An Update has been made to Invoice Amalgamation. A new drop-down selection is now available in Customer Maintenance > Delivery with the following options.
- System Default
- No
- Yes
- Yes, with Packing Slip
When an invoice is created and needs to split due to Zones, the system will check the ‘Amalgamate Invoice’ field on both the Ship To Customer and the Bill To Customer. It will use the highest value from either.
When set to ‘System Default’, the system will work as it has previously. (ie Check Amalgamate A/B tick box on the Zones to determine what to do)
When set to ‘No’, the Invoice will split and not amalgamate back on conclusion. (ie Create separate Invoice’s, each with there own Invoice Number)
When set to either ‘Yes’ or ‘Yes, with Packing Slip’, the Invoice will split and amalgamate back on conclusion. (ie Create Zone Invoices)
Currently when printing a Zone Invoice when it is not the last (A Master Invoice is not ready to be created), nothing will print out. Now if either the Ship To Customer or the Bill To Customer has ‘Amalgamate Invoice’ set to ‘Yes, with Packing Slip’, a Confirmed Zone Packing Slip will print out instead. This will look like the sites configured Picking Slip. The Confirmed Zone Packing Slip will not print out when printing the last Zone Invoice. In this case the system will create and print out the Master Invoice as normal.
Note: When printing a view of Invoices, all Confirmed Zone Packing Slips will be printed out first.
Note: A new field has also been added to Report Generator called ‘Amalgamate Invoice’ under ‘Customers’