Benefits
Improve the accuracy of invoice splits with the use of bookings.
Description
Now you have the ability to apply invoices to bookings based on the Ship-To Name Id, in addition to the Bill-To Name Id.
Setup
# | Description |
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1. | Go to ACR > Setup Information > General Information > Click Next until you are on screen 3. |
2. | On-screen 3, set “Apply Invoices To Bookings Based On Ship To Name Id?” to Y. |
3. | After selecting Y, the Name Id selected during a booking will be able to be a Ship-To. |
Usage - Invoicing to apply bookings from the Ship-To Name Id
# | Description |
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1. | Go to INV > Invoices > Invoice Entry |
2. | Select the Ship To Name Id. Click Ok. |
3. | Select the Item Number. Click Ok. |
4. | Provide Quantity and Price. Click Ok. |
5. | If only selecting one Item, remove the asterisk from the Item Number field and click Ok. Note: If you would like to add more Items, simply fill the Item Number field and click ok. When finished, remove the asterisk from the Item Number field and click Ok. |
6. | Click Paid/Booked. |
7. | For Payment Type select Option 3 - Bookings Only. Click Ok. |
8. | Now, bookings will be displayed based on the Ship To Name Id. You will see a new line called Ship To Booking with Name Id and Customer description when the booking matches the Ship To of the invoice. |
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