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cats:procedures:invoices:payablegrids [2017/01/12 15:36] – [Vendor Payable Grid] jen | cats:procedures:invoices:payablegrids [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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Adding a specific type of invoice item and keep record of all items you add.\\ | Adding a specific type of invoice item and keep record of all items you add.\\ | ||
+ | |||
+ | ====Add a Vendor Payable Grid (VV)==== | ||
From the main menu, choose **Invoicing > Invoice Preparation > Add > Vendor**. | From the main menu, choose **Invoicing > Invoice Preparation > Add > Vendor**. | ||
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- | CATS will create the invoice and show you the invoice review screen. | + | CATS will create the invoice and show you the invoice review screen. |
+ | [{{: | ||
+ | Instead of selecting inventory as you would on an inventory (purchase or sales) invoice, vendor invoice items must be added manually by selecting | ||
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+ | A screen with 10 blank entries will show. There are a few ways to add entries in: | ||
+ | * Manually\\ | ||
+ | * Set Price Tool\\ | ||
+ | * Import from traffic screen\\ | ||
+ | You will use this scan grid with blank entries to enter your items. | ||
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+ | First, you must enter a purchase number and contract description. Please note if you **Exit** at this point and the **Amount** is left blank it will not save your entries. | ||
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+ | ====Manual Entry==== | ||
+ | If you are adding the entries manually then continue to add the Amount and Lbs. Next, fill in the Cst (Cost Code), and the G/L Acct column will fill in automatically. Press **Save** to continue. | ||
+ | [{{: | ||
====Add Items using Set Price Tool==== | ====Add Items using Set Price Tool==== | ||
+ | Go to **Tools < Set Price** to add entries. | ||
- | Instead of selecting inventory as you would on an inventory (purchase or sales) invoice, vendor invoice items must be added manually by selecting **Invoice Items > Add Invoice Items** from the menu. | + | [{{: |
- | [] | + | There are 4 types to use to set the price. |
+ | * Weighted Average - average out costs of items based on their weight\\ | ||
+ | * Average - splits amount evenly\\ | ||
+ | * Per Item- Amount per item\\ | ||
+ | * Per Pound- Applies the amount you pick per pound\\ | ||
- | You will use this scan grid with blank entries to enter your items. First, you must enter a purchase number and contract description. | + | [{{: |
- | [] | + | Choose your type, enter the amount and then **Apply** to continue. |
+ | Put a check in the box if you want to apply this price to all the same cost code. Please note, if you check this box, it will overwrite amounts even if you manually put them in already. | ||
- | [] | + | [{{: |
- | Next, go to **Tools > Set Price**. | + | [{{: |
- | [] | ||
- | There are 4 types of choices to use to set the price. | + | ====Add Items by Importing from Traffic Report==== |
- | * Weighted Average - average out costs of items based on their weight\\ | + | |
- | * Average - splits amount evenly\\ | + | You may add entries by importing from a traffic screen. |
- | * Per Item- Amount per item\\ | + | |
- | * Per Pound- Applies | + | Go to **Tools > Import from Traffic Report**. |
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+ | [{{: | ||
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+ | Select cost code and G/L number. Press **Apply** to continue. | ||
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+ | [{{: | ||
+ | |||
+ | Select traffic report to apply to entries. Press **Import** to continue. | ||
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+ | [{{: | ||
+ | |||
+ | The records will be imported and shown in the scan list. Next, the dollar | ||
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+ | Invoice items will show on the invoice. Print and post the invoice as usual. Press **Exit** to return to main menu. | ||
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- | ====Add Items by Importing Traffic Screen==== | ||