Accounting Finance:Inventory Invoices-Pre-Checking Inventory Invoices - Revision history

Nancyn: Nancyn moved page Finance:Pre-Checking Inventory Invoices to Finance:Inventory Invoices-Pre-Checking Inventory Invoices

2016-11-30T19:15:59Z

Nancyn moved page Finance:Pre-Checking Inventory Invoices to Finance:Inventory Invoices-Pre-Checking Inventory Invoices

Christined: /* Incident Handling Task */

2016-08-17T21:47:36Z

Incident Handling Task

Christined: /* Purchase Order Enquiry */

2016-08-17T21:46:29Z

Purchase Order Enquiry

Christined: /* Purchase Order Enquiry */

2016-08-17T21:45:33Z

Purchase Order Enquiry

Christined: /* Purchase Order Enquiry */

2016-08-17T21:44:22Z

Purchase Order Enquiry

Christined: /* Incident Handling Task */

2016-08-17T21:40:13Z

Incident Handling Task

Christined: /* Incident Handling Task */

2016-08-17T21:37:58Z

Incident Handling Task

Christined: /* Incident Handling Task */

2016-08-17T21:36:52Z

Incident Handling Task

Christined at 21:33, 17 August 2016

2016-08-17T21:33:42Z

Christined: /* Purchase Order Enquiry */

2016-08-17T21:28:25Z

Purchase Order Enquiry

@@ Line 31: / Line 31: @@
 #Click on '''Incident Handling'''
 #Click on '''Work with incidents'''
-#Type the customer number and order number, press '''enter'''. This will bring up any incidents related to the order. If something shows up, double click and read all the notes. If the notes is not concerning the items billed on the invoice you are working on you may disregard it but if it is related, make sure to write the incident number on the invoice.
+#Type the customer number and order number, press '''enter'''. This will bring up any incidents related to the order. If something shows up, double click and read all the notes. If the notes are not concerning the items billed on the invoice you are working on you may disregard it but if it is related, make sure to write the incident number on the invoice.
 [[File:Picture13.jpg|500px]]

@@ Line 22: / Line 22: @@
 Type the PO number under '''Document nbr''' field, press '''enter'''. If status is ''''60'''' matching is permitted. Status ''''60'''' means the whole order has been received. If the status is not ''''60'''', double click the order to drill into the line details. Look for the invoiced items to see if they have been received (i.e. status ''''60'''') or not.
-Get the supplier number and write it on the top of the invoice.
+Get the '''supplier number''' and write it on the top of the invoice.
 [[File:Picture11a.jpg|500px]]

@@ Line 15: / Line 15: @@
 ===Purchase Order Enquiry===
-Take the purchase order number from the invoice and go to the purchase order enquiry screen by selecting it from your '''Enquiries menu'''.
+Take the purchase order number from the invoice and go to the purchase order enquiry screen by selecting it from your '''Enquiries menu'''. This is where we look to make sure the products are received into inventory.
 [[File:Picture8a.jpg|200px]]

@@ Line 15: / Line 15: @@
 ===Purchase Order Enquiry===
-Take the purchase order number from the invoice and go to the purchase order enquiry screen by selecting it from your Enquiries menu.
+Take the purchase order number from the invoice and go to the purchase order enquiry screen by selecting it from your '''Enquiries menu'''.
 [[File:Picture8a.jpg|200px]]
@@ Line 21: / Line 21: @@
 [[File:Picture9 a.jpg|500px]]
-Type the PO number under '''Document nbr''' field, press enter. If status is '60' matching is permitted. Status '60' means the whole order has been received. If the status is not '60', double click the order to drill into the line details. Look for the invoiced items to see if they have been received (i.e. status '60') or not.
+Type the PO number under '''Document nbr''' field, press '''enter'''. If status is ''''60'''' matching is permitted. Status ''''60'''' means the whole order has been received. If the status is not ''''60'''', double click the order to drill into the line details. Look for the invoiced items to see if they have been received (i.e. status ''''60'''') or not.
 Get the supplier number and write it on the top of the invoice.
 [[File:Picture11a.jpg|500px]]
-Once you have verified the items were received into inventory, go back and this time put the PO number under the '''Supplier Ref/Ord no''', press enter. This will show you all order types connected such as XF (reference order) or RE (receiving error) that you may need to include in your invoice entry.
+Once you have verified the items were received into inventory, go back and this time put the PO number under the '''Supplier Ref/Ord no''', press '''enter'''. This will show you all order types connected such as XF (reference order) or RE (receiving error) that you may need to include in your invoice entry.
 ===Incident Handling Task===

@@ Line 31: / Line 31: @@
 #Click on '''Incident Handling'''
 #Click on '''Work with incidents'''
-#Type the customer number and order number, press '''enter'''. This will bring up any incidents related to the order. If something shows up, double click and read all the notes. Disregard if the notes is not concerning the items billed on the invoice you are working on.
+#Type the customer number and order number, press '''enter'''. This will bring up any incidents related to the order. If something shows up, double click and read all the notes. If the notes is not concerning the items billed on the invoice you are working on you may disregard it but if it is related, make sure to write the incident number on the invoice.
 [[File:Picture13.jpg|500px]]