Next Generation - The Deliver and Invoice screen

For consistency purposes, we have used the same screen for invoice orders as we have done for our enquiries. For more information on the screen look and feel and functionality, please refer to the sales transaction enquiry article.

You can deliver invoice the goods for a single or multiple sales orders at a time from the Selling module.

The Totals at the bottom part of the screen are the sum of all orders. When you select an order or orders, the Totals will be updated to reflect the totals of the order or orders you have selected.

Access from Deliver Orders option from Selling:

All orders that can be delivered or invoiced are displayed in the Deliver Orders enquiry.

Click Selling then Transactions and then click Deliver Orders.
Note: All orders that can be invoiced are displayed in the enquiry. You can narrow down you search using advanced filters.
Select the checkbox in front of the order or orders you wish to deliver and invoice.
Note: The Action Panel opens automatically from the right-hand side of the screen.
Click the Deliver and Invoice card.
All order detail line or lines are displayed on the Sales Order Process screen for the selected order or orders.
You can deliver and invoice all details lines or just partially deliver and invoice them, and once you are done, click on either Preview Delivery Note, Preview Invoice, Print Delivery & Email Invoice, Print Picking List and Print Delivery & Invoice buttons. You can find more information on what each button does in the table below.

The Sales Order Process screen:

Once you have gone through either of the above steps, you are presented with the Sales Order Process data entry screen.

Option	Description
Process Date	Compulsory field Defaults to the system date and can be amended either by manually typing in the field or using the Date Picker by clicking on the calendar icon.
Year and Period	Defaults to the latest year and period that you can post into considering your future period posting permissions and permission to post into restricted periods. Automatically updates when the Date field is changed.
Process Lines and record count	Displays all detail lines from the relevant sales order or orders.
Deliver All	Auto-populates the QTY To Deliver field with the quantity of goods entered on the sales order for all displayed detail lines.
Invoice All	Auto-populates the Qty To Invoice field with the quantity of goods entered on the sales order for all displayed detail lines.
Clear All	Removes any quantity entered in the Qty To Invoice field and leaves the field as zero.
Preview Delivery Note	Allows the previewing of the Delivery Notes on screen. You can choose to print the Delivery Notes (Preview) from the screen. Tip: You might have to enable popup on your browser.
Preview Invoice	Allows printing the Invoice in a preview mode to the screen. You can choose to print the Invoice (Preview) from the screen. Tip: You might have to enable popup on your browser.
Print Delivery & Email Invoice	Allows emailing a customer or customers whose order you are processing on the Email Sales Orders screen. You can manually enter an email if you don't have one entered for the customer record. Prints the Delivery Note to screen for all orders. You can choose to print the Delivery Notes from the screen. Tip: You might have to enable popup on your browser.
Print Picking List	Prints a picking list with or without the order details for any stock items included on the sales order.
Print Delivery & Invoice	Prints the Delivery Notes to screen and invoices the selected order or orders. You can choose to print the Invoice and Delivery Notes from the screen.

Next Generation - Access the Sales Order Delivery History enquiry directly or from a customer

Next Generation - Deliver lines for multiple sales orders

Next Generation - Invoice a purchase order

Next Generation - The Deliver Sales Order screen

Next Generation - The Invoice Sales Order screen