Table 4. Button Functionality
Screen
|
View
|
Button
|
Button Functionality
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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.
|
Cycle Counting
|
Cycle Count Products
|
Count Complete
|
- Makes all count fields read-only (Actual Count, Count UOM1, Count UOM2).
- Calculates and displays the values of the Variance and Original fields.
|
Cycle Counting
|
Cycle Count Products
|
List Products
|
Lists all products that are in the current inventory—that is, those products that appear in the My Inventory view.
|
Cycle Counting
|
Cycle Count Products
|
Print
|
Prints a Cycle Count report.
|
Cycle Counting
|
Cycle Count Products
|
Adjust
|
Updates the inventory based on the count for the respective products, and makes the record read-only.
Note: This action is performed only on the selected record in the Products list. The user may select multiple records by pressing Shift and tapping multiple records. Tapping Reconcile applies the logic to all selected records.
|
Cycle Counting
|
My Pending Cycle Counts
|
End
|
- Records the current timestamps in the Actual End field.
- Changes Status.
- Makes the record read -only.
|
Cycle Counting
|
My Pending Cycle Counts
|
Start
|
- Records the current timestamp in the Actual Start field.
- Changes Status.
- Navigates the user to the Cycle Count Products view.
|
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
|
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
|
|
RMAs
|
RMA Line Items
|
Credit
|
- Changes RMA status to Billed.
- Generates a credit note.
- Opens the Billings screen, Invoice Line Items view.
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