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--- cats:procedures:invoices:pnfreport [2016/10/13 16:11] – jen
+++ cats:procedures:invoices:pnfreport [2022/08/08 18:30] (current) – ↷ Links adapted because of a move operation amanda
@@ Line 1: / Line 1: @@
 =====Provisionals Not Finalized=====
+{{entry>0;Provisionals Not Finalized;-}}
+CATS lets you run the Provisional Not Finalized report which shows all the invoices that have not been finalized. These are mostly sale invoices without a final weight (proforma) or without a final price (provisional).
+====Provisionals Not Finalized Report====
+Go to **Invoicing > Provisionals not Finalized**.
+[{{:cats:procedures:invoices:provisionalsnotfinalized_accessmenu.png?|Provisionals Not Finalized access menu}}]
+CATS will display a list of previously created and saved formats to choose from.
+Choose the report format you want to use. Click **Modify**.
+[{{:cats:procedures:invoices:provisionalsnotfinalized_choosereport.png?direct & 800|Select Report Format}}]
+CATS will show you a screen of the most important filters you can select to limit which records will appear on this report. For this one, we would only use Invoice type and Unit Conditions.
+Invoice Type - All, A/R Sales, A/P Purchases.\\
+[{{:cats:procedures:invoices:provisionalsnotfinalized_reportselectionsinvoicetype.png?|}}]
+Unit Conditions - All, Only If Units, Only If Weights, Units or Weights, Units and Weight.\\
+[{{:cats:procedures:invoices:provisionalsnotfinalized_reportselectionsunitscondition.png?|}}]
+Select your report filters. Next, choose your report columns and orders using the **Select Columns** and **Select Orders** buttons from the top menu bar (for help with columns see wiki page [[cats:procedures:deprecated:oldcreateareport]]) Press **Continue**.
+[{{:cats:procedures:invoices:provisionalsnotfinalized_reportselectionscontinue.png?|Select columns and orders}}]
+Choose how you want the report to print.\\
+[{{:cats:procedures:invoices:provisionalsnotfinalized_printreport.png?|Print report}}]
+View your report.\\
+[{{:cats:procedures:invoices:provisionalsnotfinalized_report1.png?|Provisionals Not Finalized Report}}]
+If you notice an invoice that should be finalized on your report, you will need to finalize the invoice. See the wiki on [[cats:procedures:invoices:updateinvoice|Finalizing Invoices]]. This takes a proforma/provisional invoice and creates a new final invoice. The provisional balance is moved to the final invoice and the invoice is removed from the Provisionals Not Finalized report.
+[{{:cats:procedures:invoices:provisionalsnotfinalized_report2.png?|After you finalize the invoice, the invoice is removed from the provisionals not finalized report }}]
+====Omit an Invoice from Report====
+You can also omit an invoice from a provisionals not finalized report.  Go to **Invoicing > Omit Prov Invoices From Report**.
+[{{:cats:procedures:invoices:provisionalsnotfinalized_omitprovinvoicesfromreport.png?|Omit Prov Invoices From Report}}]
+Select the provisional invoice to remove from the not finalized report. Press **Continue**. Note that once you omit an invoice using this method you can not add it back to the report.
+[{{:cats:procedures:invoices:provisionalsnotfinalized_selectreport.png?|Select the provisional invoice to remove from the not finalized report.}}]
+CATS will let you know that the invoice was successfully removed from the provisionals not finalized report. Press any key to continue.
+[{{:cats:procedures:invoices:provisionalsnotfinalized_invoiceremoved.png?|Invoice successfully removed from the report}}]
+You can now run the report and the invoice you omitted will not be listed.
+[{{:cats:procedures:invoices:provisionalsnotfinalized_report3.png?|}}]
+{{tag>"provisionals not finalized"}}
-CATS lets you run the Provisional Not Finalized report which shows all the invoices that have not been finalized. Mostly sale invoices without a final weight (proforma) or without a final price (provisional).
-Go to **Invoicing < Provisionals not Finalized**.
-[]
-Select the report format you want to use. Click **Modify**.