In the CM environment there is often changes that takes place from initial order.
eg. A customer ordered 5 Wallpapers then halfway through the project they ask for some Frosted Vinyl. And other extras. But all part of one single job that will require one invoice.
CM couldn't edit existing JC since the existing items would be either partially or completely printed.
Action for JC version
Action creates a version Job Card copying only header information. No items.
Action for Creating Invoice
Create action for "Create Invoice" action that would create one single invoice from all versions or A&E's created. A&E's marked as sample jobs and Reprint Jobs are excluded from the Invoice.
2nd action on jobcard to create a a version on quote that adds all items from all version of jobcards
updating copied from ID on version 1 of job card to last quote version
A SO module will be added to keep details of the order safe.
This means the Create Invoice button (action) would be redundant and a standard copy Rule will replace it.
All A&E's will start in the "OnHold" status. An action will "Activate" A&E. This action will:
Check the category of the job (if Reprint or Sample it will auto activate. If anything else, it will continue)
Adds all vatitems from A&E to linked SO
Action used to add additions and extras to the linked Sales order transactions.
This is so that Catch Media can invoice extra Items that were not initially Quoted.
Additions and extras are identified as linked Job cards above version 1 where the category is not set to Reprint or Sample.
If Job Card is version 1
If Category is reprint or sample
If there is no linked Sales Order.
Add items from the Job Card to the Sales order
Set Job Card Transaction to inDTP status.
Copy Job card to new version.
Set category to either Reprint or Sample and run action : Should not add items to SO, update status of JC to inDTP
Set Category to Standard Delivery or Rush job and run action : Should add items to SO and Update Job Card To inDTP