Wiki source code of List of sales invoices

Last modified by Ayrton Grossmann on 2014/10/17 10:17
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 1: To see the list of sent sales invoices move to menu **INVOICES**.
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 4: == Creating new invoice ==
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 6: 1) To create an invoice based on an order:
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 8:     1.1) in the orders list - click on the **document icon** in front of the row;
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10:     1.2) when you have opened the order - click on the button **+ Create document**.
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13: 2) To create invoice without order based on your product and price info - click on the button **+ New** in sales invoices list view or on the yellow button** CREATE NEW** which always appears on the upper right side.
14: (% style="color:#ff0000;" %)NB! This functionality is accessible only for companies who are additionally using the service Product Data Management (PDM) that allows to manage products, prices and partners in Telema Portal.
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17: == List of sales invoices ==
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19: By default you see documents from the last 7 days. You can choose more suitable time period from the drop-down list **Choose period**. The results will be shown shortly and the chosen period will be highlighted.
20: (% style="color:#ff0000;" %)**NB!**(%%) If there are more than 20 documents found, the list will be displayed on several pages.
21: (% style="color:#ff0000;" %)**NB!**(%%) Notice that all documents are kept in Telema system and available for viewing in Telema Portal only for the archiving period agreed in the contract.
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24: The following information is given about each invoice:
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26: * **Doc no** - invoice number
27: * **Seller** - name of the seller company
28: * **Delivery location** - name of the delivery location
29: * **Orderer** - name of the branch who ordered the goods (usually noted only in case it differs from Delivery location)
30: * **Amount** - total sum of the invoice (without VAT)
31: * **Received** - date and time (dd.mm. hh:mm) when the invoice was received in Telema
32: * **Forwarded** - date and time (dd:mm hh:mm) when the invoice was forwarded to the receiver
33: * **Rows** - number of product rows in the invoice
34: * **Channel** - a channel through which the document was sent - WEB refers to Telema Portal, EDI refers to integrated ERP software, MMT refers to Telema MMT solution
35: * **Created by** - name of the user who created the document
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37: To **sort the list** click on column headers. The second (double) click will sort it in descending order.
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39: To **open a document** click on its **Doc no**. A detailed document view will be opened.
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41: To **print or save the document** click on the **Printer** icon in the end of each row. The document will be opened in .pdf format for further printing or saving.
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43: To **search required document(s)** from the list click on the button **Search**. A form with possible search criteria will be opened.
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45: * To start searching enter the required search filters and click **SEARCH**. The results will be shown shortly. The total number of matching documents will be given in the right-hand upper corner. To open the required document click on its **Doc no**.
46: * To cancel the search click **CLOSE**. No search will be performed and the form will be closed. 
47: * To reset the search criteria click **Reset**. All previously entered values will be erased and you can choose new search criteria.
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49: (((
50: (% style="line-height: 19.600000381469727px;" %)[[image:EAS.jpg]]
51: )))