Search HansaManuals.com HansaManuals Home >> Discontinued Products >> HansaWorld FirstOffice Professional >> Sales Support Module >> Sales Order Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 4.3 Operations Menu - Create Invoice To raise an Invoice from a Sales Order, select 'Create Invoice' from the Operations menu. For the function to have any effect, you must first save all changes to the Sales Order (use the [Save] button), and there must be at least one approved Delivery.A new record will be created in the Invoice register (in the Sales Ledger). It will be opened in a new window, entitled 'Invoice: Inspect'. This means that it has been created and saved and is being opened for amendment and approval. You can change the Quantity of one or more rows on the Invoice screen as appropriate, but not to a Quantity that is greater than that delivered. You can also remove entire rows, by clicking on the row number to the left and pressing the Backspace key, or add new rows. If you need to invoice a greater Quantity than was delivered, you must do so by adding a new row to the Invoice. Ensure that the Update Stock box on the 'Delivery' card of the Invoice is checked so that stock levels are updated accordingly and, if appropriate, to cause cost accounting transactions to be created in the Nominal Ledger for the extra quantity. The Update Stock box will only apply to Invoice rows that are not related to the Order. To print an Invoice, click the Printer icon. If the Invoice has not been approved and if you are not using the No Test Printout option in the Configuration setting in the System module, the printed Invoice will be marked as a test print, so that it cannot be confused with the final version of the Invoice. When the Invoice is complete, click the OK check box and save. This signifies that the Invoice has been approved. Associated transactions in the Nominal Ledger (including cost accounting transactions if you are using this option) will be raised and you will no longer be able to modify the Invoice. If you are raising part Invoices from an Order, you will be able to raise further Invoices even if the previous one has not been approved. Please click for a full description of the Invoice screen and of approving and printing Invoices. To close the screen and return to the Order, click the close box. You will be asked if you want to save any changes. The Invoiced field of the Order (visible on flip D) will be updated automatically (you will need to close the Order and re-open it to see this). If you run the 'Create Invoice' function from the Operations menu of the 'Orders: Browse' window, it will only create an Invoice for the first highlighted Order. You can also create an Invoice by dragging an Order from the 'Orders: Browse' window to the 'Invoices: Browse' window. In this case, the new Invoice will not be opened automatically for checking and approval. If the function does not create an Invoice, the probable causes are:
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