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      Searching and viewing issued preliminary invoices/offers
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Searching and viewing issued preliminary invoices/offers

This chapter shows how to search and view issued preliminary invoices/offers. Issued preliminary invoices/offers are searched and viewed in the Offer list submodule in the Orders/offers module.

HINT

For more information about searching and viewing issued preliminary invoices/offers, see the chapter Offer list in the technical guide.

 

CASE SUMMARY

The person responsible wishes to view preliminary invoices/offers issued from 01.02.2023 to 13.03.2023 and print a specific document with a printer. This is done by selecting restrictive criteria in the offer list, or entering the specific document number. The person responsible previews the selected document and prints it. This is done as follows:

  1. Finding the preliminary invoice/offer
  2. Previewing and printing the document

1 Finding the preliminary invoice/offer

The person responsible selects the Orders/offers module from the main menu, then the Offer list submodule.

In the Document type field, the person responsible selects 0100 - Sales order from the drop-down list.

The person responsible enters the time period by selecting the dates 01.02.2023 and 13.03.2023 from the calenders in the Date from and Date to fields.

The list displays all preliminary invoices with the document type 0100 - Sales order from the selected time period.

HINT

Clicking the icon in each column enables further arranging of the documents and filtering according to conditions.

 

The person responsible knows the specific document number - 23-0100-000010 - and enters it into the Search field.

The desired document is displayed on the list.

HINT

Clicking the document number in the offer list opens the document.

2 Previewing and printing the document

The person responsible wants to see a visualisation of the preliminary invoice.

Clicking the button opens the Order reports list.

The person responsible selects 095 - Order from the drop-down list.

On the right side, a preview of the PDF appears.

The person responsible prints the document with a connected printer by clicking the Print button.

RELATED TOPICS:

Offer list

Orders/Offers

New preliminary invoice/offer

 

 

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