\r
<step>\r
<informalfigure>\r
-<para>The invoice will open in the same tab and the line items will added to the invoice.</para>\r
+<para>The invoice will open in the same tab with the selected line items attached.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
+ <step><para>Click <guilabel>Save.</guilabel></para></step>\r
\r
</procedure>\r
\r
<section xml:id="invoice-blanket-order">\r
<title>Invoice and Receive Blanket Orders</title>\r
<para>Blanket orders allow staff to invoice an encumbered amount multiple times, paying off the charge over a period of time.</para>\r
- <para>You must first <link linkend="create-blanket-order">Create a Blanket Purchase Order</link> the following instructions are for <guilabel>Invoicing and Receiving</guilabel> Blanket Order items.</para>\r
+ <para>The following instructions are for <guilabel>Invoicing and Receiving</guilabel> Blanket Order items.</para> \r
+ <para>You must <link linkend="create-blanket-order">Create a Blanket Purchase Order</link>before you create an invoice for Blanket order items. </para>\r
\r
<note><para>Invoices for <guilabel>Blanket Order</guilabel>items must be created from the <guilabel>Purchase Order Interface</guilabel></para></note>\r
\r
</step>\r
<step>\r
<informalfigure>\r
- <para>Click on the hyperlinked Purchase Order <guilabel>Name</guilabel> to open the Blanket Order.</para>\r
+ <para>Click the hyperlinked Purchase Order <guilabel>Name</guilabel> to open the Blanket Order.</para>\r
<para><mediaobject>\r
<alt>screenshot of purchase order</alt>\r
\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
- </step> \r
- <step>\r
- <para>The <guilabel>Fund</guilabel> will have auto-populated with the <guilabel>Fund</guilabel> used on the <guilabel>Purchase Order.</guilabel></para>\r
- </step> \r
+ </step> \r
<step>\r
<informalfigure>\r
<para>Enter the amount billed into the <guilabel>Billed</guilabel> field. The <guilabel>Paid</guilabel> field will auto-fill to match.</para>\r
+ <itemizedlist>\r
+ <listitem>\r
+ <para>The <guilabel>Fund</guilabel> will have auto-populated with the <guilabel>Fund</guilabel> used on the <guilabel>Purchase Order.</guilabel></para>\r
+ </listitem>\r
+ </itemizedlist>\r
<para><mediaobject>\r
<alt>screenshot of invoice</alt>\r
<imageobject>\r
</step>\r
<step><para>Click <guilabel>Close</guilabel> to close the invoice. Funds will change from encumbered to spent.</para></step>\r
</procedure>\r
-<note><para>Blanket Order items do not need to be <guilabel>Marked as Received</guilabel>as these charges are not linked to Acquisitions line items.</para></note> \r
+<note><para>Blanket Order items do not need to be <guilabel>Marked as Received</guilabel> as these charges\r
+ are not linked to Acquisitions line items.</para></note> \r
\r
\r
<simplesect xml:id="complete-blanket-order-invoice">\r
<title>Finalize Blanket Order</title>\r
- <para>When the final shipment arrives, staff select the <guilabel>Final Invoice for Blanket Order</guilabel> option on the invoice screen to mark the PO as received and drop any remaining encumbrances to $0.00.</para>\r
+ <para>When the final shipment arrives, <link linkend="invoice-blanket-order">Create an invoice</link>. Select the\r
+ <guilabel>Final Invoice for Blanket Order</guilabel> checkbox to mark the Blanket\r
+ Purchase Order as <guilabel>Received</guilabel> and drop any remaining encumbrances to $0.00.</para>\r
\r
<procedure>\r
+ <step><para><link linkend="invoice-blanket-order">Create an invoice from the Blanket Order PO</link></para></step>\r
+ <step><para><link linkend="invoice-details">Complete the Invoice Details</link></para></step>\r
<step>\r
<informalfigure>\r
- <para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Open Invoices</guimenuitem></menuchoice>.</para>\r
+ <para>Check the<guilabel>Final Invoice for Blanket Order</guilabel> checkbox.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoice</alt>\r
\r
<imageobject>\r
- <imagedata fileref="media/blanket.png" width="100%" scalefit="1"></imagedata>\r
+ <imagedata fileref="media/invoice-blanketorder-finalized.png" width="100%" scalefit="1"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
+ <step> <para>Enter the amount billed into the <guilabel>Billed</guilabel> field. The <guilabel>Paid</guilabel> field will auto-fill to match.</para></step>\r
+ <step><para>Click <guilabel>Save</guilabel> to save the changes you have made.</para></step>\r
+ <step>\r
+ <informalfigure>\r
+ <para>Click <guilabel>Close</guilabel> to close the invoice. The Purchase Order will be marked as received and any remaining encumbrances set to $0.00.</para>\r
+ <para><mediaobject>\r
+ <alt>screenshot of invoice</alt>\r
+ \r
+ <imageobject>\r
+ <imagedata fileref="media/invoice-blanketorder-poreceived.png" width="100%" scalefit="1"></imagedata>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+ \r
+ \r
</procedure>\r
</simplesect>\r
</section>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
- <step><para>A pop up window will appear</para></step>\r
- <step>\r
+ <step><para>A pop up window will appear</para>\r
+ <para><itemizedlist>\r
+ <listitem>\r
+ <para>Verify the correct<guilabel>Ordering Agency</guilabel> is selected.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <para>Enter a Purchase Order <guilabel>Name</guilabel>.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <para>Enter the<guilabel>Provider</guilabel>.</para></listitem>\r
+ </itemizedlist>\r
<informalfigure>\r
- <para>Verify <guilabel>Ordering Agency,</guilabel> enter a Purchase Order\r
- <guilabel>Name</guilabel> (optional) and choose the\r
- <guilabel>Provider</guilabel>.</para>\r
<para><mediaobject>\r
<alt>screenshot of purchase order</alt>\r
- \r
<imageobject>\r
<imagedata fileref="media/blanketorder-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
- </step> \r
+ </para></step>\r
<step><para>Click <guilabel>Save</guilabel>.</para></step>\r
<step>\r
<informalfigure>\r
<step><para>Click <guibutton>Save New Charges</guibutton></para></step>\r
<step>\r
<informalfigure>\r
- <para>Click <guibutton>Activate</guibutton></para>\r
+ <para>Click <guibutton>Activate Order</guibutton></para>\r
<para><mediaobject>\r
<alt>screenshot of blanket purchase order</alt> \r
<imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
- <step><para>Click the Purchase Order <guilabel>Name</guilabel> from the search results.</para></step>\r
+ <step>\r
+ <informalfigure>\r
+ <para>Click the hyperlinked Purchase Order <guilabel>Name</guilabel> in the search results.</para>\r
+ <para><mediaobject>\r
+ <alt>screenshot of purchase order search results</alt>\r
+ \r
+ <imageobject>\r
+ <imagedata fileref="media/invoice-blanketorder-posearch-1.png" width="100%" scalefit="1"></imagedata>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step> \r
<step>\r
<informalfigure>\r
<para>The Purchase Order will be displayed on screen.</para>\r