Differences

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--- cats:procedures:invoices:vendororderinvoice [2022/06/22 00:41] – [Vendor Order Invoices] wiki_admin
+++ cats:procedures:invoices:vendororderinvoice [2022/06/22 00:50] (current) – wiki_admin
@@ Line 4: / Line 4: @@
 <note important>Before a vendor order invoice can be created the specific invoice type (VR) must be defined in the system. If this invoice type has not already been added to your system, it can be set up as a [[cats:procedures:invoices:invoicetypes|new invoice type]].
 </note>
-==== Creating a Vendor Order Invoice ====
+===== Creating a Vendor Order Invoice =====
 Create a new vendor invoice and select the "VR" invoice type.
@@ Line 33: / Line 33: @@
 [{{:cats:procedures:traffic:vendororder_filterboxonvr.png|On-Screen filter for vendor order line items with summary and selected item details.}}]
-==== Selecting Vendor Order Invoice Items ====
+===== Selecting Vendor Order Invoice Items =====
 . As with paying disbursements and receipts, you can specify an alternative amount to pay on a line-by-line basis by entering the amount to put on the invoice directly in the scan.
@@ Line 42: / Line 42: @@
 . Use "Pick Form" to select all vendor order line items from the traffic form displayed in the form number column.\\  [{{:cats:procedures:traffic:vendororder_scanorderlineitemspickform.png|Choosing Pick Form selects all of the vendor order line items from a traffic form.}}]
-==== Changing the Vendor Orders from the Invoice ====
+===== Changing the Vendor Orders from the Invoice =====
-You can also modify the original vendor order definition by selecting **Tools > Edit Vendor Order** from the toolbar menu.
+Occasionally, the charges on the vendor invoice will need to be adjusted when entering the vendor invoice (e.g. to correct an entry mistake). This can be done in the Select Order scan by selecting the line item for the vendor order you wish to edit and choosing **Tools > Edit Vendor Order** from the menu.
 [{{:cats:procedures:traffic:vendororder_vrtoolseditvendororder.png|Use the menu item to modify the vendor order line item from the invoice.}}]
-This takes you to the  box on the original traffic form for the order line item you picked. From here, you can modify the vendor order if it has not yet been charged on an invoice and it is for the invoice account.
+CATS will display the dialog showing all the vendor order items from the original traffic form for the order line item you picked. From here, you can modify the vendor order as long as it has not already been charged on an invoice and it is for the currrent invoice's account.
 [{{:cats:procedures:traffic:vendororder_modifylistfrominvoice.png|Change the vendor order line item details from this box.}}]
-==== Finishing the Invoice ====
+===== Finishing the Invoice =====
-Once the orders have been picked, exit the scan and CATS will populate the invoice to match the vendor order details selected. Print and post the invoice as normal.
+Once the vendor order items have been picked, exit the scan and CATS will populate the invoice to match the vendor order details selected. Print and post the invoice as normal.
 [{{:cats:procedures:traffic:vendororder_printedvrinvoice.png|A Printed VR Vendor Order Invoice.}}]
-If you go back to any of the traffic forms affected by this invoice, the Charged amount will have changed in the VO summary section.
+The traffic forms affected by this invoice will also be updated to show the Charged amount in the VO summary section.
 [{{:cats:procedures:traffic:vendororder_chargedamountonform.png|VO Summary Charged amount has now changed.}}]
+Additionally, the charges will be posted against the related location screens, meaning the charge information can be incorporated into [[cats:procedures:reports:inventorytransactions|Inventory Transaction reports]].
 {{tag>"vendor order"}}