issuing_goods:viewing_invoices

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
issuing_goods:viewing_invoices [2021/04/21 09:15] – Typo fix for "dupplicate" Adrian Booneissuing_goods:viewing_invoices [2025/01/29 06:28] (current) – [mSupply also has a Bulk Finalise feature] Mark Glover
Line 35: Line 35:
 This window is very useful for quickly finding a group of invoices.  If you'd like the challenge of engaging with mSupply's data structure, you can 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 are to be found in [[tutorial:working_with_lists|Working with lists]] This window is very useful for quickly finding a group of invoices.  If you'd like the challenge of engaging with mSupply's data structure, you can 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 are to be found in [[tutorial:working_with_lists|Working with lists]]
  
-The list invoices window uses the // Transactions list// form, which looks like this:+The list invoices window uses the // Transactions list// window, which looks like this:
  
 {{ :issuing_goods:trans_list.png?650 }} {{ :issuing_goods:trans_list.png?650 }}
Line 44: Line 44:
  
  
-Down the left side is a sidebar, with 5 headings: +Down the left side is a sidebar, with 6 headings: 
-  - Type +  - Types 
 +  - Find... 
   - By date   - By date
   - By status   - By status
Line 51: Line 52:
   - My custom filters.    - My custom filters. 
    
-Clicking on the small triangle to the left of each heading will expand it and display the options available. In the graphic below, the **Types** heading has been expanded to display the available options+You can click on them and some of them will expand to show sub-headings (and contract to show just the heading if you click them again). This is what the bar looks like when it is first shown, with the Types heading expanded and all the others contracted:
  
-{{ :issuing_goods:side_bar.png?450 }}+{{ :issuing_goods:side_bar.png?175 }}
  
-Once the type of transaction has been selected, it remains selected while you further refine the required criterion from one of the four remaining headings, // By date, By status// , etc. Be aware that a single criterion only from this group of 4 headings may be selected.+The //Find...// option does not expand but shows the [[issuing_goods:viewing_invoices#find_transactions_window|Find Transactions window]] again when clicked.
  
-At the bottom left of the window you'll notice there are 3 numbers separated by slashes- "1/15/67" in the example above. These numbers, in order, are the number of highlighted rows, the number of found rows, and the total number of transactions in the database.+Once the type of transaction has been selected, it remains selected while you further refine the required criterion from one of the four remaining headings, //By date//,// By status// etc. Be aware that a single criterion only from this group of 4 headings may be selected. 
 + 
 +At the bottom left of the window you'll notice there are 3 numbers separated by slashes, "1/15/67" in the example above. These numbers, in order, are the number of highlighted rows, the number of found rows, and the total number of transactions in the database.
  
 ==== Selecting multiple tansactions ==== ==== Selecting multiple tansactions ====
Line 85: Line 88:
  
 ==== Finalise ==== ==== Finalise ====
-Click on this button to change the status of the invoice to //finalised//.+Only users with Finalise permission will be able to do this action. Click on this button to change the status of the invoice to //finalised//. 
 + 
 +== mSupply also has a Bulk Finalise feature == 
 + 
 +<WRAP center round info 60%> 
 +We can bulk finalise normal invoices; however, this functionality is not available for invoices related to stock transfers. To finalize “stock transfer” invoices, you must open each specific invoice and finalize it individually. As stock transfer involves distributing physical stock to your client stores, this action cannot be un-done easily. Hence mSupply will expect you to finalise the invoice after careful consideration. 
 +</WRAP> 
 + 
 +When performing a bulk finalise, all selected normal invoices will be finalised. However, the following types of invoices will not be finalised: 
 +  * Stock transfer invoices. (read above) 
 +  * Invoices that are on hold. 
 +  * Invoices that are not confirmed. 
 +  * Invoices containing only placeholder lines. 
 + 
  
 ==== Duplicate ==== ==== Duplicate ====
  • Last modified: 2021/04/21 09:15
  • by Adrian Boone