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This text refers to program version 7.2  

Invoice Delivered Orders

This function allows you to create Invoices in batches. It finds all approved but uninvoiced Deliveries and creates appropriate Invoices, which can be saved in an approved or an unapproved state. The main difference between this function and the 'Group Invoicing' function is that a separate Invoice will be created for each Order, instead of one per Customer, possibly including several Orders. The Order Number field on the 'Identifiers' card of each Invoice will contain a reference to the Order to which it pertains. Any Orders that do not have Payment Terms will not be invoiced. You can approve all Invoices thus created in a single step, by highlighting them in the 'Invoices: Browse' window and selecting 'OK' from the Operations menu. Remember that if you wish to change any of the Invoices, you must do so before they are approved. You can also print the Invoices in a single batch, using the 'Documents' function on the File menu or the [Documents] button in the Master Control Panel having first changed to the Sales Ledger module. Please click for more details about approving and printing Invoices.

Selecting the 'Invoice Delivered Orders' function brings up the following dialogue box:

Customer

Paste Special    Customers in Customer register

Range Reporting    Alpha

If you want to create Invoices from delivered Orders for a particular Customer, enter the Customer Number here.

Order Class

Paste Special    Order Classes setting, Sales Orders module

Use this field to ensure the function creates Invoices from delivered Sales Orders belonging to a particular Order Class.

Sorting Selection

Range Reporting    Alpha

Invoices will be created from Orders with Sort Keys falling in the range that you specify here. The Sort Key of an Order is shown in the Sorting field on the 'Del Terms' card.

OK Invoices

Check this box to create approved Invoices. Otherwise, unapproved Invoices will be created.

Update to Current Prices

Check this box if you would like the Invoice to use the latest prices from the Price and Item registers instead of the prices in the Order.

If the function does not create an Invoice, the probable causes are:

1. There are no Items on the Order awaiting invoicing.
   

2. The Order has a Project Number quoted on the 'Del Terms' card. If this is the case, the Invoice must be raised from the Job Costing module, using the 'Create Project Invoices' Maintenance function.
   

3. The Pay. Terms field on the 'Date' card of the Order is empty.
   

4. The Group Invoicing Only check box in the Contact record for the Customer ('Terms' card) has been switched on.
   

5. There is no valid record in the Number Series - Invoices setting (in the Sales Ledger). This might be a fault in the setting itself, or it might be because the default Invoice Number on the 'Serial Nos' card of the current user's Person record or in the Number Series Defaults setting (in the System module) is not in a valid Number Series. This problem will usually occur at the beginning of a new year. If a change is made to the 'Serial Nos' card of the Person record, you will need to quit HansaWorld Enterprise and restart for it to take effect.

Click [Run] to run the function. It may take a few moments, depending on the number of Invoices to be created. When it has finished, you will be returned to the 'Maintenance' list window.

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