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issuing_goods:viewing_invoices [2020/03/13 17:31] – Gary Willetts | issuing_goods:viewing_invoices [2021/08/10 14:23] – [Dynamic filter] Gary Willetts | ||
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====== 8.02. Viewing customer invoices ====== | ====== 8.02. Viewing customer invoices ====== | ||
+ | To view or edit any customer invoice, choose **Customer > Show invoices** from the menus or click on the //Show me a list// icon in the //Customer invoices// section on the Customer tab of the Navigator: | ||
- | + | {{ : | |
- | To view or edit any customer invoice, choose // | + | |
===== Find transactions window ===== | ===== Find transactions window ===== | ||
- | + | You will be presented with this window: | |
- | You will be presented with this window | + | |
{{ : | {{ : | ||
- | ^ | + | If you just press //Enter//, that is the same as clicking on the **OK** button, and it will display a list of the 15 most recent invoices. |
- | | 1 | You will be taken directly to the most recent invoice entered | | + | |
- | | 25 | A list of the 25 most recent invoices | + | |
- | | 123 in the lower box | Invoice number 123 will be displayed. | | + | |
- | | Click the Complex Find button | The query editor will be displayed, where you can enter a more detailed query. | | + | |
- | The list invoices window uses the // Transactions list// | + | Click on the drop down list on the left to display the options available for determining which field to query: |
+ | |||
+ | {{ : | ||
+ | |||
+ | Choose the comparison from the next drop down list //(equals, starts with etc.)// | ||
+ | |||
+ | <WRAP center round tip 60%> | ||
+ | The comparison popup menu will change depending on the type of field you have chosen in the first list. | ||
+ | </ | ||
+ | |||
+ | Enter any values that you want to query against in the field at the bottom right. | ||
+ | |||
+ | Some examples: | ||
+ | |||
+ | ^ If you.. ^ Transaction(s) Displayed | ||
+ | | Type '' | ||
+ | | Type '' | ||
+ | | In the lower, right field, type '' | ||
+ | | Click on the **invoice number** dropdown button and select one of the other search filters (e.g. **Name**)\\ Click on the **equals** dropdown button and change it to, say **Starts with**\\ Type the first few letters of the name of a customer, e.g. '' | ||
+ | |||
+ | This window is very useful for quickly finding a group of invoices. | ||
+ | |||
+ | The list invoices window uses the // Transactions list// | ||
{{ : | {{ : | ||
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//Note. All of the columns may be adjusted in width to meet your requirements; | //Note. All of the columns may be adjusted in width to meet your requirements; | ||
- | Down the left side is a sidebar, with 5 headings: | + | ==== Dynamic filter ==== |
- | - Type | + | |
+ | |||
+ | Down the left side is a sidebar, with 6 headings: | ||
+ | - Types | ||
+ | - Find... | ||
- By date | - By date | ||
- By status | - By status | ||
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- My custom filters. | - My custom filters. | ||
- | Clicking | + | You can click on them and some of them will expand |
- | {{ : | + | {{ : |
- | Once the type of transaction has been selected, it remains selected while you further define the required criterion from one of the four remaining headings, | + | The //Find...// option does not expand but shows the transaction search window again when clicked. |
- | At the bottom left of the window | + | Once the type of transaction has been selected, it remains selected while you further refine |
- | Along the top of the window are these buttons: | + | At the bottom left of the window |
- | {{ : | + | ==== Selecting multiple tansactions ==== |
- | Their functions | + | Once you have a list which includes the transactions you are interested in, you may wish to carry out certain actions (described below) on more than one of them. To do this, control-click (command-click on Mac) the lines you wish to highlight. |
- | ==== Find ==== | + | {{: |
+ | ==== Buttons | ||
- | Click on this button to recall the // Find Transactions// | ||
- | {{ :issuing_goods: | + | Along the top of the window are these buttons: |
- | Click on the drop down list on the left to display the options available for determining which field to query: | + | {{ :issuing_goods: |
- | {{ : | + | Their functions |
- | + | ||
- | Choose the comparison from the next drop down list // (equals, starts with, etc)// | + | |
- | + | ||
- | <WRAP center round info 60%> | + | |
- | The comparison popup menu will change depending on the type of field you have chosen in the first list. | + | |
- | </ | + | |
- | + | ||
- | This window is very useful for quickly finding a group of invoices. | + | |
- | + | ||
- | If you want to query on multiple criteria, click on the // Complex Find // button, which takes you to the Query Editor, which has powerful features to perform queries with multiple conditions. Detailed guidelines for using the Query Editor | + | |
+ | ==== Find ==== | ||
+ | Click on this button to bring up the [[issuing_goods: | ||
==== Sum ==== | ==== Sum ==== | ||
- | |||
Click on this button to display the total value of the highlighted invoices. Highlight more than one invoice by control - clicking (Mac: command-clicking) invoices. Highlight a block of invoices by clicking on the first invoice of the series, then shift-clicking on the last invoice in the series. | Click on this button to display the total value of the highlighted invoices. Highlight more than one invoice by control - clicking (Mac: command-clicking) invoices. Highlight a block of invoices by clicking on the first invoice of the series, then shift-clicking on the last invoice in the series. | ||
==== Order by ==== | ==== Order by ==== | ||
- | |||
The invoices displayed may be sorted according to any of the columns by clicking the column heading. A more comprehensive sort facility is available when you click the // Order by// button. This displays the // order by// window, where you can drag fields from the list on the left to the right-hand pane to sort the list by the fields you have chosen. | The invoices displayed may be sorted according to any of the columns by clicking the column heading. A more comprehensive sort facility is available when you click the // Order by// button. This displays the // order by// window, where you can drag fields from the list on the left to the right-hand pane to sort the list by the fields you have chosen. | ||
==== Print ==== | ==== Print ==== | ||
- | |||
Click on this button to print the list of invoices displayed. | Click on this button to print the list of invoices displayed. | ||
==== Finalise ==== | ==== Finalise ==== | ||
- | + | Click on this button to change the status of the invoice to // | |
- | Click on this button to change the status of the invoice to // finalised// | + | |
==== Duplicate ==== | ==== Duplicate ==== | ||
- | |||
Click on this button to duplicate the transaction. | Click on this button to duplicate the transaction. | ||
<WRAP center round tip 60%> | <WRAP center round tip 60%> | ||
If the invoice was part of the internal requisition process (from one virtual store to another) then the links to the originating purchase order will be maintained, and a goods receipt will be created if you finalise the customer invoice at a later date. | If the invoice was part of the internal requisition process (from one virtual store to another) then the links to the originating purchase order will be maintained, and a goods receipt will be created if you finalise the customer invoice at a later date. | ||
- | |||
</ | </ | ||
+ | |||
+ | **Please note**: you are not allowed to duplicate some transactions such as payments, cash receipts and any type of cancellation transaction (an " | ||
==== Cancel ==== | ==== Cancel ==== | ||
- | |||
Click on this button to cancel the highlighted transaction ((also known as " | Click on this button to cancel the highlighted transaction ((also known as " | ||
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If you have accidentally finalised a transaction you can use the **cancel** and **duplicate** buttons to | If you have accidentally finalised a transaction you can use the **cancel** and **duplicate** buttons to | ||
* Highlight the finalised invoice and click **Cancel** | * Highlight the finalised invoice and click **Cancel** | ||
- | * Hightight the finalised invoice again and click **Dupplicate** to duplicate the original transaction | + | * Hightight the finalised invoice again and click **Duplicate** to duplicate the original transaction |
* You can then edit the duplicated transaction to the correct values before finalising it again. | * You can then edit the duplicated transaction to the correct values before finalising it again. | ||
</ | </ | ||
====Filters ==== | ====Filters ==== | ||
- | |||
Click on this button to apply filters to reduce the volume of information displayed to reflect more precisely what you require. | Click on this button to apply filters to reduce the volume of information displayed to reflect more precisely what you require. | ||
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==== Customise ==== | ==== Customise ==== | ||
+ | This button allows you to change the columns of information that appear for you when this window is displayed in future. Please note that this same window is used to display a list of different types of transactions, | ||
- | Click on this button to: | + | The button |
- | * display | + | === Display |
- | * arrange | + | When you click on the **Customise** button this window opens: |
+ | {{ : | ||
- | === Display | + | Displayed under // |
- | Displayed under // Available// | + | To add a column to the display, click on the required one to select it in the // |
- | {{ : | + | The **Program** column (shown in the // |
- | To add a column to the display, click on the required one to select it in the // Available// column, then click the upper button between the two displays, and it will appear at the bottom of the // Chosen// list. | + | mSupply provides the feature of analyzing customer invoices by their despatch/ |
- | + | ||
- | mSupply provides the feature of analyzing customer invoices by their despatch/ | + | |
{{ : | {{ : | ||
- | This list show customer invoices in mSupply ordered by Expected Arrival Date. Click on the column header to order on that column. | ||
+ | This list shows customer invoices in mSupply ordered by Expected Arrival Date. Click on the column header to order on that column (as with nearly any column in mSupply). | ||
===Arranging column order=== | ===Arranging column order=== | ||
- | + | This is done by clicking then dragging the column heading to the required position | |
- | This is done by clicking then dragging the column heading to the required position. | + | |
===Sorting the list === | ===Sorting the list === | ||
- | + | Click a column heading to select it, then click on the small triangle on the right to display the list in order or reverse order as required. This is the same for nearly all column headers throughout mSupply. | |
- | Click a column heading to select it, then click on the small triangle on the right to display the list in order or reverse order as required. | + | |
==== Modify ==== | ==== Modify ==== | ||
- | |||
- | |||
Click on this button to edit the selected invoice. | Click on this button to edit the selected invoice. | ||
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| // Previous: | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||