To separate Special Ordered Parts from parts in stock to a new customer invoice
Splitting an Invoice
To separate Special Ordered Parts from parts in stock on a new customer invoice, perform the following steps:
- Create a New Invoice
- Enter the Customer Name
- Enter the Parts
- Change the Status to ‘Wait for Parts’
- the Special Order Box will appear
- Then, either:
- Create a New PO; or
- Use the existing PO – double-check Vendor (if using existing PO) and mark Urgent if necessary
- Click Save
Special Order Parts will be added to PO
- Click File from Menu
- Select Split Special Order Items to Different Invoice
This will have the following effects:
- A new invoice will be created (the Special Order invoice number will be 1 digit higher than original for reference)
- This will split off SO Parts from parts in stock
- Save and Close the Special Order item invoice
- Select Payment Method for the original (stocked parts) invoice
- Click Save
Note: This will set the original (stocked parts) invoice to paid.
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