Creating a sales invoice using Control Desks

You can use the Control Desks functionality to create a Sales Invoice.

From SunSystems select Sales Order Inquiry (SOQ). This displays the selection form which enables you to define the selection criteria. For example, Status, Sales Invoice Id From and To, Customer Code From and To, Order Date From and To, depending on your system setup.

Once you have entered your requirements click OK. The Sales Order Control Desks results form is displayed showing all available transactions which match your selection criteria.

Highlight the required line(s) and select Action > Review.

Select the required batch program, such as, Generate Sales Invoices, Generate and Print Sales Invoices, or Print Sales Invoices.

Note: An invoice must be generated before it can be printed.

Sales invoices are created from the information on the sales order line. The sales invoice transaction reference and report layout are defined on the Document Format.

Note: The control desk filter can be defined to go straight to one of the batch programs rather than to the results form, if required.

The Generate Sales Invoice Batch Parameters form is displayed, as when generating an invoice from order entry.

You can also create Consolidated Sales Invoices using the Sales Order Control Desk.