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Overview


Excerpt

The system allows to quickly update the date, carrier and customer of Invoices already generated for a given Prebook. This could be useful if you make any change on the Prebook date and carrier.


Instructions

Ui steps
sizesmall


Ui step

Go to Prebooks & SO's>>Prebook Summary


Ui step

 Search for the Prebook and click on Edit in the Actions column.


Ui step

 Make the necessary changes on the Prebook.


Ui step

Click on Update Invoice, next to the Print button.


Ui step

The system will open the Update Invoice window. There, all the invoices associated to the Prebook will be listed with their current information.


Ui step

 In case there are invoices that can be updated, click on Yes, Update.The system will update the information of those invoices with information entered in the Prebook. In case there are not invoices that can be updated, click on OK, don't update to cancel.


Info
titleImportant

If the invoice already has payments applied, has been transferred to another location or the invoice change policies do not allow to make changes a message will appear informing that the invoices cannot be updated.

Notice that invoices with the warning icon placed next to it, won't be updated.

Image Modified





Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "add-prebook" , "create-prebook" , "edit-prebook" , "edit-prebooks" , "invoices-associated-to-prebooks" )



Ui text box
sizemedium

(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager.


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