Overview
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When creating a new invoice, the system allows you quickly identify when there are prebooks pending to be billed for the days selected in the Order Summary filters. |
1) Go to Order Entry>>Order Summary
2) Notice the message "There are X prebooks that are pending to be billed for the orders dates selected". When you filter by customer, salesperson, or prebook #, the system will display the pending prebooks for the selected customer in the dates range.
3) Once you click on the number of prebooks pending to be billed, and these are in boxes, the system will take you to the Prebooks Fulfillment view, where you will be able to see the prebook details and mark it as completed.
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When the setting Sell by units only is enabled and you click on the previous Prebooks pending to be Billed message, the Prebook Orders window will be displayed where you can see the prebook orders according to the days selected. Once you click on Create Process Order, the system will take you the Prebooks Fulfillment view for prebooks in boxes. Remember to complete the order you can go to the Allocation view. In the case of prebooks in units, the system will take you to the Add Order window to complete the order directly.
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Boxes in transit
When the setting Warn users when confirming orders that contain items that have not been scanned inbound is enabled (Setup>>Settings>>Order Entry Options) the system will show an airplane icon, warning users that the order has a least one box still in transit.
Fulfillment View-Multilocation
In the case of Multilocation Companies, when the setting Sell by Units Only is enabled for a least one of the locations having pending orders, the system will also pop up the previous window (Prebook Orders) when clicking on the number of prebooks pending to be billed. On the other hand, if the prebook item is in boxes, and the setting Sell by Units only is disabled, the system will take you to the Prebooks Fulfillment view.
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