VISION ERP – Training

382-Invoice in NS from VSM Request                                                                          Nov 5, 2018 Revised March 6, 2020

 

NetSuite

Refer to SOP 381 for previous steps.

  • On Global Search paste the SO from the Request just completed on VSM

 

  • Open SO and verify that all charges are correct.
  • If any correction is needed, edit the SO and make corrections.
  • Save
  • Bill Remaining
  • Invoice to be created.
  • Save
  • Note: Most delivery SO will bill automatically when these 3 conditions are present: Number of parts, Subtotal and qty in NS matches the subtotal of the CBD. On those cases the SO will indicate “Billed” and an invoice has been created.

 

 

Important: If this invoice comes from an “Installation” request, do not forget to go back to original Sales Order (the one created by the Salesperson) and invoice it.