Invoice Creation - File - Post Sales Order

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Invoice Creation - File - Post Sales Order

Use this option to post an order when some items are in stock but others (or partial quantities) are not. This option updates your debtor, salesperson and stock details and transfers any out of stock items to backorders.

When all items have been received into stock, it allows you to recompile the total order into a single picking slip / invoice.

Technical Tip

This option is only active when:

the Sales Orders Enabled field on the Delivery Options screen in your company settings is set to Yes (refer to "Edit Company - Edit - Delivery Options") AND
a delivery option (Compile One Invoice) has been setup on the Delivery Options screen where the Supply stock now if avail and Compile the Rest of the Order in company Delivery Options are both set to Yes AND
the Order Type field on the Invoice Header screen is set to Compile One Invoice (refer to "Maintaining the Invoice Header (v2.7)") or "Maintaining the Invoice Header (v2.8)".

When an item is partially supplied/partially backordered and the Invoice Type is set to Compile One Invoice, selecting this posting option creates a backorder for the entire item quantity. It also creates a picking slip and allocates available stock to the appropriate order lines. The backorder and picking slip are linked.

When the goods are received and allocated (refer to "Sales - Allocation From Purchasing / Transfers"), quantities are allocated to the backorder lines updating the lines on the original picking slip. If no picking slip exists, Micronet creates a new picking slip. In this way, the backorder line and picking slip line for the same item are combined back into a single line for picking and invoicing.

To post an order to a backorder and picking slips:

Process the invoice to completion stage.

Refer to "Sales - Invoice Creation" for the steps involved.

Select FILE | POST SALES ORDER.

Micronet displays the Invoice Total screen.

Technical Tip

Some of the fields on this screen may differ depending on how your system is configured and whether you are using any additional options including freight, minimum order surcharges, levies and discounts. User defined fees and charges are setup using the Miscellaneous Charges screen in your company configuration – see "Edit Company - Edit - Misc Charges". For example, the C/C Fee and Surcharge fields shown on the screen above are user defined miscellaneous charges.

Complete the following fields:

	Field	Value
	Sub Total	Micronet displays the subtotal of all lines on the order, excluding additional amounts such as freight, levies, surcharges and GST.
	Freight	Micronet displays any applicable freight charge from your Freight master file (refer to "Freight Master File"). You can change this or enter a freight charge if required.
	C/C Fee, Surcharge	Micronet displays any user defined miscellaneous charges setup in your company configuration. In this example, you would enter the credit card fee that applies to this order, and any small order surcharge calculated, based on the total value of the order. For more information on small order surcharges, refer to "Edit - Program - Small Order Surcharge".
	Levy	Micronet displays the levy (if any) entered on the Invoice Header.
	Inv Discount	Micronet displays the discount (if any) entered on the Invoice Header.
	Inv Surcharge	Micronet displays the surcharge (if any) entered on the Invoice Header.
	On Time Discount	Enter any on-time discount the customer will receive for paying the invoice within a specified period of time.
	WET	Micronet displays any Wine Equalisation Tax that applies to items on the order (liquor industry items only).
	Duty and Excise	Micronet displays any duty or excise that applies to this order.
	GST/Sales Tax	Micronet displays any GST or sales tax that applies to this order.
	Invoice Total	Micronet displays the invoice total, taking into account all additional amounts entered on this screen.

When you have finished, select the OK button.

Micronet displays the Select Output Device screen twice - once for any backorders and again for any picking slips.

Select whether you want the backorder / picking slip displayed on screen, printed, saved to a specific type of file, faxed, or emailed in a specific format.

Reference

For more details on these options, refer to "Selecting the Output for Inquiries and Reports".

Micronet prints the documents (if selected) and redisplays the Invoice Creation screen. Your last five transaction numbers (including the backorder number) are displayed at the bottom left of the main Micronet screen. (2.8 feature)

Technical Tip

If you make changes to a sales order where items are partially supplied/partially backordered and the Invoice Type is set to Compile One Invoice, you can't select the POST SALES ORDER option a second time. Instead, you must post the changes to a picking slip (refer to "Invoice Creation - File - Picking Slip").