Embedded Files
Please see the following examples;
Please see the following examples;
Address CHANGES should only be done when the Salesperson has noted the incorrect address (or did not confirm a different billing address) when placing the order.
Address AMENDMENTS can be made at any time in any situation (Customer placed themselves or Salesperson placed for customer.)
At the bottom of this email I have noted how each of these situations may appear.
Order Management Process.
Order Management Process.
Once an email is sent to OM and the re-invoice is started the process is as follows;
- Invoice opened and a new Sales Order and Sales Credit are raised.
- The details from the Sales Invoice are copied over to the new SO and SC.
- Any items on the SC are then changed to a “G/L Account”.
- Using “G/L Account” number 1002 the items model numbers and descriptions are noted as the description for the “G/L Account” lines.
- The price of the items are also applied to the “G/L Account” Lines.
- Any Resources (Installs/CCP’s) are left as resources.
- The SC is then released and posted. (This creates a monetary credit on the account to later be added to the new SO.)
- Any items on the SO are then also changed to “G/L Account” lines, the same as on the SC, and the prices are carried across also.
- The Resources will remain as with the SC.
- The details of the SO are then changed to reflect what was requested.
- A payment is then applied (if applicable).
- The date of the original invoice is then applied to the SO.
- SO is then released and invoiced.
The Re-invoice is now complete.
Date - The Date on a re-invoice will always be the same as the original invoice. This is because the invoice is a legal document that is relied upon for warranty. Altering this could mean the customer gains additional time on warranty "fraudulently" and we may be held accountable.
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