Billings

Invoice Line Items

Cancel

Only applies to Invoices in which Type = Receivable.

• Changes the invoice status to Cancelled.
• Changes the Order status to Open.
• Opens the Order Line Items view.

If the order cannot be found, displays a warning message.

Billings

Invoice Line Items

Pay

Opens the Invoice Payments view.

Billings

Invoice Line Items

Print

Prints an invoice.

Billings

Invoice Line Items

Visit Home

Opens the Outlet Visits view, Activities screen. The focus is on the visit in progress for the account on the invoice.

Billings

Invoice Payments

Print

Prints a payment receipt.

Billings

Invoice Payments

Visit Home

Opens the Outlet Visits view, Activities screen. The focus is on the visit in progress for the account on the invoice.

Billings

Invoice Line Items

Deliver

If Type = Receivable:

• Checks the inventory to see if there is sufficient stock to fill the order. If the requested quantity exceeds the on-hand stock, a message is displayed informing the user that there is insufficient inventory.
• Compares the order total against the account's available credit. If the order exceeds the available credit, a warning message is displayed.
• Changes the invoice status.
• Decrements inventory.
• Decrements available credit.

If Type = Payable:

• Creates a credit memo.
• Increments inventory by the total quantity shipped.
• Changes the invoice status to Credited.

Orders

Order Line Items

Invoice

• Checks the inventory to see if there is sufficient stock to fill the order. If the requested quantity exceeds the on-hand stock, a message is displayed informing the user that there is insufficient inventory.

The user is asked if he or she wants to update the order based on the available quantity. If the user chooses to continue, the system adjusts the Qty and Bonus Qty fields so that the totals do not exceed the available stock.

Otherwise, the user is returned to the Order Line Items view where he or she can edit the quantities.

• Compares the order total against the account's available credit. If the order exceeds the available credit, a warning message is displayed.
• Changes the order status to Billed.
• Generates an invoice for the order.
• Cleans the order of all zero-quantity items.
• Opens the Billings screen, Invoice Line Items view.

Orders

Order Line Items

List Products

Lists all products in the account's Product Distribution list that are flagged as orderable (Retail Order flag).

Order

Order Line Items

Print

Prints the order.

Outlet Visits

My Outlet Visits

End Visit

• Records the current timestamp in the Actual End field.
• Changes the status.
• Makes the record read only.
• Calculates the actual duration of the visit.

Outlet Visits

My Outlet Visits

Prepare Visits

• Verifies that a retail order activity is assigned to a selected visit.
• If a retail order activity exists, an order header is created for the account and products that are flagged as orderable for the account are listed as line items in the order.
• If a retail order product does not exist for the selected visit, an order header is created for the account.

Outlet Visits

My Outlet Visits

Start Visit

• Records the current timestamp in the Actual Start field.
• Changes the status.
• Opens the Visit Activities view.

Outlet Visits

Visit Activities

End Activity

• Records the timestamp in the Actual End field.
• Changes the status.
• Makes the record read only.

Outlet Visits

Visit Activities

End Visit

• Records the current timestamp in the Actual End field.
• Changes the status.
• Makes the record read only.
• Calculates the actual duration of the visit.

Outlet Visits

Visit Activities

Start Activity

• Records the current timestamp in the Actual Start field.
• Changes the status.

Opens one of the following views:

• If Type = Retail Assessment, opens the Accounts screen, Assessments view.
• If Type = Retail Audit, opens the Retail Audit view.
• If Type = Retail Order, opens the Orders screen, Order Line Items view.
• If Type = Stock Transfer, opens the Activities screen, Product Movement view.
• If Type = Review Billings, opens the Accounts screen, Invoices view.
• If Type = Return Order, opens the Accounts screen, RMAs view.

Outlet Visits

Visit Activities

Start Visit

• Records the current timestamp in the Actual Start field.
• Changes the status.

RMAs

RMA Line Items

Credit

• Changes RMA status to Billed.
• Generates a credit note.
• Opens the Billings screen, Invoice Line Items view.