What are we trying to solve and how?

• There may be chances where users don’t know which items have to be added while booking a consolidated purchase invoice. So now we will make unique items from estimates, unique by Item Name, UOM and Currency

Inorder to make consolidate invoice for multiple jobs for particular charges, below are the steps added,

Step 1:
For Sales invoice:
Go to the Shipmnts navigation menu > Accounts Receivable > New Consolidate Sales Invoice

For Purchase invoice:
Go to the Shipmnts navigation menu > Accounts Payable > New Consolidate Purchase Invoice



Step 2:
Enter the Supplier against whom the consolidated invoice needs to be raised.



Step 3:

1. Add Items into the item table, if the user knows for which items consolidate invoice needs to be raised else click on the “Shipment wise allocation” button.



2. “Add Job Reference” pop-up will show up on screen, wherein on applying “Job Execution Date” range and “Show job with” filter, all the job references will get fetched.




3. Click on the “Fetch Data” button after applying the filters, the job within that date range will get fetched, select the references and click on the “Add jobs” button.




4. After adding jobs, the references will show up here along with job estimate items and its amounts.




5. Job references can be added manually using the “Add Row” button or else can fetch shipments again using “Fetch Shipments” button.




6. After the job references and the items against those jobs have been added with their amounts, click on “Save”.




7. Items as per the job references will get added into the item table with the total amounts of each item of all the jobs, then “Save“ & “Submit” the invoice.