Search Sales Invoices
The search sales invoices procedure has been created in order to enable the user to search easily invoices, that have been previously inserted, in order to view, edit, delete and cancel them or to insert a new invoice, after having obtained the necessary user's rights for these operations.
Through filters it is possible to view: a document (e.g. search by document number), more documents (e.g. search by date), documents inserted in a year (e.g. search by year), documents inserted by a certain customer (e.g. search by account/detail account), documents inserted by a certain agent or related to a sales job order (only if job order has been inserted on header). Then there is the possibility to search documents that have a certain item or items class by using 'Search Items'.
RIBBON BAR: it represents the Form menu, that is the area in which it is possible to perform actions. The list of features is the following:
| Function | Meaning |
|---|---|
| Search Invoices | Button to search for invoices on database. |
| New Invoice | Button to create a new invoice. |
| Edit Invoice | Button to edit a previously inserted invoice. |
| View Invoice | Button to view the previously inserted invoices. It does not permit any modifications. |
| Delete Invoice | Button to delete a previously inserted invoice. |
| Reversal of Invoice | Button to create reversal document of the inserted original invoice. When the user performs the reversal, a form appears with the list of all items belonging to original invoice and the user has to select the item movement template and to set the reversal flag and lastly the invoice type to be created. The connection between the reversal invoice and original invoice has to be inserted manually by the user on Ref. Invoice and type fields. |
| Duplicate Invoice | Button to duplicate an invoice. It enables the user to duplicate a document, considering all original document conditions, but with present data. |
| Conversion | Button for conversion of document prices to another currency. |
| Function | Meaning |
|---|---|
| Sales Invoices | It refers to the procedure to print the sales invoices according to specified filter criteria (invoice type, number, date, customer, etc). |
| Sales Invoices List | It refers to the procedure to print an invoices list according to specified filter criteria (invoice type, number, date, customer), offering the possibility to the user to order according to customer, invoice number, invoice type or insertion date. |
| Invoicing | It refers to the procedure to print sales invoices, according to specific filter criteria (invoice type, number, date, customer), offering the possibility to the user to order according to item, items class, country, customer. |
| Function | Meaning |
|---|---|
| Sales Invoices Accounting | The procedure enables the user to account sales invoices. |
| Create from DN | The procedure enables the user to create a sales invoice from one or more DN. |
| Warehouse Direct Invoice Unload | The procedure enables the user to unload a sales invoice from warehouse. |
FILTER AREA: the filter area contains the list of the possible data types thanks to which it is possible to perform a selection. Typically filters have 'AND' condition and it is possible to specify more search filters at the same time.
RESULT GRID: the result grid represents the list of invoices which correspond to filter data, above mentioned. After having specified values through which it is possible to obtain a records search, the user, by clicking on [Search] button on the related Ribbon, will obtain the list of the desired invoices on the result grid.