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training:blockandmove1001150927

Problem Description

How can I bill for items on a workorder that have been filled when other items on the workorder have not been filled yet?

Solution

Use the Block and Move Feature to take all shipped items into a child invoice which can be flipped to an A type invoice allowing billing, and if there's a deposit in the work order invoice, there's a need to enable an option in the Setup Tools>Setup Wizard>Invoice Settings>Options 1: Limit block and move payment min/max.

If you want to delete the original items from the parts list on the work order, since these items once transferred will have a quantity of zero. enable the option in Setup Tools>Setup Wizard>Invoice Settings>Options 1: Move Invoice Lines when blocking and Moving.

Note: this article is also publicly available at http://wiki.wws5.com/share/blockandmove1001150927.html

blockandmove1001150927.flv

Created by mary jane robosa at 15/01/2010 1:48:13 PM

training/blockandmove1001150927.txt · Last modified: 2013/08/01 14:58 by pwright