Ask Jebin – “In advance of” settings

Ask Jebin – “In advance of” settings

Hello,

There are 4 settings that I personally call as “In advance of” settings.  Here, let me list it out for you with a snapshot of what it does.

1) Invoice in Advance of Fulfillment

The setting is found under Setup -> Accounting -> Accounting Preferences -> Order Management -> Invoicing.

Checking this box allows you to invoice your customers for the full amount prior to the complete fulfillment of an order. With this preference, you can invoice your customers in advance for an entire order that is shipped in parts.

Clearing this box limits the quantity fulfilled to the quantity remaining on the fulfillment.

So it’s like this. If you have this option enabled, you get to Invoice your order, prior to fulfilling it
If it’s disabled, the Invoice button disappears. You need to fulfill the order in order to invoice it.

2) Bill in Advance of Receipt

The setting is found under Setup -> Accounting -> Accounting Preferences -> Order Management -> Receiving.

This option allows the user a choice to bill purchase orders before they can receive them.

If the option is enabled, you get to raise a Bill against the Purchase order.


If it’s disabled, you have to receive the order first and then you need to Bill

3) Refund in Advance of Return

This setting is applicable to Customer returns.

The setting is found under Setup -> Accounting -> Accounting Preferences -> Order Management -> Returns.

Enabling this preference allows the user to permit a purchase to be refunded before the item is returned.

Prior to enabling the setting, your Return Authorisation would look like this,

After enabling the setting, you get the option of raising a refund even before you receive the item(s).


4) Credit in Advance of Vendor Return

This setting is applicable to Vendor returns.

The setting is found under Setup -> Accounting -> Accounting Preferences -> Order Management -> Returns.

Checking this box allows the user to enter vendor credit for the full amount of the return prior to the complete return of an order.

With this preference, you can enter vendor credit in advance for an entire order that is returned in parts.

Prior to enabling the setting,

After you enable the setting,


Well, I hope the above helps. Do try it and see how it goes.

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