Fulfilling Orders for Services - Revision history

Claudefeistel2 at 16:00, 23 December 2009

2009-12-23T16:00:42Z

Claudefeistel2 at 21:38, 22 September 2009

2009-09-22T21:38:17Z

Claudefeistel2 at 21:37, 22 September 2009

2009-09-22T21:37:08Z

Claudefeistel2 at 21:31, 22 September 2009

2009-09-22T21:31:04Z

Sichen at 21:45, 19 March 2009

2009-03-19T21:45:11Z

Sichen at 21:43, 19 March 2009

2009-03-19T21:43:05Z

Sichen at 00:19, 20 June 2008

2008-06-20T00:19:18Z

Sichen at 00:15, 20 June 2008

2008-06-20T00:15:22Z

Sichen: Protected "Fulfilling Orders for Services": Sysop page [edit=sysop:move=sysop]

2008-06-20T00:15:08Z

Protected "Fulfilling Orders for Services": Sysop page [edit=sysop:move=sysop]

Sichen: New page: Orders for services or other nonphysical products do not have inventory reserved against them and would not have to be packed to be invoiced. Instead, they can be processed in the followi...

2008-06-20T00:15:08Z

New page: Orders for services or other nonphysical products do not have inventory reserved against them and would not have to be packed to be invoiced. Instead, they can be processed in the followi...

New page

Orders for services or other nonphysical products do not have inventory reserved against them and would not have to be packed to be invoiced. Instead, they can be processed in the following manner:

# approved the order as you normally would
# when the services have been performed and are ready to be invoiced, use the [[Mark as Performed Screen]] to mark the service order items as "performed." Then, use the [[Invoice Performed Order Items]] to create a new sales invoice for these items.

Each time this link is used, a new sale invoice will be created for the items that have been recently marked as performed, and then the items will be marked as completed. If your order's products store's "autoApproveInvoice" flag is set to "Yes", then your sales invoice will be automatically set to Ready and posted to the ledger, and it would no longer be modifiable. Therefore, if you wish to edit your invoices, set this flag to "No."

← Older revision		Revision as of 16:00, 23 December 2009
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	Refer to User Manual page [[Invoicing for Services Performed]].		Refer to User Manual page [[Invoicing for Services Performed]].
		+
		+
		+	[[Orders with Drop-Shipped Items\|Fulfilling Drop-Shipped Orders]] << Manual pages >> [[Fulfilling Orders for Services]]
		+
		+	[[Inventory Tab]] << Tab pages
		+
		+	[[Inventory Processes]] << Section pages >> [[Warehouses Organization]]

← Older revision		Revision as of 21:38, 22 September 2009
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	(The reason that an invoice is not automatically generated when an order item is performed is that many services companies prefer to send periodic invoices for all work done up to that point, rather than as each piece of work is completed.)		(The reason that an invoice is not automatically generated when an order item is performed is that many services companies prefer to send periodic invoices for all work done up to that point, rather than as each piece of work is completed.)
		+
		+	'''Integrating with Project Management Tools'''

	If you use a project management system to manage your services, you can integrate it with opentaps easily by doing the following:		If you use a project management system to manage your services, you can integrate it with opentaps easily by doing the following:

@@ Line 14: / Line 14: @@
 # when you close the ticket with a satisfactory status in your project management system, call opentaps and changed the status of the orderId and orderItemSeqId to "ITEM_PERFORMED"
-Then, you can periodically use [[Invoice Performed Order Items]] to create sales invoices.
+Then, you can periodically use the [Invoice Performed Order Items] link to create sales invoices.
 Refer to User Manual page [[Invoicing for Services Performed]].

← Older revision		Revision as of 21:31, 22 September 2009
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	Then, you can periodically use [[Invoice Performed Order Items]] to create sales invoices.		Then, you can periodically use [[Invoice Performed Order Items]] to create sales invoices.
		+
		+	Refer to User Manual page [[Invoicing for Services Performed]].

← Older revision		Revision as of 21:45, 19 March 2009
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	Each time this link is used, a new sale invoice will be created for the items that have been recently marked as performed, and then the items will be marked as completed. If your order's products store's "autoApproveInvoice" flag is set to "Yes", then your sales invoice will be automatically set to Ready and posted to the ledger, and it would no longer be modifiable. Therefore, if you wish to edit your invoices, set this flag to "No."		Each time this link is used, a new sale invoice will be created for the items that have been recently marked as performed, and then the items will be marked as completed. If your order's products store's "autoApproveInvoice" flag is set to "Yes", then your sales invoice will be automatically set to Ready and posted to the ledger, and it would no longer be modifiable. Therefore, if you wish to edit your invoices, set this flag to "No."
		+
		+	(The reason that an invoice is not automatically generated when an order item is performed is that many services companies prefer to send periodic invoices for all work done up to that point, rather than as each piece of work is completed.)

	If you use a project management system to manage your services, you can integrate it with opentaps easily by doing the following:		If you use a project management system to manage your services, you can integrate it with opentaps easily by doing the following:

@@ Line 2: / Line 2: @@
 # approved the order as you normally would
-# when the services have been performed and are ready to be invoiced, use the [[Mark as Performed Screen]] to mark the service order items as "performed."  Then, use [[Invoice Performed Order Items]] to create a new sales invoice for these items.
+# when the services have been performed and are ready to be invoiced, use the [[Mark as Performed Screen]] to mark the service order items as "performed."
 Each time this link is used, a new sale invoice will be created for the items that have been recently marked as performed, and then the items will be marked as completed.  If your order's products store's "autoApproveInvoice" flag is set to "Yes", then your sales invoice will be automatically set to Ready and posted to the ledger, and it would no longer be modifiable.  Therefore, if you wish to edit your invoices, set this flag to "No."

@@ Line 1: / Line 1: @@
 Orders for services or other nonphysical products do not have inventory reserved against them and would not have to be packed to be invoiced.  Instead, they can be processed in the following manner:
- # approved the order as you normally would
+# approved the order as you normally would
- # when the services have been performed and are ready to be invoiced, use the [[Mark as Performed Screen]] to mark the service order items as "performed."  Then, use the [[Invoice Performed Order Items]] to create a new sales invoice for these items.
+# when the services have been performed and are ready to be invoiced, use the [[Mark as Performed Screen]] to mark the service order items as "performed."  Then, use the [[Invoice Performed Order Items]] to create a new sales invoice for these items.
 Each time this link is used, a new sale invoice will be created for the items that have been recently marked as performed, and then the items will be marked as completed.  If your order's products store's "autoApproveInvoice" flag is set to "Yes", then your sales invoice will be automatically set to Ready and posted to the ledger, and it would no longer be modifiable.  Therefore, if you wish to edit your invoices, set this flag to "No."

← Older revision	Revision as of 00:15, 20 June 2008
(No difference)