Why:
A surcharge invoice proposal gives details of all outstanding surcharge records - i.e. those where the old units have not been returned before the expiry date.
Where:
From the Part View or Part Order View, select Actions > Surcharges > Invoice Proposal. This will display a Work with Surcharge Invoice Proposal window.
How to Use Surcharge Invoice Proposal:
The Invoice Proposal window lists all surcharge invoice proposals already created. These proposals remain until the option to 'Generate Invoice' is selected or the proposal is deleted.
To create a new proposal select File > New. Alternatively select the “New” icon. This will display a Create Invoice Proposal window. Input the required selection criteria and click OK. Leaving the customer blank creates proposal for all customers.
The proposed surcharges will be listed in the proposal window and can be opened, amended or deleted. This then creates a Surcharge Invoice Proposal Report.
To create invoices for the proposals select Actions > Generate Invoices.
Enter Parts Person ID then select OK. This will generate invoices for all surcharges in the proposal. If there are surcharges that you don't want to invoice they must be deleted from here prior to this action.
A Surcharge Order Creation report is then created.
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