Here are the different Options explained:

  • By Company Profile - Only lines for Companies with a company profile will appear subject to those lines being despatchedand any Invoice Date restrictions set. These will be grouped depending on the profile selected in the Company Record.

 

  • By Company Profile (Ignoring Despatch Status) - only lines for Companies with a company profile set, subject to any Invoice Date restrictions but ignoring the Despatched status of the lines. (Note that the Despatched Status is not ignored if Single Invoices by Fully Despatched Sales Order is selected)

 

  • Non Company Profile – Consolidated (All Available Lines) - merged invoices for all lines for each company ignoring despatch status.

 

  • Non Company Profile – Consolidated (Despatched Lines Only) merged invoices for all lines for each company for despatched lines only.

 

  • Non Company Profile - By Sales Order - Single invoices for each company by Sales Order ignoring Despatch Status.

 

  • Non Company Profile - By Sales Order (Despatch Lines Only) - Single Invoices for each company by Sales Order for Completely Despatched lines only (items not on a despatch note e.g. delivery charge would not be auto created on invoices created this way).

 

  • Non Company Profile - By Despatch Note - Single Invoices for each Company by Despatch Note.

 

  • Non Company Profile - Fully Completed Sales Orders - Single Invoices for each Company by Sales Order only where ALL lines on that Sales Order have been despatched.

 

  • All Available Lines Ignoring Any Profile Set - merged invoices by Company for ALL available lines irrespective of Despatch Status and any Company Profile set.