Procedure for voucher issue (Sales control sub-system, Purchase Control Sub-system)

Outline

This will explain the procedure for the issue of the vouchers in the [Sales Control Sub-system] (quotation, sales order voucher, shipping order voucher, bill of delivery, packing list, invoice, receipt, and credit memo) and the issue of the vouchers in the [Purchase Control Sub-system] (purchase order form, arriving voucher, purchase voucher). Issue methods of these forms are the same. This section will explain with the issue of a quotation as an example.

1. Screen Display Method

1. Select [Sales Control] → [Sales Order] → [Issue Voucher]
2. Select [Issue Quotation] from the menu.
   → The [Issue quotation] screen will be displayed.

2. Searching Conditions Entry

→To Menu Reference

1. Enter the voucher searching conditions.
   Enter the searching conditions in as much detail as possible to increase the searching speed.
2. Click the "Refer (X)" button.
   The object data will be listed and displayed in the [Spreadsheet].

3. Voucher Issue

1. Switch the "Issue" check box on for the issue data. When saving to file simultaneously with issue, also click on the "Save to file" check box and switch it on.
2. When issuing all the searched data, click on the "Set all (H)" button in the [Issue] and switch the issue check box on for all the data. When saving all the data to file simultaneously with issuing all data, click on the "Set all (J)" button in the [Save to file].
3. Click on the "Start (A)" button.
   This starts voucher issue.