creating a parts sales order and invoice...instructions for creating a parts sales order and...

11

Creating a Parts Sales Order and Invoice Software Development RIMSS Business Systems Technology Company Confidential Copyright ©1983-2017 RIMSS Business Systems Technology Revised 02/28/2017 This Document contains information proprietary to RIMSS Business Systems Technology. Use or disclosure without written permission is expressly forbidden.

Upload: others

Post on 19-Apr-2020

8 views

Category:

Documents

0 download

Report

Download

Embed Size (px):

TRANSCRIPT

Page 1: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Creating a Parts Sales Order and Invoice

Software Development RIMSS Business Systems Technology

Company Confidential Copyright ©1983-2017 RIMSS Business Systems Technology Revised 02/28/2017 This Document contains information proprietary to RIMSS Business Systems Technology. Use or disclosure without written permission is expressly forbidden.

Page 2: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating a Parts Sales Order and Invoice. Due to different scenarios and uses not all examples can be covered. Should you have a particular situation that is not covered in these instructions please contact Customer Support for assistance. To create a new Parts Sales Orders, navigate to Inventory New Sales Order

Page 3: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Page 4: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Example of #1 above

Example of #2 above

Page 5: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Entering items/parts into the Sales Order

Page 6: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Searching for items/parts

Page 7: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Selling Items with Core Charge When an Item is sold and has a Core Charge, the Core Charge is billed at the time. If the customer brings in their “dirty core” you may issue them the Core Credit at that time by pressing the F5-Apply Core Credits as shown below.

Core Credits Applied

Page 8: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Entering Miscellaneous Charges (Freight, Outside Labor or other non-Inventory items) The Miscellaneous Charges are setup as needed and apply to each location (if multi-location dealer). Depending on the Miscellaneous Charge setup, they can have a “fixed amount” for the selling price or you will enter the selling price

Example of selling Freight

Page 9: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Entering a text line/comment to print on the Invoice

Page 10: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Converting Sales Order to Invoice to collect payment

Page 11: Creating a Parts Sales Order and Invoice...Instructions for creating a Parts Sales Order and converting into an Parts Invoice. These instructions will cover the basics of creating

Collecting Payment / Settlement Process

How To Create A Digital Manual - Annual Conference · How To Create A Digital Manual . TABLE OF CONTENTS 1. Creating Parts 2. Merging Parts 3. Creating Links 4. Creating a Home button

MFMP U Buyer Manual - DMS...The Dashboard is the starting point for searching catalogs, creating or approving requisitions, creating an Invoice or processing Invoice Reconciliations

Inventory Control Creating Parts - Compusource...Inventory Control Creating Parts Last Modified: July 24, 2016 Ascente - Inventory - Creating Parts.docx Part Maintenance This is the

A Stitch in Time: Creating & Using Quick Parts & Templates ... · Creating & Using Quick Parts & ... you a few clicks each time. Templates in Word ... PowerPoint Presentation Author:

No Part Builder Required: Creating Custom Parts for ...aucache.autodesk.com/au2013/sessionsFiles/1472/1262/handout_1472... · No Part Builder Required: Creating Custom Parts for Pressure

FROM: INVOICE INVOICE NUMBER

2 Template Toko Online Modifikasi dengan Invoice Email | CREATING WEBSITE

xft invoice manager: Automated Invoice Processing for SAP ... · PDF filexft invoice manager: Automated Invoice Processing for SAP FI and MM. ... xft invoice manager: Automated Invoice

Invoice Verification 4.6fi_23.1 Invoice Verification is the part of the Materials Management Module that processes invoices from vendors by creating them

GDT-Tax Invoice & Commercial Invoice

E-Invoice System Manual_Web 1.0.pdf · The e-invoice system being implemented by tax departments across the globe consists of two important parts namely, a) Generation of invoice

ELO Invoice Digital invoice management

Invoice Collaboration - Self Billing Invoice

Goods For Resale (GFR) Invoice Entry Guide Creating ... - Invoice... · Invoice Type Invoice Type - The two options for this field are ‘Standard’ for creating an invoice and ‘Credit

SAP ECC 6.0 DEMO OF Vendor Invoice Booking - Wanbury Invoice Booking (with... · CREATING AGILE ORGANISATIONS SAP ECC 6.0 DEMO OF Vendor Invoice Booking By AAKIT Technologies Pvt

New MyClearsky portal Manual€¦ · 13. Record a Bill credit 14. Create a new Invoice 15. Creating a duplicate Invoice 16. Multi currency Invoicing 17. Send a Invoice to a contact

Creating a Sales Invoice

ECS is Not Flwoing While Creating Excise Invoice

Creating Web Parts With Connections Scott Ruble

Prepayments - NAV · 2016-04-29 · 7 MICROSOFT DYNAMICS NAV PREPAYMENTS BASIC PREPAYMENT FEATURES CREATING A PREPAYMENT INVOICE FOR A SALES ORDER To Create a Prepayment Invoice 1

Tungsten Network Web Form Invoice Submission Guide · Tungsten Network Web Form Invoice Submission Guide Creating an Invoice/Credit Note Page 2 Useful Features When Creating an Invoice/Credit

INVOICE FINANCE ONLINE...View and download reports - see page 23. User administration In your organisation, those responsible for creating and amending users in Invoice Finance Online

PEOPLESOFT TRAINING ATALOG - University of … Requestor ... OVERVIEW OF PEOPLESOFT BILLING/INVOICING MODULE NEW BILLING Creating a Bill and reviewing Pro Forma Creating an final invoice

Creating Receipts - CMU · Creating Receipts . When creating a purchase order, Oracle automatically defaults all purchase orders to a three-way match. This means when an invoice is

westmontlibrary.orgwestmontlibrary.org/library-staff/wp-content/... · invoice 11122015 - reimbursement invoice 11172015 - replenish invoice 48496830 - november invoice 11102015 -

Receiving and Invoice Approvals - Procurement Services · Receiving and Invoice Approvals Creating a Quantity Receipt In the line detail, the quantities will automatically populate

CREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM HOW TO PAY AN INVOICE 1 Creating a Payment Request for Vendor in System

Creating Web Parts New

Shearer’s Foods Journey Through Invoice Automation with PNC · Creating Automation Along the Procure-to-Pay Continuum Effectively handle all forms of invoices efficiently (e-invoice,

Annual Contract for Auto & Heavy Equipment Repair (parts ... · all Original invoices must include invoice number, invoice date, purchase order #, and corresponding department. All

Invoice Editor: Creating Your Own

Things to Remember about Creating an Invoice on the TCM System

Creating Parts in Multisim

ACCOUNTS RECEIVABLE INVOICING (BILLINGS) · Creating an Invoice in 10 Easy Steps . ACCOUNTS RECEIVABLE INVOICING (BILLINGS) 2 1. Getting into EITS . EITS (External Invoice Tracking

Quick Reference Tip Sheet - Maryland Judiciary...Creating an Interpreter Invoice GEARS Quick Reference Tip Sheet Page 7 of 7 13. Save and Submit the Invoice for Approval. If the Invoice