Sales Order Processing Help
If you create documents in the Delivery, Invoice or Credit command on the Action menu associated with the Processing form, you can enter a quantity for each stock item even if you do not physically have the stock items available. As soon as you post the transaction, the stock quantity is processed immediately.
Please note the following in respect of progressing sales orders to delivery notes:
You can edit a sales order's header and detail lines beforehand if required.
You can change the delivery quantity for each order line (including both under-deliveries and over-deliveries). This is not possible if you progress documents, quotations and proforma invoices to a delivery note.
If the P/O option is selected on an order line:
You are warned if the delivery quantity is more than the quantity received from your supplier. The suggested delivery quantity is either purchase order quantity or the quantity ordered by the customer, whichever is the lower.
If the purchase order has not yet been posted, the suggested delivery quantity is zero.
Traceable stock only applies if you have the traceability feature activated. If you need to process stock records that are traceable by serial or batch numbers, refer to the Traceability section within the Stock module documentation for information.
If a source document - like a sales order - includes goods items that use Reverse Charge for goods VAT codes but the value of the available quantity that can either be delivered or invoiced is less than the HMRC de minimis level, a message is displayed informing you to change the VAT code to a non Reverse Charge code. If you must part deliver or invoice the document you need to either:
Edit the sales order in the Order command and change the order quantity to what can be delivered, and the VAT code to a non Reverse Charge code. Then save the order and Progress it to a delivery or invoice. You will need to create another sales order line to make up the difference.
Receive additional stock from your supplier before progressing the document.
You can use Reverse Charge for goods VAT codes on credit notes even if the goods value is below the de minimis level. This means you can return any items that are subject to Reverse Charge accounting to a supplier regardless of the value of the items you are returning. What's Reverse Charge Accounting for goods?
To account for a service provided to an EC customer that falls under the Reverse Charge provisions, use a zero rate VAT code which has been set up to update box 6 on the VAT Return and also update the EC Sales List. What's Reverse Charge Accounting for services?