List of sales invoices
To see the list of sent sales invoices move to menu INVOICES.
To create invoice based on master data - your product and price info - click on the button + New in sales invoices list view.
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 service web.
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.
NB! If there are more than 20 documents found, the list will be displayed on several pages.
NB! Notice that all documents are kept in Telema system and available for viewing in Telema Service Web only for the archiving period agreed in the contract.
The following information is given about each invoice:
- Doc no - invoice number
- Seller - name of the seller company
- Delivery location - name of the delivery location
- Orderer - name of the branch who ordered the goods (usually noted only in case it differs from Delivery location)
- Amount - total sum of the invoice (without VAT)
- Received - date and time (dd.mm. hh:mm) when the invoice was received in Telema
- Forwarded - date and time (dd:mm hh:mm) when the invoice was forwarded to the receiver
- Rows - number of product rows in the invoice
- Channel - a channel through which the document was sent - WEB refers to Telema Service Web, EDI refers to integrated ERP software, MMT refers to Telema MMT solution
- Created by - name of the user who created the document
To sort the list click on column headers. The second (double) click will sort it in descending order.
To open a document click on its Doc no. A detailed document view will be opened.
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.
To search required document(s) from the list click on the button Search. A form with possible search criteria will be opened.
- 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.
- To cancel the search click CLOSE. No search will be performed and the form will be closed.
- To reset the search criteria click Reset. All previously entered values will be erased and you can choose new search criteria.
