Warehouse 100: Invoicing

 

Prompt for Outstanding Lines: warns users they have not completed invoicing all items.

Allow Batches: enables the batch prompt.

This application allows the user to validate items collected actually exist on the sales order being collected and upon completion, the results in Sage will be an entry in Invoice data entry.

The Portal Settings at Customers.Scanco.com  

Invoicing tab options:                                            

Allow Invoicing Activities: The Invoicing application is a non-directed application that collects data against an valid Sales orders. The collected data creates an Invoice data entry record in Sage. Enabling the "Allow Invoicing Activities" will allow the users to Invoice\Pick\Ship items on a sales order.

Select Bin before Items: Enabling this option will skip the bin prompt in the shipping program when the item collected is allocated towards the Sales Order that is being collected. The bin prompt will be locked and the user cannot change the bin location.

Allow Batches: When this option is enabled the user can scan, key in, press the “Next” button to use the next batch listed in Sage, or lookup a Batch number. When you scan or key in data, you can create a new batch or use an existing batch.
When this option is disabled the user cannot collect a batch number and Sage will use the next batch number when the first record is imported and continue to add to that batch.
If you enable this option and Batches are not enabled in Sage then you will not see the batch prompt on the scanners because Sage does not allow batches.

Collect Batch Description: When this option is enabled the user can enter a comment for the batch. If this option is enabled and there is no comment to be collected the user can press enter on a blank prompt to skip comment collection. The results of the comment collection would be the collected comment will be shown on the Batch selection screen in Sage.

Invoicing Scan Each Options

Scan Each: You must choose one of the options to control how Scan Each will function on the scanners.

Scan Each has 3 options: has 4 options.

“No scan each”	will remove the ‘Each’ button shown at the item prompt.
“Allow Scan Each”	will display the button and the user can turn it on\off.
“Scan Each Always Enabled”	will enable the button and the user cannot turn it off.

Allow Multiple Users per Order: When this option is enabled multiple users can Invoice the same Sales Order at the same time. The important thing to note is that every user must press the "Send" button when they are done and the last person that presses Send is the person that actually sends the data into Sage to create the Invoice for all the data collected. If anyone forgets to press Send then the Invoice will not be created until all users have pressed Send.

Allow Multiple Users per Order: When this option is enabled multiple users can Invoice the same Sales Order at the same time. The important thing to note is that every user must press the "Send" button when they are done and the last person that presses Send is the person that actually sends the data into Sage to create the Invoice for all the data collected. If anyone forgets to press Send then the Invoice will not be created until all users have pressed Send.

Sales Kit Processing: This option automatically Invoices items that are not scanned. Example: Scanning the Parent to invoice all the Kit items. 

Sales Kit Processing has 4 options:

“None”	only items that are collected will be invoiced.
“Ship percentage of Kit Parent as Components are scanned”	If the Parent item requires a quantity of 2 of a component and you only collect a quantity of 1 for that component, then only 0.5 of the Parent Item will be Invoiced.
“Ship all Kit Components when Parent is scanned”	If the Parent item is collected, then all the components will be Invoiced.
“Ship Kit Parent complete when any Component is scanned”	The Parent Item will be Invoiced complete when the first Component is collected.

Ignore Customer Credit Hold in Invoicing: Enabling this option allows scanning Sales Orders for customer that are currently on "Credit hold" in Sage's Customer Maintenance. This option does not allow scanning Sales Orders that are currently "On hold" in Sage's Sales Order Entry.

Show Qty Available: When this option is enabled, the Quantity that is in the Bin will be displayed for the item that was collected.

Prompt for Outstanding Lines: When this option is enabled the user will be warned when orders are not fully shipped. The user can click Yes on the warning to continue collecting items for their order[s] or No to continue sending the data without collecting all the items.

For more information about:

Lookups - Explains the various lookups

Send Process – Explains the “Send data to Sage” process.

Review User Manual – Covers “Review” mode which is accessible in all Applications.

Main Applications – Shipping icon

Press the Receiving icon to move into the next screen.

Buttons

	Send: to send all data collected in all applications.
	Setting: to adjust settings.
	Logout: to change users or companies.
	Status: to check if you have sent all data collected to Sage.

Invoicing icon Press the Invoicing icon to start.

Batch number prompt - Optional The batch prompt all entry of up to 5 alpha number. Examples: A12, 12345 Buttons Back: at top left, to move back to Main Applications screen. Enter: press after keying in data at Batch prompt. Keyboard: for the on-screen keyboard. Lookup: for seeing all available Batch numbers in use in Sage. Next: uses the batch number.

Sales Order Prompt Scan or Key in any valid Sales Order, or use the lookup button to select one from a list. Buttons Back: at top left, to move back to Main Applications screen. Enter: press after keying in data at Sales Orders prompt. Keyboard: for the on-screen keyboard. Lookup: for seeing all available Sales Orders.

Item Entry Prompt           Scan, key in, or lookup Items codes.                                                               Buttons Back: at top left, to move back to Main Applications screen. Enter: press after keying in data at Item prompt. Keyboard: for the on-screen keyboard. Lookup: for seeing all available Item for use. Scan Each: available if ‘Scan Each’ is enabled in the Scanco Portal. Print: Requires SkyPrint. Pallet: to Ship pallets. Send: to send all data collected. Next Box: is pressed to +1 to the current box number. Review: to enter review mode.

Bin Prompt  If your company has Multi-bin, then the bin collection prompt is required.  For Standard Sage non-multi-bin companies, this field will be a display-only field. Buttons Back: at top left, to move back to Main Applications screen. Enter: press after keying in data at Bin prompt. Keyboard: for the on-screen keyboard. Lookup: for seeing all available Bin.

Quantity Prompt Scan or key in positive numeric quantity at the quantity prompt. Buttons Back: at top left, to move back to Main Applications screen. Enter: press after keying in data at Quantity prompt. Keyboard: for the on-screen keyboard.

Lot Prompt Scan or key in lot numbers for a lot-controlled valuation product.  Buttons Back: at top left, to move back to Main Applications screen. Enter: press after keying in data at Lot prompt. Keyboard: for the on-screen keyboard. Lookup: for seeing all available Bin. Print: Requires SkyPrint.

Serial Prompt Scan or key in serial numbers for serialized valuation product. As serials numbers are collected the “Qty Scanned” field will accumulate +1 for each serials number collected. Buttons Back: to move back to Main Applications screen. Keys: for the on-screen keyboard. Send: to send all data collected. Enter: press after keying in data at Item prompt.

Serial Prompt “Qty Scanned” Display As shown on the right after the first serials number is collected, the “Qty Scanned” field has accumulated +1.

Send data collected The ‘Send’ button at the item prompt should be pressed when all items have been collected. Buttons Yes: will remove the data display. No: to move to data collection mode.

Unresolved Lines Warning – optional This message will be displayed after pressing the ‘Send’ button at the item prompt when the ‘Prompt for Unresolved Lines’ option is enabled when all items have not been collected. Buttons Yes: return to the item prompt to continue collecting items for the highlighted order. No: to send data to Sage without finishing all items on the order.

Sage Mobility for Barcode EZ Import program: must be running for real-time entries to be created in Sage Sales Order module Main folder Invoice Data Entry and Shipping Data Entry.

Sage Invoice Data Entry: Results of scanner entries will be found in the Sage Sales Order module Main Invoice Data Entry. 

[2021-03-09-4:31:43 PM] KRC: