cats:questions:invoices:sinotallowed

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cats:questions:invoices:sinotallowed [2014/10/28 13:58] amandacats:questions:invoices:sinotallowed [2017/12/19 03:21] (current) – external edit 127.0.0.1
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 ====Screen Already On Another Invoice==== ====Screen Already On Another Invoice====
  
-If the screen already has an invoice on it, posted or unposted, then you will not be able to select the location screen on another invoice. You can see the invoice on the screen as shown here:+If the screen already has an invoice on it, posted or unposted, then you will not be able to select the location screen on another invoice. You can see the invoice on the screen as shown in the image below.
  
 +[{{:cats:questions:invoices:selectinventory_invoicenosonlocscreen.png|Invoice Numbers Attached to this Location Screen}}]
  
  
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 [{{:cats:questions:invoices:selectinventory_reservedonanotherinvoice.png|Inventory Reserved on Another Invoice}}] [{{:cats:questions:invoices:selectinventory_reservedonanotherinvoice.png|Inventory Reserved on Another Invoice}}]
 +
 +If an invoice has been deleted without first de-selecting the inventory on it, phantom invoice numbers can remain on a location screen. You can clear incorrect numbers by going to the location screen and picking **Inv#** from the menu.
 +
 +[{{:cats:questions:invoices:selectinventory_removeinvoicefromlocscreen.png|Pick Inv# to Remove or Attach Invoice Numbers}}]
 +
 +Choose the appropriate option, **Reverse Purchase** or **Reverse Sale**. If you choose to remove a purchase invoice, you will need to enter a password to proceed. 
 +
 +[{{:cats:procedures:typepassword1.png|Enter Password then Press the Enter Key}}]
 +
 +A box will pop up showing the purchase invoice numbers attached to this screen. Blank out the purchase invoice number fields and pick Apply. 
 +
 +[{{:cats:questions:invoices:selectinventory_removepurchaseno.png|Blank Out Field and Pick Apply}}]
 +
 +If you choose to remove a sale invoice number, you will not need to enter a password. Simply blank out the field and pick Apply. 
 +
 +The location screen will no longer display that invoice number. 
 +
 +[{{:cats:questions:invoices:selectinventory_emptypurchaseinvoiceno.png|Empty Invoice Number Fields}}]
 +
 +This material will be freed up to select on a different invoice. 
 +
 +====Location Missing Information====
 +Depending on your CATS system settings, if you attempt to select material that is not yet ready to be invoiced, you will receive warnings and be unable to select the inventory.
 +
 +Go to **SInv** and select the inventory.
 +[{{:cats:questions:invoices:locationscreen_selectinvoice.png?|Select invoice}}]
 +Highlight the one you want and go to **Tools > Pick this traffic screen**.
 +[{{:cats:questions:invoices:locationscreen_toolspicktrafficscreen.png?|Select traffic screen}}]
 +If there is missing data you will not be able to select the screen. CATS will show exactly what is missing.
 +[{{:cats:questions:invoices:locationscreen_missingdata.png?|Missing data}}]
 +Highlight the one you want to edit and go to **Tools > Edit this traffic screen**. 
 +[{{:cats:questions:invoices:locationscreen_toolsedittrafficscreen.png?|Edit the traffic screen}}]
 +Fill is the needed information and **Save**. 
 +[{{:cats:questions:invoices:locationscreen_saveedit.png?|Edit the traffic screen and then save}}]
 +Now that you have filled in the missing data, you can go back to **Tools > Pick this traffic screen**. 
 +[{{:cats:questions:invoices:locationscreen_toolspicktrafficscreen.png?|Select traffic screen}}]
 +The inventory screen will now show it as **Selected**. 
 +[{{:cats:questions:invoices:locationscreen_selected.png?|Inventory is selected}}]
 +
 +
  
  
  • cats/questions/invoices/sinotallowed.1414504694.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)