| Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-220153 - Batch Invoice Creation Options: Multiple Tickets to 1 Invoice or 1 to 1 |https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-220153]
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-220153 - Batch Invoice Creation Options: Multiple Tickets to 1 Invoice or 1 to 1 |https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-220153]
Need a way to Batch Create unposted invoices.
Concerns:
* Need invoice preferences on customer profile. Options
** 1 invoice per ticket
** 1 invoice per day ( all tickets from one day on one invoice ) Tickets from a separate date would generate another invoice with all tickets on that date, etc...
** 1 invoice per Time of day. Example: all tickets from 12am on day 1 to 12am on day two would be on one invoice.
*** If no option selected, user will have option to select shipments and group them in to an invoice based on their selection
*** would need a break between each ticket on printed invoice for ease of viewing.
** Additional setting: Create separate invoices per Customer Location
*** would need to create separate invoices per customer Location that still abide by the above rules.
*Possible Solution*
+Option 1.+
Add a button in the Invoice screen called 'Add Invoice'. This will show up a search screen for all posted invoices (that are not yet paid) regardless of location (so long as that location is allowed for the user). User can select all invoices that he wants to consolidate with the currently open invoice.
Once the consolidated Invoice is Posted, it will cancel the old invoices that were selected and added to the consolidation.
This is easier to build.
+Option 2+
Build a utility screen that allows grouping/consolidation of posted Invoices (that are not yet paid). User can select invoices regardless of location or customer. If the user selects multiple customer, it will automatically group the invoices by customer. However, there will a checkbox called 'Group by Location'. This will allow the user to group the consolidation by user and by location.
This can take twice as much time to build than option 1.
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