Create sales despatch advice from sales order

To create a sales invoice from sales receiving advice:

• click on the document icon found in the beginning of each document row in sales receiving advices list view or
• click on the button Create invoice in sales receiving advice view.

Invoice creation view will be opened.

At first only the tab Start is active. Other tabs are shown, but inactive, they will be activated as you go through the invoice creation process.
All mandatory fields are marked with *.

Start

Despatch advice number - invoice number is generated automatically. You can overwrite the given number if needed.
Despatch advice date - by default the invoice date will be set as today's date. In case required you can change the date by entering the date in format dd.mm.yyyy or choosing the suitable date from the pop-up calendar.

Document parties info (fields Buyer, Delivery location and Supplier) will be filled automatically with the companies data found from the order. You cannot change any of the data.

You also have to fill in the field Delivery date - the actual date of the delivery. Enter the date in format dd.mm.yyyy or choose the suitable one from the pop-up calendar.

The source document - sales order - will be referenced. The reference to order (doc number and date) from which you are creating the document will be added automatically.

In case you would like to cancel creating the despatch advice, click on the button CANCEL in the end of the page. You are asked to confirm your action.

Choosing YES, will redirect you to the despatch advices list view.
Choosing NO, will leave you to the despatch advice creation view and you can proceed.
After entering all the necessary data, click on the button NEXT. You will be directed to the next tab Confirm.

Confirm

Here you will see the final view of the despatch advice to review all the data:

Invoice header:

Despatch advice no
Despatch advice date

Billed to – detailed information about the buyer company
Ship to
Supplier
Currency
References
Delivery date
Delivery date requested - delivery date requested by the buyer in the order
Comments
Created by – information about the person who created the despatch advice: username, name, email address

The detailed information given in document's header is hidden by default. To see the whole data, click on the labels (Billed to, Ship to, Supplier, References, Dates, Comments, Created by).
To add any comments to the despatch advice use the field Comments. Click on the label and write the comment into the textbox.

If you would like to change the delivery date for example, go back to tab Start, make the changes and turn back to tab Confirm.

Invoice rows - product rows

You will only see the product rows that were given in the order from which you were creating the document.

All the available product and price data is copied from order document.
The despatched quantities are left empty, but you can easily copy them from order as well by clicking on the button COPY ORDER QUANTITIES.

In case your business partner allows this you can also insert and/or change the product and prices data on product rows.

In some cases you are not allowed to change any values (prices, product data). Please make sure what fields must be filled according to your partner's business rules, otherwise you might receive several error messages about problematic fields and values.

In general, you probably cannot change the values that were given in receiving advice.

It is also possible to add and additional product row from blank if required, meaning that all the product details (product codes, description, etc) has be added manually. To add a product row from blank, click on the button +ADD PRODUCT in the end of the product rows. After that a row with blank fields will be inserted below the existing product rows.

When all the mandatory field are filled and products added you can issue the despatch advice. To do that click on the button SEND. You will be notified about the successful sending by the message Successfully sent.

Finally you will be directed to the list view of sent despatch advices (menu DESPATCH ADVICES tab Sent).