Invoice Generator [S35]
Overview
This screen allows the user to create one of the three following types of invoice... Ad hoc invoice Credit Note Debit Note The mode that this screen is called in will be reflected in the title at the top of the page. When the invoice has been created it will be picked up by Sage and imported into Sage. There will be a short time between creating the invoice and being able to see it in Sage.
Rules
When the screen is called, the mode and supplier id are passed. If either of these are missing then the screen will throw an error message. The user must have permissions granted for the type of invoice that they are about to generate. If they do not have the correct permission, an error message page will be shown. These permissions are called... Adhoc invoice generation Credit note generation Debit note generation
Operation
Materials and/or services can be added to the invoice and a lists of these items are found in the dropdowns. The user can select any service or material from the dropdowns and enter the price and quantity in the text boxes. To specify a VAT code/rate, select a value from the VAT dropdown. In most cases, leave this VAT dropdown blank and the detault VAT code/rate will be retrieved from the material/service. To add the item to the invoice, click the 'Add' button. When an item is added, it will be shown in a table of invoice line items. Each line item can be deleted by using the 'D' button and if any line item fields are editable then the user can make a change to that line item and click the 'U' button to update the change. The SLI company dropdown allows the user to decide which company this invoice is charged on behalf of. The default value is the customer's default SLI company. The Currency dropdown sets the currency that this transaction is being conducted in. The default is the customer's default currency. The Date control allows you to enter a specific date. This date's time element will be 00:00:00. The date cannot be in the future but can be in the past as far back as the beginning of the previous month. The R(reset) button will reset the date back to today and the time element will be the current time. The Reason textbox must be populated with a meaningful note to explain why this is being done. To create the invoice, click the 'Create' button.
Related Items
Screen Shot
Testers : Please put a useful screen shot here when this page is tested.