Create sales invoice for costs
Costs can not be stored in a warehouse. Costs are generated and consumed at the same time. It is therefore impossible to automate the invoicing for costs as for goods. Sales invoices (CIN) created from costs, need to be entered manually in the CIN application.
CINs for costs will always have location XXX and this can not be changed. This means that no items on an invoice for costs can be connected to a warehouse.
You can only select costs (articles with class X) and/or services (articles with class V) when adding items to an invoice for costs. No goods can be invoiced on a sales invoice for costs.
Create invoices directly from the Sales Invoice (CIN) application
To open the Sales Invoice (CIN) application, find Finance in the RamBase menu and then Receivables. Click Sales invoices to enter the CIN application.
Click Create CIN/.. icon in the lower left-hand corner of the window to create a new Sales Invoice (CIN).
Enter the customer account name, or click on the arrow icon next to the Account Name field to bring up the customer list. From the customer list, choose the desired customer and press ENTER.
Choose currency and click OK if the customer use several currencies.
Add data in the YourNo field and the YourRef field. Notice that most of the fields in the invoice heading are set automatically, due to strict supplementing of customer details in the CUS application.
Check that the information is sufficient.
Click on the Create new Item icon to bring up the Sales Invoice item window.
Add quantity in the Qty field.
Click on the arrow icon next to the Part field to bring up the Select Part popup.
Highlight the desired part and press ENTER.
It is possible to add a description in the Text field and a unit price for the Sales Invoice Item in the Price fields.
Optionally, click on the magnifier icon next to the AccNo field to enter the account number (AccNo), the department (DepNo), the VAT code and other relevant dimensions. This may be filled out by the system based on info set for the specific article.
If account number, department and other dimension are edited, click the OK button to return to the CIN Item popup.
If more articles are to be added to this invoice, press Page Down and repeat the procedure until the invoice is complete.
Press ESC to return to the CIN window.
Press F12 to open the action menu and choose the Register Sales Invoice option.
The CIN has now been registered in the accounting, been sent to the customer either printed or by e-mail and awaits payment.