Sales Invoice
Exercise: Create a sales invoice to invoice 6 pieces of item A_G14KL to customer “MARY SMITH” (APCUST001).
To fill minimum required fields, follow the steps:
1. On the Navigation pane, select Sales & Marketing -> Sales Invoices.
2. Select +New. New “sales invoice card” will appear.
3. Expand General FastTab.
4. Press Enter to automatically update the “Sales Invoice No.” from no series.
5. In Customer No. field, select customer no: APCUST001- MARY SMITH.
6. Notice that other header information (i.e., Customer name, address) are automatically updated from customer card.
7. Expand Lines FastTab.
8. In the “Type” field, select “Item”.
9. In No. field, select, A_G14L (Metal Item).
10. In “Location Code” field select House.
11. In pieces field, enter 6.
12. Select Tax Group code.
13. To print sales Invoice, go to Actions -> Posting -> Test Report.
14. Print request form will appear, select appropriate options & Print report.
15. Now post the sales Invoice.
16. Select Posting -> Post. OR Actions -> Posting àPost.
17. Confirmation message will appear. Click OK.
18. The sales invoice is now successfully posted.
