Video Document - videos: 06 billingandcorrectingthecostonthecustomersinvoice1102141016

Problem Description

BILLING

Filling in information on the bill

Using the POs Tab to add the cost of the freight to the bill

Tacking our way back to the invoice

Side point: you can edit the PO first, then add the information to the bill

CORRECTING COST AFTER INVOICE COMPLETION

Editing the completed invoice

Control of unknown Freight

Solution

BILLING

Filling in information on the bill

- Putting in the bill number

- Using the PO to more quickly find the associated PO

Using the POs Tab to add the cost of the freight to the bill

- Make sure "Add Freight" and other appropriate checkboxes are checked off

- You may want to add summary or add individual. We go through this process 2 times to show different ways this can be shown.

- Not discussed in video: If you had added our costs as standard instead of freight we could use the add items functionality on the PO tab, and it would show the details. This would allow you to see which lines on the PO have a cost of $0 and which do not.

Tacking our way back to the invoice

- Double click on the PO in the POs tab to open the PO

- Right click and view details for the lines on the PO that now have pricing information. This will give you the invoice numbers.

- You can then find the invoices and edit them

- If the invoice number is not there it is probably because the line was removed from the invoice

Side point: you can edit the PO first then add the information to the bill. You have flexibility here to change the order you do the adding of the lines to the bill in based on your processes. This should be a little different from company to company.

CORRECTING COST AFTER INVOICE COMPLETION

Editing the completed invoice

- We remove the unknown freight item

- We update the costs on the associated freight item identified as changed. Since it was changed from $0 it makes it easy to identify the lines needing to be changed on the invoice. It is also special ordered which helps with tracking.

Control of unknown freight

- Unknown freight is removed when the process is completed. Any occurrences of unknown freight in sales history would indicate an incomplete process. Review any older process to make sure they are complete. This can also be used to help the AP clerk know which orders they need to keep an eye on.

Control of the regular freight items

- Since these items are not cost at $0 you could review these parts periodically to make sure you have costs on them. Any ones showing at $0 should also match up to corresponding unknown freight parts.

Video source: videos:06-billingandcorrectingthecostonthecustomersinvoice1102141016.flv

Created by Clifford MacKay at 2/14/2011 10:16:45 AM