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| <title>The Find Sales Invoices By Due Date help screen. |
| </title> |
| <para>This screen allows the user to search for and locate Sales |
| Invoices based on their due date. The 'Due Date' can be defined as the |
| last possible date that payments can be received for the invoice |
| without triggering late payment penalties. The 'Invoice Date' can be |
| defined as the date that the invoice was created and this is normally |
| based on when products were shipped or services were provided.</para> |
| |
| <para>NOTE TO CHECK: There appears to be a minor bug here as if the |
| Invoice 'Due Date' is different to the Invoice Date (eg. Invoice |
| Creation Date) then the Invoice Date is used as the Due Date in this |
| screen which I dont think is correct......</para> |
| |
| <para>A Sales Invoice may be due to be paid immediately or as in some |
| cases the customer is given a 'grace period' after which the invoice |
| is generated and becomes due. Examples of this include only generating |
| a customer invoice after a certain amount of time after the dispatch |
| of their order. (NOTE: There are several ways this can be achieved in |
| OFBiz including the use of agreements and billing accounts). |
| </para> |
| <para>This screen can be used to locate Sales Invoices as follows: |
| </para><itemizedlist> |
| <listitem><para>That will become due within a fixed timeframe (eg the next 5 |
| days)</para></listitem> |
| <listitem><para>That may already be overdue</para></listitem> |
| <listitem><para>That have been automatically generated by the system (eg as a |
| result of Agreements based on payment in 30 days etc....TO CHECK) |
| </para></listitem> |
| </itemizedlist> |
| <para>NOTE: See details from Jacopo below regarding future work |
| regarding Find Sales Invoice by Due Date and Find Purchase Invoice by |
| Due Date functionality:</para> |
| |
| <para>* The two links are used to search invoices' due dates for |
| payments - there are plans to add links to quickly create payments for |
| them etc. So they are somewhat in the middle between an invoice thing |
| and a payment thing. By the way, for now I will close this issue |
| because |
| the best spot to place them is in the AR and AP applications, |
| but there |
| is still a lot of work to do to make them usable. </para> |
| <section> |
| <title>How do I find a Sales Invoice by Due Date?</title> |
| <orderedlist> |
| <listitem><para>Press the 'Find Sales Invoices by Due Date' button</para></listitem> |
| <listitem><para>The Find Sales Invoices by Due Date screen is displayed</para></listitem> |
| <listitem><para>Enter the 'Organization Party Id' (eg. Normally this will be |
| Company)</para></listitem> |
| <listitem><para>Enter the 'Party Id' that the Sales Invoice (eg. Normally this |
| will be the Customer Party Id)</para></listitem> |
| <listitem><para>Enter a number in the 'Days Offset' field that represents the |
| number of in which the invoice will become due (eg If an invoice is |
| due to be paid in 5 days then enter 5 or greater)</para></listitem> |
| <listitem><para>Press the 'Select' button</para></listitem> |
| </orderedlist> |
| </section> |
| </section> |