
A collective document is used where multiple packing slips are invoiced with
a single invoice. The basic characteristic of collective issue documents is that
they do not affect stock at a warehouse (this is changed with internal issue
documents). They belong in tax records and serve as the basis for posting
receivables from customers.
Packing slips created with just one internal issue can be invoiced this way.
A new collective issue document can be created simply by selecting
a type of
document for collective issue and clicking
the
Add button in an EXISTING
document. You can also click the New Record
button to open a new document and click the
Add button. The program will
create the new document according to the parameters you've set (see
Adding packing slips)
When all the necessary
criteria have been entered, click the
Select button. The program
will display a list of internal issues that correspond to the chosen criteria:
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The program only displays internal issues that have not yet
been invoiced. |
The program will create the collective invoice (or multiple collective invoices
if multiple subjects appear in the internal documents).

Individual functions and fields in a collective issue
document are the same as in issue
documents.
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For a description of the task bar of
collective issue documents, see
Task Bar for issue invoices! The function for adding goods movements and orders (see Add)
to collective issue documents can be found in the
Wizards menu! |
 |
The valuation price in the collective document
is only informative, because the data in the internal issue is used for
unburdening stock! If you would like to update the valuation prices for the sake of
gross margin overviews, use the Fill Purchase Prices for Collective Issues
function in the Refresh Stock. For posting material
consumption, use internal issue documents.
|
 |
If you delete a collective invoice, the data
about the number of the linked document and status in the internal issue
document will
not be deleted!
|
In the collective invoice, data is sorted by panels, like
in issue invoices.
The Links panel is especially
useful. Here, you can see which internal issues have been linked with
the collective invoice. Double-click the number of an internal issue document to
open it.
