Summary
This screen shows Request for Invoices created in View Ordrs, confirms their acceptance and compliance by the suppliers and creates invoices from the requests
Details
Prior requests are displayed. Checkboxes and the filter bar can be used to control the requests displayed
Request for Invoice
Databuild has the ability to produce Requests for Invoices, based on the OK to Pay % field on each order.
These can be creates as a printout to be mailed or hand delivered, an embedded Email, an attached Email, or an SMS message.
The printout and attached email documents are formatted using an RTF layout.
Email and SMS formats are system generated, but may be over-ridden by entering the following Standard Notes:
EmailRFIAttSub Attached Email Subject
EmailRFIAttMsg Attached Email Main Message
EmailRFIEmbSub Embedded Email Subject
EmailRFIEmbMsg Embedded Email Main Message
SMSRFI SMS message
All special fields in the layout and standard notes are replaced by their relevant values.
The system can be used in many ways:
| • | Fully formatted Pro Forma Tax invoices can be dispatched to your suppliers. They sign and return them |
| • | Emails can be sent telling suppliers what invoices you will accept. |
| • | It can be used to accept/ reject incoming invoices (refer Invoice Checking criteria) |
| • | Return Emails/SMS messages can be used to trigger creation of invoices. |
Toolbar
Confirm Controls whether the requests have been acceoted by the suppliers:
Confirm Current
Unconfirm Current
Confirm Selected When row(s) have been selected
Unconfirm Selected
Confirm Request Numbers Individual request numbers can be entered in a string
e.g. "1 5 8" confirms requests 1, 5 and 8
All requests are selected or deselected
Selected requests are deleted
Invoices are created from selected confirmed requests. The invoices must first pass the usual integrity and invoice checking criteria
Closes the routine