Invoice Creation - File - Supply Chain (v2.8)

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Invoice Creation - File - Supply Chain (v2.8)

This option is only available if your company is configured for supply chain procurement. You use this option to post a supply chain sales order. Depending on your company's supply chain configuration, posting a supply chain order may:

print an invoice if the customer has paid for and taken the goods
print an order confirmation if the customer has ordered goods to be delivered
print an order confirmation listing any goods already invoiced and paid for if the customer has taken a partial delivery of the goods
send an order to the paperless queue for picking if the goods are to be delivered
flag items for automatic purchasing
flag items for transfer from a central distribution warehouse or other branch.

Reference

For more information about supply chain procurement, refer to "Edit - Program - Supply Chain Config (v2.8)".

To post an order to the supply chain:

Process the invoice to completion stage.

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

Select FILE | SUPPLY CHAIN.

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.

If Micronet has been configured to prevent stock from going negative and the quantity of an item on the invoice has resulted in a negative stock on hand quantity, the List of Items Causing Negative Stock screen displays – see "Dealing with Negative Stock".

If Micronet has been configured to allow cash sales during invoice creation, the Order Payments screen displays – see "Processing Cash Payments - Supply Chain (v2.8)".

If Micronet has been configured to allocate unassigned credits for a debtor during invoice creation, the Debtor has Unallocated Transactions screen displays, showing a list of unassigned credits for this debtor – see "Allocating Unassigned Credits".

If there are no unallocated transactions, or after you allocate the unallocated transactions, Micronet processes the sale, marking items that were not supplied for order or transfer. It then displays the Select Report screen.

Select a format for the invoice or order confirmation then select Ok.

Micronet displays the Select Output Device screen.

Select whether you want the invoice/order confirmation 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 invoice/order confirmation (if selected) and redisplays the Invoice Creation screen. Your last five transaction numbers (including the invoice number) are displayed at the bottom left of the main Micronet screen. (2.8 feature)

If you have selected a procurement option that creates a purchase order for the supplier and the purchase order requires authorisation before it is sent, Micronet creates a held purchase order. A user with appropriate authority must open the purchase order and post it before it will be sent to the supplier – see "Purchase Order Creation - File - Load Held Order".

If you are using SmartFreight and the SmartFreight service is running, the file will automatically be picked up by SmartFreight and you are prompted to import the file. The invoice number is used as the SmartFreight reference number. The Micronet user ID is passed to SmartFreight as the user/printer ID.