Entering Invoice Lines - Supply Chain (v2.8)

You add items to an invoice, picking slip or quote using the Enter Invoice Line screen. You also use this screen to maintain the items associated with an invoice, picking slip or quote.

Technical Tip This procedure describes the Enter Invoice Line screen for companies using supply chain procurement. If your company does not use supply chain procurement, you will see the standard Enter Invoice Line screen. Refer to "Entering Invoice Lines - Standard" instead. For more information about supply chain procurement, refer to "Edit - Program - Supply Chain Config (v2.8)".

1. Create a new invoice, picking slip or quote, or recall an existing one.

Refer to "Creating a New Invoice, Picking Slip or Quote" or "Recalling an Invoice, Picking Slip or Quote".

Micronet displays the Invoice Creation screen.

Technical Tip 2.8 Feature If you recalled a previously created invoice, picking slip or quote, the Held Number and Docket Type fields show the invoice/slip number and the docket type you have loaded, e.g. Held Invoice, Picking Slip, Quote, etc.

2. If you want to:

• add an item to an invoice, picking slip or quote, select the Add button
• insert an item on an invoice, picking slip or quote, select the line below where you want the item inserted then select the Insert button
• delete an item from an invoice, picking slip or quote, select the item then select the Delete button
• edit the details of an item on an invoice, picking slip or quote, double click on an item or select an item then press Enter.

Technical Tip If the invoice contains a large number of lines, you can quickly find the line you want by selecting the Line button. Enter the number of the line you want to maintain then select Ok. Enter Line Number

If you selected to add, insert or edit an item, Micronet displays the Enter Invoice Line screen - General tab.

3. Enter or maintain the item details on the following tabs:

• "Enter Invoice Line - General (v2.8)"
• "Enter Invoice Line - Procurement (v2.8)"
• "Enter Invoice Line - Discounts (v2.8)"
• "Enter Invoice Line - Manufactured (v2.8)"
• "Enter Invoice Line - Extra (v2.8)"
• "Enter Invoice Line - Other Brand (v2.8)".

The Discounts tab on the Enter Invoice Line screen is not currently used.

4. Optionally, you can perform any of the following edits or actions on the Enter Invoice Line screen if required:

• select the actual item being sold from a list of FIFO/serial number entries – see "Enter Invoice Line - Serial"
• inquire on or maintain the contents of a sub-assembly – see "Enter Invoice Line - Subassembly"
• enter user defined questions – see "Enter Invoice Line - User Quest"
• enter free text for the invoice – see "Enter Invoice Line - Text"
• capture a lost sale and the reason for the loss – see "Enter Invoice Line - Lost Sale"
• select the kit components for the sale – see "Enter Invoice Line - Edit Kit"
• perform an inquiry on an item or alternate parts – see "Enter Invoice Line - Inquiry"
• pre-allocate the item from a purchase order to the invoice or request a transfer of the item from another warehouse – see "Enter Invoice Line - Allocations".

5. When you have finished maintaining the details for the invoice line, select the Accept button.

Micronet saves the details of the item you have added to this invoice, picking slip or quote and redisplays the Enter Invoice Line screen - General tab so you can continue adding or maintaining invoice lines.

6. When you have finished adding and maintaining invoice lines, select the Cancel button to close the Enter Invoice Line screen.

Micronet redisplays the Invoice Creation screen showing all the items added to this invoice, picking slip or quote.

Technical Tip If you have finished entering all the invoice details, all you need to do to complete the invoice is post it to the supply chain - regardless of whether you are producing an invoice or an order confirmation. For more information, see "Invoice Creation - File - Supply Chain (v2.8)".