Home » Categories » Multiple Categories

Document Processing - Check if Invoiced in Last X Days

Datafile Software

Document Processing - Check if Invoiced in Last X Days

Of particular use when SOP is configured for ‘contract’ use, though this option is also available in POP, where the same order is re-invoiced multiple times this feature provides an additional check to ensure that operators do not re-invoice a contract too soon when manually invoicing.

On selection of the order and confirmation of the invoice date the system will perform a check against the last invoice date and warn if previously processed in a set number of days.


You can select to proceed or continue as required.

Note

 This option does not apply on automatic invoicing procedures where you would typically have selection criteria along the lines of LAST-INVOICE less than XX/XX/XXXX

 Installation

Document Design Manager

This new option is set within the document parameters for the order processing document parameters.To update Diamond and Premier users should select Installation followed by Application Manager and then Document Design Manager, Compact and Professional users should select Installation followed by Document Design Manager.

From the list of application documents select the appropriate Order Processing Documents and then select the document type and then the list of documents is displayed, enter the document number required and the document mask is displayed.

To check last invoice date select the Parameters option from the main toolbar and move to screen ’12 – Optional Features During Invoice’ by selecting the ACTION button and selecting the required screen from the list before selecting NEXT to move to screen 12a.


Warn if order invoiced in last N days (0-No Check) – set the number of days to check if the order is selected for re-invoice within and warn accordingly.

Custom Fields
  • Release ID: 6.3
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Job Costing Link at Order Header
Viewed 1943 times since Tue, Jul 3, 2012
Order Detail Items to be Printed – Comma’s in Values
Viewed 48 times since Tue, Oct 15, 2024
Ledger Enquiry Manager
Viewed 1828 times since Wed, Jul 4, 2012
Omit Values on Delivery Note
Viewed 2324 times since Tue, Jun 12, 2012
Document Processing - Omit Cost Warnings
Viewed 1603 times since Mon, Jun 11, 2012
Operational Considerations
Viewed 1485 times since Tue, Jul 3, 2012
Prevent Amendment of Default Additional Charge
Viewed 1526 times since Mon, Jun 11, 2012
Print Invoices / Purchase Invoices - Application User Facilities
Viewed 1609 times since Wed, Jul 4, 2012
Reports
Viewed 1421 times since Tue, Jul 3, 2012
Header Optional 3
Viewed 1698 times since Wed, Jul 4, 2012