How To: Setup Invoice Priorities
Table Of Contents
Invoice Priorities allow you to identify and manage Sales Orders that require special handling. Priorities can display visual indicators in the Sales Invoice Manager, automatically add notes to orders, and even adjust delivery dates for urgent orders.
Once created, Invoice Priorities can be assigned to Sales Orders to help your team quickly identify and process important orders.
Create a New Invoice Priority
- Open a System Data screen (show me how).
- Press Alt + E or click the Edit button to enter edit mode.
- Press F3 or click the Add button.
- Enter the required values for the Invoice Priority.
Description
Enter a meaningful description for the priority.
Examples:
- Urgent Order
- VIP Customer
- Same Day Dispatch
- Export Priority
Mark
Enter the character or characters that should appear against the Sales Order in the Sales Invoice Manager.
This provides a quick visual indication of the order's priority.
Examples:
- !
- **
- VIP
- HOT
Highlight (Optional)
Tick Highlight if the priority mark should appear in bold for greater visibility.
Order Note (Optional)
Enter a note that should be automatically applied when this priority is selected.
This can be used to provide instructions for warehouse, dispatch or customer service teams.
Examples:
- Call customer before dispatch.
- Prioritise for same-day picking.
- Await approval before shipping.
Inv Note (Optional)
Determines where the Order Note is added.
- Ticked: The note is added to the Sales Order's Invoice Notes field.
- Unticked: The note is added to the Sales Order's Delivery Note / Picking List Note field.
DelDate Adj (Optional)
Enter the number of days to add to or subtract from the Sales Order delivery date when the priority is applied.
This is particularly useful for urgent orders that need accelerated processing.
Examples:
-1= Move the delivery date forward by one day.-2= Move the delivery date forward by two days.1= Extend the delivery date by one day.
Use DelDate Adj (Optional)
Tick this option to automatically recalculate the Sales Order delivery date using the value entered in DelDate Adj.
Disabled (Optional)
Tick Disabled to prevent the Invoice Priority from being selected for new Sales Orders.
Existing orders that already use the priority are not affected.
- Repeat steps 4 and 5 to create additional priorities as required.
- Press Ctrl + S or click the Save button.
Additional Information
Invoice Priorities can be used to:
- Highlight urgent or high-value orders.
- Automatically add operational notes.
- Adjust delivery dates based on business rules.
- Improve visibility within the Sales Invoice Manager.
Important
If an Invoice Priority is assigned through a courier delivery service, it cannot be overridden within the Sales Order.