Differences

This shows you the differences between two versions of the page.

--- cats:procedures:invoices:inventoryinvoices [2018/02/21 15:37] – jen
+++ cats:procedures:invoices:inventoryinvoices [2023/05/12 19:49] (current) – [Invoice Subtotal Options] wiki_admin
@@ Line 5: / Line 5: @@
 ====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**.
   - Enter the base **Contract Number**, **Invoice Date**, and **Invoice Account**. You may be able to enter the **Invoice Number** as well. Click **Apply**.
@@ Line 65: / Line 65: @@
 [{{:cats:procedures:invoices:invoice_selectinvent.png?|Use the SInv menu item to pick inventory for this invoice.}}]
-A list of traffic screens for the contract number you selected will be displayed.
+A list of traffic screens for the contract number you selected will be displayed.If a screen is available (not already selected on another invoice), the **Selected** column will display **Available**.  If the material is on another invoice, this column will show **Reserved**.
-[{{:cats:procedures:invoices:invoice_sinvavailable.png|A list of location screens on this contract.}}]
+Click in any available field for a single screen, then on the menu select **Pick** or **Tools > Pick this Traffic Screen** to choose the highlighted screen.
+[{{:cats:procedures:invoices:invoice_selectavailable.png?|A list of traffic screens on this contract.}}]
-If a screen is available (not already selected on another invoice), the **Selected** column will display **''Available''**.  If the material is on another invoice, this column will show **''Reserved''**.
+[{{:cats:procedures:invoices:invoice_toolspickscreen.png?|Use Pick to select a traffic screen.}}]
-Click in any field for a single screen, then on the menu select **Tools > Pick this Traffic Screen** to choose the highlighted screen.
-[{{:cats:procedures:invoices:invoice_toolsselectinventory.png|Use the Tools menu to select a traffic screen for this invoice.}}]
 Click on each mark to copy from the location screen to this invoice, then pick **Continue**.
 [{{:cats:procedures:invoices:invoice_selectmarksfromchooser.png|Choose the marks to copy to this invoice.}}]
-The select inventory screen will show **''Selected''** in the Selected column.
+The select inventory screen will show **Selected** in the Selected column.
-[{{:cats:procedures:invoices:invoice_inventoryselected.png|}}]
+[{{:cats:procedures:invoices:invoice_showselected.png?|The selected inventory will show as selected.}}]
 Pick **Exit** to save these changes and return to the invoice.
@@ Line 89: / Line 85: @@
 ===Selecting Multiple Screens at Once===
-To choose all available (literally marked **Available** in the scan) screens for this invoice, use the **Tools > Pick All** menu option.
+To choose all available (literally marked **Available** in the scan) screens for this invoice, use the **Tools > Pick All** menu option. CATS will only allow you to "Pick All" if the traffic screen is complete.
 [{{:cats:procedures:invoices:invoice_toolspickall.png|Use Tools Pick All to select all screens for this contract.}}]
 <note tip>You will not be prompted to select individual marks if you use this option.</note>
+If you want to view a different contract, go to **Tools > Select Contract to View**.
+[{{:cats:procedures:invoices:invoice_toolsselectcontract.png?|Select a contract to view}}]
+Then proceed to choose a contract to view. Press **Continue** to view the inventory available.
+[{{:cats:procedures:invoices:invoice_chooseranothercontract.png?|Choose the contract to continue}}]
 ====Editing Invoice Fields====
 Select **Edit** from the toolbar menu to change fields on this screen, such as the Payment Terms, Remark, B/L Number, Due Date, etc. Fill in the fields as desired, then pick **Save** from the top menu to continue.
@@ Line 108: / Line 110: @@
 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**
+====Invoice Subtotal Options====
+Subtotal lines can have individual settings to control which fields are totaled and how the subtotals are calculated.
+  * **Print if empty.** If enabled, this subtotal will display on the printed invoice even if it doesn't have any items within it.
+  * **Nested subtotal.** If enabled, this subtotal line will be nested inside a parent subtotal.
+  * **Running totals.** If enabled, the subtotals will resume after this entry rather than resetting to 0.
 ====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**.
 [{{: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.}}]