Customer Invoices

Overview

Customer Invoices are either copied from a Delivery Note, This is in most cases,  from a Sales Order or From another invoice. 

Approvals for Weighbridge Weight

There are instances where customers will not accept our weighbridge weight and only accept theirs in which case once they provide us with an updated certificate we will need to change our invoices accordingly 

• Add a checklist item on the customer invoices. 

• The checklist will compare the Qty on the invoice vs the Qty on the delivery Note it is copied from. 

• If there are discrepancies, Approval will be required. 

Changes in Qty and Prices

• We deactivate the Status Field on the Purchase order. This makes sure that nobody can manually change the status of the Purchases order. 

• We added a Approval Required Status to the Purchase order module. When the Qty and Price is different between the PO and the Requisition, the user is to set the status to Approval Required by navigating to Actions > Request Approval. 

• Bronwyn will be able to see the Purchases Orders that need approval on her Web App. 

• Once approved the PO will go to an active status. 

• For any further Amendments the user will need to pend the Transaction by navigating to Actions> Pend Transaction.  This will reset the Approval process.