit notes and for adding the orders, where the prices and other sales terms are already designated)
• check if you wish for the program to not use the price from the original document, but to find them again according to the hierarchy of price setting (suitable for example for repeated orders, if the sale prices have changed from the last issuing). The option also finds the tax rate again, this is why it is suitable for the transfer of documents before January 1, 2002 into period after January 1, 2002.

• do not check if you wish to transfer the prices that are shown in the original document to the new document (suitable for creation of reversing of documents or the credit notes and for adding the orders, where the prices and other sales terms are already designated)
• check if you wish for the program to not use the price from the original document, but to find them again according from the Contratct Prices  (suitable for example for repeated orders, if the sale prices have changed from the last issuing). The option also finds the tax rate again, this is why it is suitable for the transfer of documents before January 1, 2002 into period after January 1, 2002.

At the adding of orders of customer on the receiving the tax tariff is found again AUTOMATICALLY, so this checkbox is automatically active and is not visible on the window for adding.

• do not check if you do not wish to transfer document 1 from original document 
• check if you wish to transfer document 1 from original document 

•  do not check if you do not wish to transfer document 2 from original document 
• check if you wish to transfer document 2 from original document

• do not check if you do not wish to transfer warehouse from original document 
• check if you wish to transfer warehouse from original document

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.