Staged Processing Issued

For the Other Action Menu options (press F9 or the Other Actions Menu on the Button Bar) see Sales Invoice Other Actions Menu.

The issued stages are an archive of all orders that have been issued over the last five financial periods, with the exception of the issued returns which covers all periods. Orders that are over five financial periods old will be archived within the system but can still be found on the [ Customer | Detail | Customer Service Tab | Sales Orders/Invoices ] screen.

If an order is split, i.e. part-shipped and a report is generated the system will print and invoice report for the issued parts of the order and the appropriate document for the remaining part of the order, for example proforma order.

The order of the quarters is based on the [ System Values | General | Defaults and Financial ] " Year End Month ], for example:

Example 1: If the system has been set with a Year End Month of 3 (March) with the standard financial year and today's date was the 1st April 2014 the following stage structure would be observed:

  • Current Q1 of the new financial period.
  • Q4: 01/01/2014 to 31/03/2014: the fourth quarter of the last financial year.
  • Q3: 01/10/2013 to 31/12/2013: the third quarter of the last financial year.
  • Q2: 01/07/2013 to 30/09/2013: the second quarter of the last financial year.
  • Q1: 01/04/2013 to 31/03/2013: the first quarter of the last financial year.

Example 2: If the system has been set with a Year End Month of 6 (June) and today's date was the 1st October 2014 the following stage structure would be observed:

  • Current Q2 of the new financial period
  • Q1: 01/07/2014 to 30/09/2014: the first quarter of the current financial year.
  • Q4: 01/04/2014 to 30/06/2014: the fourth quarter of the last financial year.
  • Q3: 01/01/2014 to 31/03/2014: the third of the last financial year.
  • Q2: 01/10/2013 to 31/12/2013: the second quarter of the last financial year.

Note: The position of any issued stage is NOT editable.

Current

All orders with the exception of returns that have been issued with a tax point of the current financial period will populate this stage. The tax point of an order within the system can be defined in one of two ways and is setup in [ System Operations | Edit System Values | Options | Invoice Management ] " Invoice Date based on when invoice was printed checkbox.

  • TICKED: the Invoice date is based on when the order was printed.
  • UNTICKED: the Invoice date is based on the orders delivery date.

Q4 ??/??/???? to ??/??/????

See example 1 & 2 in the Issued stages overview above.

Q3 ??/??/???? to ??/??/????

See example 1 & 2 in the Issued stages overview above.

Q2 ??/??/???? to ??/??/????

See example 1 & 2 in the Issued stages overview above.

Q1 ??/??/???? to ??/??/????

See example 1 & 2 in the Issued stages overview above.

Returns

All returns ever issued to the system will populate this stage.

Links to Stages in the Sales Invoice Manager

See Also


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