System Data Invoice Priorities
Invoice Priorities allow users to set different priorities for sales orders. For example, clients commonly use 'Urgent' as a priority and assign a 'mark' to the priority, see How To: Setup Invoice Priorities.
Invoice Priorities are setup or visible in the following areas of the system:
- Sales Invoice Manager: the invoice priority mark is visible against the sales order in the grid allowing the order to be processed more quickly. The
button (F4 button) can be used in the Sales Invoice Manager to filter for all invoices that contain the Invoice Priority. - The Additional Details area in the
[ Sales Orders | Additional ]screen is where invoice priorities can be set against the sales order. They are confirmed when the sales order is saved. - Invoice Priorities can also be linked to individual users, see
[ System Data | Others | Users ]so a default invoice priority will be added to every Sales Order created by the User. - An Invoice Priority can be set when a delivery rate is set against a sales order, see How To: Configure Courier Services and Delivery Rates.
- Used as a criteria when setting up Invoice Rules, see How To: Set Up Invoice Rules.
- Invoice type emails can be triggered on a specific invoice priority, see How To: Setup Email Trigger Rules.
Invoice Priorities Grid
- Description: the name of the invoice priority, for example, 'Urgent', 'Delivery Date Required', 'Subscription', 'Suspect Fraud Order', 'Customer Collection', 'Awaits PayPal Payment Confirmation'.
- Mark: the character(s) to be shown against a Sales Order in the Sales Invoice Manager that indicate the invoice's priority.
- Highlight checkbox (Optional):
tick if the character mark is to be emboldened. - Order Note (Optional): priority specific notes to be entered automatically against the sales order when the priority is applied. The note will be appended to either the invoice or delivery note once the sales order is saved.
- Inv Note checkbox (Optional):
- TICKED: the Order Note value will be entered in the sales order's Invoice Notes field.
UNTICKED: the Order Note value will be entered in the sales order's Delivery Note/Picking List Note field.
- DelDate Adj (default=0): number of days to be added or removed from the delivery date when the priority is applied to a sales order.
- Use DelDate Adj checkbox (default=ticked):
- TICKED adding this Invoice Priority to (or removing this Invoice Priority from) a sales order will recalculate the Delivery Date set against the sales order using theDelDate Adj value in conjunction with the default settings in
[ System Values | Options | Order Delivery ].
Note: this calculation does take non-working days into account. - UNTICKED adding or removing this Invoice Priority alone will not cause the Delivery Date set against the sales order to be recalculated.
- Disabled: marks the invoice priority as being no longer active so it does not display when creating sales orders.
Invoice Priorities Context Menu
- Apply Value Range: allows the user to specify a value that is to be applied to all of the currently selected rows/items for the current column.
- Clear Selection: deselects the currently selected line(s).