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.


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Article ID: 146
Created On: Mon, Jun 11, 2012 at 2:09 PM
Last Updated On: Wed, Jun 14, 2023 at 5:34 PM

Online URL: https://kb.datafile.co.uk/article/document-processing-check-if-invoiced-in-last-x-days-146.html