cats:procedures:invoices:inventoryinvoices

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cats:procedures:invoices:inventoryinvoices [2019/03/12 14:59] – [Selecting Inventory to Create Items] jencats:procedures:invoices:inventoryinvoices [2023/05/12 19:41] – [Creating Invoice Items Manually] wiki_admin
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 ====Quick Inventory Invoice Procedure==== ====Quick Inventory Invoice Procedure====
-  - Go to **Invoicing > Invoice Preparation > Purchase (or Sale) > Add**.+  - Go to **File > Invoicing > Invoice Preparation > Add > Purchase (or Sale)** OR **Invoicing > Add Invoice > Add Purchase / Add Sale / Add Vendor**.
   - Select a type of invoice (AP and SF are final types) and pick **Apply**.    - Select a type of invoice (AP and SF are final types) and pick **Apply**. 
   - Enter the base **Contract Number**, **Invoice Date**, and **Invoice Account**. You may be able to enter the **Invoice Number** as well. Click **Apply**.   - Enter the base **Contract Number**, **Invoice Date**, and **Invoice Account**. You may be able to enter the **Invoice Number** as well. Click **Apply**.
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 From the invoice screen, select **Item > Add Invoice Item**. From the invoice screen, select **Item > Add Invoice Item**.
  
 +====Adding Invoice Subtotals====
 +
 +You can create separate sub-totals for your invoice items listing. Subtotals are special items that print out the subtotal for a selection of items. The order used when creating the items and subtotal lines determines which items show up in which section.
 +
 +<note>NEW FEATURE: The invoice subtotals feature is new in CATS version 2408</note>
 +
 +From the invoice screen, select **Item > Add subtotal**
 ====Multi-Contract Invoices==== ====Multi-Contract Invoices====
 You can select inventory to include on this invoice for more than one contract, as long as the contract has the same account code. From the **Sinv** scan, pick **Tools > Select contract to view**. You can select inventory to include on this invoice for more than one contract, as long as the contract has the same account code. From the **Sinv** scan, pick **Tools > Select contract to view**.
 [{{:cats:procedures:invoices:invoice_toolsselectcontract.png|Choose Tools and Select Contract to view.}}] [{{:cats:procedures:invoices:invoice_toolsselectcontract.png|Choose Tools and Select Contract to view.}}]
  
-CATS will call up a chooser of all contracts for that account code. Pick a contract and select **Continue** to see the location screens for that contract.+CATS will call up a chooser of all contracts for that account code. Choose a contract to view. Press **Continue** to view the inventory available.
 [{{:cats:procedures:invoices:invoice_chooseranothercontract.png|Pick a new contract and select Continue.}}]  [{{:cats:procedures:invoices:invoice_chooseranothercontract.png|Pick a new contract and select Continue.}}] 
    
  • cats/procedures/invoices/inventoryinvoices.txt
  • Last modified: 2023/05/12 19:49
  • by wiki_admin