september 14, 2012 invoice system
TRANSCRIPT
September 14, 2012 INVOICE SYSTEM
1 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
1. Login to Invoice System
2. Select Division/Branch
Figure 1
To create new Invoice
a. Select Template name to apply (figure 1), or
b. Enter Customer Code (figure 2), and/or
c. Enter Job Number (figure 1)
Division/Branch Menu Buttons
Job
Number
Template
Estimated
cost panel
Revenue
panel
Invoice No
September 14, 2012 INVOICE SYSTEM
2 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
Figure 2
3. Enter
a. Revenue in the revenue panel (charge code, revenue currency code, quantity,
unit price, line number and remark ),
b. Cost in the estimated cost panel (pay to, cost currency code and estimate cost
amount) - Figure 1 and Figure 3
4. Click Save button (figure 3)
September 14, 2012 INVOICE SYSTEM
3 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
Figure 3
5. Repeat step 3 and 4 for additional charges
6. To print Invoice, click Print Button
7. Refer Appendix I for sample Invoice
To Edit Invoice
8. Enter the Invoice Number to edit and press Enter (figure 4), or
9. Click the Search Invoice Button to bring up the look-up menu and double click on the
selected column row to select (figure 5)
Save button
September 14, 2012 INVOICE SYSTEM
4 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
Figure 4
Figure 5
Invoice No & Search button
Billing
items
Look-up
menu
September 14, 2012 INVOICE SYSTEM
5 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
10. Select the billing items to edit (figure 4)
11. Make changes to the data in the revenue panel and estimated cost panel
12. Click Save Button
To Print Invoice Attachment
13. Click on the Report Tab (figure 6)
14. Click OK button
Figure 6
15. Report will be loaded in the datagrid (figure 7)
16. Right-click on the top right-hand corner to the datagrid
17. Click Copy Data with Header
September 14, 2012 INVOICE SYSTEM
6 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
Figure 7
18. Open up EXCEL
19. Paste the copied data to the EXCEL sheet
Copy
data with
Header
September 14, 2012 INVOICE SYSTEM
7 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
To Delete
20. To delete a billing item, right click on the select column row to call up the delete pop-up
menu (figure 8)
21. Click Delete this Record (figure 9)
Figure 8
September 14, 2012 INVOICE SYSTEM
8 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
Figure 9
22. To delete the whole Invoice, click the Delete Button
Delete
Pop-up
menu
September 14, 2012 INVOICE SYSTEM
9 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
To capture estimated cost without billing
23. Select Division/Branch
24. Click Estimated Cost menu button (figure 10)
Figure 10
25. A pop-up menu is displayed
26. Enter cost details
27. Click Save button
Estimated
Cost Menu
Pop-up
menu
Save
button
September 14, 2012 INVOICE SYSTEM
10 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
To reprint posted Invoice
28. Select Division/Branch
29. Click on Report Tab
30. Enter Invoice No to reprint
31. Select Invoice Attachment
32. Click Ok button
33. Double-click on Inv No column
Figure 11
Note: For Total Logistic Invoice, both format will be printed simultaneously.
You may also print Job No but double-click the Job No
Report
tab
September 14, 2012 INVOICE SYSTEM
11 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
Standard Costing (for local invoice only)
34. Standard costing applies to Charge Codes bearing Prefix PRT, SHPP, CHG, HLG and GST
(if there are no cost yet at the time of data entry)
35. The cost shall be auto insert by default to follow the Revenue amount, subject to change by user
whenever applicable (Figure 12)
Figure 12
Auto
insert
from
revenue
to cost
September 14, 2012 INVOICE SYSTEM
12 Copyright iT@SCO 2012 All Rights Reserved Revised on 28/11/2012
Appendix 1