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MRF Order Creation - File - Invoice

A customer invoice can be created at any time, whether the production job tickets have been completed or not. However, if an order is processed as an invoice, then Micronet only invoices what has been completed so far, along with any stores items. The remaining items and their corresponding job tickets are deleted and removed from the system.

 

Technical Tip

It is not possible for Micronet to retain the remaining items as a backorder. Any items that the customer wants to be still delivered off this order would need to be re-entered as a new order and new paperwork created.

To create a customer invoice:

  1. Collect the individual job tickets and check that they have been completed and processed correctly.
  1. Collect any stores picking sheets and ensure that all items have been picked.
  1. Process the order to completion stage and check that all the items ordered have been delivered.

Refer to "MRF Order Creation Overview" for the steps involved.

  1. Select FILE | INVOICE.

Micronet displays the MRF Order 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.

  1. 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 – see "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, see "Edit - Program - Small Order Surcharge".

 

Levy

Micronet displays the levy (if any) entered on the MRF Order Header.

 

Inv Discount

Micronet displays the discount (if any) entered on the MRF Order Header.

 

Inv Surcharge

Micronet displays the surcharge (if any) entered on the MRF Order Header.

 

On Time Discount

Enter any on-time discount the customer will receive for paying the invoice within a specified period of time.

 

Sales Tax

Micronet displays any GST or sales tax that applies to this order.

 

Invoice Total

Micronet displays the order total, taking into account all additional amounts entered on this screen.

  1. When you have finished, select the OK button.
  1. 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".

What happens next depends on the setting in the Collect Deposits on Cash Sales field on the MRF General Configuration screen in your company settings – see "Edit - Applications - MRF".

  1. If that field is set to Yes, Micronet displays the MRF Order Payments screen.

Refer to "Processing Order Payments".

  1. If that field is set to No, Micronet displays the Select Output Device screen for printing of the tax invoice.

Select whether you want the invoice 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 processes the payment and posts the job tickets. It redisplays the MRF Order Creation screen. Your last five transaction numbers (including the MRF order number) are displayed at the bottom left of the main Micronet screen. (2.8 feature)