A Sale Invoice may be raised from another transaction, such as a Sale Quote, Sale Order or a Sale Dispatch. This has the advantage of the details not having to be keyed in twice, especially for large volumes of transactions.
The procedure is as follows:
Select Customer. Enter the Customer name, or click on the ? button for the Customer List, then click to highlight and Select [F3].
Customer Reference. Enter if required.
Click on the "Select" button at the bottom of the screen. This will bring up the list of available transactions that are available for the Sale Invoice to be raised from.
Click to highlight on the appropriate Sale Quote, Sale Dispatch or Sale Order and Select [F3].
This will automatically recall the items which have been quoted for or ordered. If there are any differences in item quantities delivered, or price, change by clicking in the appropriate boxes under the column headings.
It is possible to Add [INS] further lines for items not originally on the source transaction, and enter details as required.
Location. Ensure the correct location is being used. Click on the down arrow key to change if necessary.
Sale Invoice Date, Actual Dispatch Date, Payment Due Date. To change if required, use the [up/down arrow key] to change the day, and the [up/down arrow key + shift key] to change the month.
Tax Invoice No. This is automatically allocated when the transaction is completed.
SI fig4
Process [F9] using the following options
Process and complete immediately. If all items on the source transaction have been delivered exactly as requested, and there are no outstanding items to be delivered, then it may be completed immediately and elect to "Close Source", being the original transaction. This will have the effect of completing the Sale Order, Sale Quote or Sale Dispatch, and no further documentation will be able to be raised from it. This will also have the effect of confirming and completing the Purchase Invoice and a journal entry will be completed.
Process, but do not complete immediately. This will allow a further version of the transaction, and also the original source transaction will stay Confirmed but not Completed.
Hold. The Sale Invoice will remain in a 'Planned' state and will able to be edited.
Delete.
NB. A Sale Invoice for stock items which has been raised from a source transaction does not have the effect of reducing stock on hand, as the original transaction has already done so.
