Mikeg: Created page with "==Sales== Select '''Home''' (ASW "Splash" screen) Select '''Sales''' Select '''Work with sales orders''' Click '''add''' ===Sales Order Maintenance=== *Enter customer # (..."

2017-12-27T21:23:28Z

Created page with "==Sales== *Select '''Home''' (ASW "Splash" screen) *Select '''Sales''' *Select '''Work with sales orders''' *Click '''add''' ===Sales Order Maintenance=== *Enter customer # (..."

New page

==Sales==
*Select '''Home''' (ASW "Splash" screen)
*Select '''Sales'''
*Select '''Work with sales orders'''
*Click '''add'''

===Sales Order Maintenance===
*Enter customer # (or press F4 to search for customer name, type name and click on correct name)
*Enter order type '''A2'''
*Enter Warehouse '''MAI'''
*Click '''enter''' to confirm
[[File:DISS1.png|400px]]

===Work with Sales Orders===
*If there is no GST/HST, you must change the tax code, click '''Address''' OR
*Go to FIN/AR/INV-AR-SUBSIDY/11. if taxes are applicable
*Double-click '''delivery'''
#Address number – enter '''999'''
#County – enter new tax code
#Click '''enter''' twice
[[File:SODIS2.png|400px]]

*Click '''F6''' to recalculate
*Click '''enter''' twice
#*Enter item # '''02001204'''
*Enter Quantity '''1'''
*Enter Price (DO NOT PUT ANY NEGATIVE SIGNS IN CREDIT AMOUNT). *If there are 2 or more lines total them for one entry
*Click '''enter''' twice
[[File:SODIS3.png|400px]]

*Make sure the order value is correct '''(does it contain the proper taxes)'''
*Note: if it does not come out the same as the invoice, you must highlight item and delete it
*Highlight item#
*Click text
[[File:DISS4.png|400px]]

*Enter the description of the product
*Click '''enter'''
*To complete order - click '''right green arrow'''
*Click '''enter'''

*Click '''F12''' to return to previous panel
*Enter handler name (your name plus last initial)
*Click '''enter'''

==Invoice printout==
*Note – all your invoices that you have created will appear
*Check your invoices against the computer total
*Highlight all your invoices
*Click '''invoicing'''

*Click '''enter''' to print selected invoices
*Click '''enter''' again
*Change printer queue '''lp05'''
*Click '''enter'''
*Retrieve invoices and scan into Gauss
*IMPORTANT - customer only gets the invoice - NO BACKUP
*Stamp the back up documentation with "Smiley" stamp
[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]

Accounting Finance:Manual Invoicing in DIS (Subsidy) - Revision history

Mikeg: Created page with "==Sales== *Select '''Home''' (ASW "Splash" screen) *Select '''Sales''' *Select '''Work with sales orders''' *Click '''add''' ===Sales Order Maintenance=== *Enter customer # (..."

Mikeg: Created page with "==Sales== Select '''Home''' (ASW "Splash" screen) Select '''Sales''' Select '''Work with sales orders''' Click '''add''' ===Sales Order Maintenance=== *Enter customer # (..."