Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:invoices:pnfreport [2016/10/19 14:20] – 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===== | =====Provisionals Not Finalized===== | ||
+ | {{entry> | ||
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). | 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**. | Go to **Invoicing > Provisionals not Finalized**. | ||
Line 8: | Line 10: | ||
CATS will display a list of previously created and saved formats to choose from. | CATS will display a list of previously created and saved formats to choose from. | ||
Choose the report format you want to use. Click **Modify**. | Choose the report format you want to use. Click **Modify**. | ||
- | [{{: | + | [{{: |
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. | 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. | ||
Line 17: | Line 19: | ||
[{{: | [{{: | ||
- | Select | + | Select |
[{{: | [{{: | ||
Line 24: | Line 26: | ||
View your report.\\ | View your 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: | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | ====Omit an Invoice from Report==== | ||
+ | |||
+ | You can also omit an invoice from a provisionals not finalized 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 will let you know that the invoice was successfully removed from the provisionals not finalized report. Press any key to continue. | ||
+ | [{{: | ||
+ | |||
+ | You can now run the report and the invoice you omitted will not be listed. | ||
+ | |||
+ | [{{: | ||
+ | {{tag>" | ||