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admin:finalising_transactions [2015/08/06 03:52] – Links to admin:foreign_keys changed to admin:tables_fields:foreign_keys Craig Drown | admin:finalising_transactions [2021/03/31 14:48] – Gary Willetts | ||
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- | ====== Finalising transactions ====== | + | {{indexmenu_n> |
- | {{entry> | + | ====== |
There are three methods of finalising invoices: | There are three methods of finalising invoices: | ||
- The method described here. | - The method described here. | ||
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- By checking the **Finalise** checkbox when viewing a particular invoice and clicking **OK** to close the window. | - By checking the **Finalise** checkbox when viewing a particular invoice and clicking **OK** to close the window. | ||
- | <note tip> | + | <WRAP center round tip 60%> |
+ | Finalising is controlled by user permissions. If you are not able to finalise invoices, you likely don't have the user permission to perform the operation. There is more information on permissions [[http:// | ||
+ | </WRAP> | ||
===== Finalise customer invoices ===== | ===== Finalise customer invoices ===== | ||
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You will be given the opportunity to print the list of finalised invoices. | You will be given the opportunity to print the list of finalised invoices. | ||
- | If you have specified the option in the Preferences, | + | If you have specified the option in the Preferences, |
Each time you finalise a group of invoices, they are given an export batch. This is a unique number that allows you to recall those invoices. | Each time you finalise a group of invoices, they are given an export batch. This is a unique number that allows you to recall those invoices. | ||
- | ===== Finalise supplier invoices... . ===== | + | ===== Finalise supplier invoices ===== |
As for the // finalise customer invoices.... // section above, but for supplier invoices | As for the // finalise customer invoices.... // section above, but for supplier invoices | ||
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The export file created is called " | The export file created is called " | ||
- | ===== Finalise inventory adjustments... ===== | + | ===== Finalise inventory adjustments ===== |
You need to finalise inventory adjustments so that they can be purged from mSupply at a later date. Also, you will not be able to set the start of year stock at the beginning of the next financial year until all inventory adjustments have been finalised. | You need to finalise inventory adjustments so that they can be purged from mSupply at a later date. Also, you will not be able to set the start of year stock at the beginning of the next financial year until all inventory adjustments have been finalised. | ||
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The transactions will be marked as " | The transactions will be marked as " | ||
- | ===== Moneyworks exports ===== | + | **For exporting |
- | + | ||
- | If you are using " | + | |
- | + | ||
- | If you have turned this option on in the Preferences, | + | |
- | + | ||
- | Finalising. Note that if " | + | |
- | + | ||
- | // Note: if you are using mSupply in Client/ | + | |
- | ===== Finalise builds... ===== | + | ===== Finalise builds ===== |
You need to finalise builds so that they can be purged from mSupply at a later date, or to disallow any further editing of particular builds. Also, you will not be able to set the start of year stock at the beginning of the next financial year until all builds are finalised. | You need to finalise builds so that they can be purged from mSupply at a later date, or to disallow any further editing of particular builds. Also, you will not be able to set the start of year stock at the beginning of the next financial year until all builds are finalised. | ||
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See the sections above for the details of how to finalise transactions. The process is just the same for builds. | See the sections above for the details of how to finalise transactions. The process is just the same for builds. | ||
- | ===== Export a batch again... ===== | + | ===== Export a batch again ===== |
Choosing this item presents you with a window where you can choose a batch number to export again: | Choosing this item presents you with a window where you can choose a batch number to export again: | ||
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Invoice batch numbers are shown on the right hand side of invoice lists. | Invoice batch numbers are shown on the right hand side of invoice lists. | ||
- | // Previous: [[.:tables_fields: | + | \\ |
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||