\r
<section xml:id="invoice-blanket-order">\r
<title>Invoice and Receive Blanket Orders</title>\r
- <para>Create an invoice from the Purchase Order page and enter the amount billed/paid for the received shipment.</para>\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
+ \r
+<note><para>Invoices for <guilabel>Blanket Order</guilabel>items must be created from the <guilabel>Purchase Order Interface</guilabel></para></note>\r
\r
<procedure>\r
<step>\r
<informalfigure>\r
- <para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Purchase Order</guimenuitem></menuchoice>.</para>\r
+ <para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Purchase Orders</guimenuitem></menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of purchase order</alt>\r
\r
<imageobject>\r
- <imagedata fileref="media/create-new-purchaseorder-1.png" scalefit="0"></imagedata>\r
+ <imagedata fileref="media/purchase-search-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
<step>\r
<informalfigure>\r
- <para>Choose <guilabel>Ordering Agency,</guilabel>, enter the Purchase Order <guilabel>Name,</guilabel> and choose a <guilabel>Provider</guilabel>.</para>\r
+ <para>By default the search interface is set to search for on-order purchase orders created by your ordering agency.</para>\r
+ <para>If this is the search you wish to perform, click <guibutton>Search</guibutton>.</para>\r
+ <para><mediaobject>\r
+ <alt>screenshot of the Purchase Order Search</alt>\r
+ \r
+ <imageobject>\r
+ <imagedata fileref="media/invoice-blanketorder-posearch.png" width="100%" scalefit="1"></imagedata>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\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><mediaobject>\r
+ <alt>screenshot of purchase order</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>Click <guilabel>Create Invoice.</guilabel></para>\r
<para><mediaobject>\r
<alt>screenshot of purchase order</alt>\r
\r
<imageobject>\r
- <imagedata fileref="media/create-new-purchaseorder-1.png" scalefit="0"></imagedata>\r
+ <imagedata fileref="media/invoice-blanketorder-create.png" width="100%" scalefit="1"></imagedata>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step> \r
+ <step>\r
+ <informalfigure>\r
+ <para>Fill in the top section of the invoice. See <link linkend="invoice-details"> Invoice Details</link> for guidelines.</para>\r
+ <para><mediaobject>\r
+ <alt>screenshot of invoice</alt>\r
+ <imageobject>\r
+ <imagedata fileref="media/invoice-blanketorder-details.png" scalefit="0"></imagedata>\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
+ <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
+ <para><mediaobject>\r
+ <alt>screenshot of invoice</alt>\r
+ <imageobject>\r
+ <imagedata fileref="media/invoice-blanketorder-billed.png" width="100%" scalefit="1"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step> \r
+ <step>\r
+ <para>Enter an optional <guilabel>Title / Description</guilabel>.</para> \r
+ </step> \r
+ <step><informalfigure>\r
+ <para>Click <guilabel>Save</guilabel> to save the changes you have made.</para>\r
+ <para><mediaobject>\r
+ <alt>screenshot of invoice</alt>\r
+ <imageobject>\r
+ <imagedata fileref="media/invoice-blanketorder-saved.png" width="100%" scalefit="1"></imagedata>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\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
+ \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
<alt>screenshot of invoice</alt>\r
\r
<imageobject>\r
- <imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
+ <imagedata fileref="media/blanket.png" width="100%" scalefit="1"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r