Sales Invoice Other Actions Menu

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Display the drop-down 'Other Actions' menu either by pressing F9 or clicking the down arrow immediately to the right of the The green circle with a white cross icon on the button bar opens the "Other Actions" menu green circle with a white cross icon at the top of the button bar. The following functions are available:
  • View Cancelled Codes: allows users to view the cancelled codes for sales invoices in the popup.
    Notes:
    1. Viewing cancelled codes requires "Admin" permissions set up in [ System Data | Users | Edit User Permissions General ] section.
    2. "Admin" permission is needed to "Reset a Code" or "Remove a Code" from the Sales Invoice Codes dialog accessed via 'View Cancelled Codes'.
  • Packer Tracker: loads the Packer Tracker Report dialog which is used to audit the movement of Sales Orders within the Sales Invoice Management process and which user was responsible for it.
  • Warehouse Jobs: opens the [ Warehouse Jobs ] area of the system if it has been enabled.
  • Edit Process Path: the Orders section is where the user can change the order and options of the process stages within Sales Invoice Manager.
    Note: this requires Admin User permissions set up in [ System Data | Users | Edit User Permissions General ] section.
  • Edit Invoice Rules: is where users can setup rules so sales orders with certain attributes will react in certain ways within Sales Invoice Manager.
    Note: this requires Admin User permissions set up in [ System Data | Users | Edit User Permissions | General ] section.
  • View Backorder Released Items: opens the Back Order Items Released dialog displaying sales orders that have had stock assigned to them from Delivery Notes in the date range specified. Users can then print the grid and / or export the data as required, see How To: View Sales Orders that have had stock assigned to them from Delivery Notes.
  • Undo Last Move: undoes the last move performed in the Sales Invoice Manager using the Move Next buttons. When the process has been completed you will be taken to the stage that the invoices have been moved back to.
    Notes:
    1. This will not Unissue any invoices.
    2. It will only be possible to Undo last Move for an invoice if the invoice is still in the same stage that it was moved to by the Move Next button.
    3. The operation must be performed in the same session as when the move was made. Moves made in a previous session cannot be undone using this method.
  • Import/Export:
    • Import:
      • Import Cat Requests (Single): the user can import a single .xml catalogue request that has been generated from a website or other media enquiry.
      • Import Cat Requests (Multi): the user can import a batch of .xml catalogue request that have been generated from a website or other media enquiry.
    • Export:
      • Order Status: creates an .xml file with the status of orders being processed throughout the system for export to websites.
  • Custom Reports: can be created for numerous purposes, for example thank you letters for orders, terms and conditions or promotional mailings. Please refer to separate Custom Reports documentation for details of:


See Also

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

Contact the Khaos Team