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Like any other line on the order - the fabrication needs to link to a delivery (or be marked as customer pickup) to get to site.
Marking a Fabrication Order In as Ready to ship on Warehouse In/Out dashboard
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System updates Project Order line status to Picked when Fabrication Order marked as Ready to ship.
Customer Pickups
Rightclick on any line to mark it as a customer pickup (after unlinking it from any linked delivery)
Customer pickups show in the inout dashboard. Items can be picked prior to the customer arriving.
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Update the status of the event to "Dispatched" to hide on the dashboard
Authorise the Order
The order cannot be invoiced - until it has been Authorised
The order cannot be Authorised until all lines are in plan status
Invoicing
- All project lines must be configured (ie status of Plan) before any lines can be invoiced
- The order must be status Authorised
- The column "I" on the Sales order indicates which lines have been invoiced already
- The invoice calculation uses the expected customer delivery dates for items
- All items are to be invoiced in advance of shipping to site
- All fabrications are to be invoiced in advance of starting the fabrication (or sending to supplier)
- All services are invoiced in advance of the associated delivery / service event
To create an invoice - indicate the date to invoice to and first view the expected invoice calculation.
Choose the date to invoice to and Preview
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Cannot create an invoice without previewing the calculation |
If a later date is chosen
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