How To: Setup Invoice Priorities

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  1. Open a System Data screen (show me how).
  2. Double-click on [ Sales Order Processing | Invoice Priorities ].
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   to add a new item.
  5. Enter the required values for the Invoice Priority:
    • Description: of the invoice priority.
    • 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): a tri-state checkbox, set to the "on" setting. 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.
    • Inv Note checkbox (Optional): when a tri-state checkbox, set to the "on" setting. ticked the Order Note value will be entered in the sales order's Invoice Notes field. When BtnTriStNoXP.jpg not ticked the Order Note value will be entered in the sales order's Delivery Note/Picking List Note field.
    • DelDate Adj (Optional): number of days to be added or subtracted to the delivery date when the priority is applied to a sales order. This option is for high priority orders that need to be processed more quickly.
    • Use DelDate Adj  (Optional): will recalculate the Delivery Date set against the sales order with the options defined in the DelDate Adj column.
    • Disabled checkbox  (Optional): when a tri-state checkbox, set to the "on" setting. ticked the Invoice Priority will not longer be available to select when raising sales orders.
  6. Repeat steps 4 and 5 to create all required Invoice Priorities.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the changes.



Note: if an invoice priority is set against a courier delivery service, it cannot be overridden in the sales order.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team