If you are working in a busy Order Processing Department, this feature can be used to reduce your workload. Instead of printing each Invoice individually for each Order, you can enter or confirm many Orders and then print out the appropriate Invoices at the end of the day, or at a convenient moment.
When the time comes to create and print your Invoices, you can invoice all previously uninvoiced Items on selected Orders. To do this, select ‘View Sales Orders’ from the Sales Orders menu and the usual Sales Orders More Choices window appears. To search for Sales Orders with uninvoiced Order Items, select ‘Order Items’ from the Find menu and specify an appropriate search. Then, click [Find] to return to the Sales Orders More Choices window. Here, you can perhaps a specify a range of Order Dates or a particular Company. Click [Find] again and the appropriate Sales Orders will be listed. Select ‘All Uninvoiced Items’ from the Print menu. Enterprise 6 will then create the appropriate Invoices and, after prompting you, will print them out and post them to the General Ledger. In all cases, the correct Invoice Date will be placed in the Order Item fields and the correct Invoice Number will also be placed in the field of each Order Item.
Alternatively, you can create Invoices for selected Items on selected Orders (ie leaving some Items on each Order uninvoiced). In this case, your task will be made easier if you have previously marked the Items to be invoiced. This will ensure you can find them again using a relatively simple search. When entering or confirming each Order, enter the letter “N” (for New Invoice) as the Invoice Number for every Item you wish to invoice. You can also enter an Invoice Date if you want this to be different to the printing date. Then, follow the procedure described above, selecting ‘View Sales Orders’ from the Sales Orders menu and then ‘Order Items’ from the Find menu. Enter the letter “N” in the Invoice Number field to force Enterprise 6 to find Order Items with that Invoice Number. Then, click [Find] twice to produce a list of Items to be invoiced. Select ‘Items by Invoice No’ from the Print menu and enter “N” when Enterprise 6 asks for an Invoice Number to print.
This is a particularly flexible method of creating Invoices in batches because you can pick out which Order Items are to be invoiced. It is the function to use if you have a number of Orders with many uninvoiced Order Items, but only want to invoice some of these items.