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--- userdocs:travelwise:documents_management:invoice:issue_invoice_offer [2013/08/19 18:08]
dokuwiki_sync Updates for ver. 1.85.6 release + Multicurrency page
+++ userdocs:travelwise:documents_management:invoice:issue_invoice_offer [2015/06/05 02:22] (current)
dokuwiki_sync
@@ Line 3: / Line 3: @@
 To save offer or issue invoice it is required to add at least one product or a package, containing product(s).
-Use buttons in Payment Documents section to create invoice: {{:userdocs:order_payment_ducuments_section.png|}}
+Use buttons in Payment Documents section to create invoice:
+{{:userdocs:order_payment_ducuments_section.png|}}
 **Offer** is an invoice draft. It can be changed and deleted, it doesn’t have document number.
@@ Line 15: / Line 16: @@
 If you click **Offer** button you can issue offer or invoice.
 **Print/E-Mail Offer** is used to issue offer.
-The 'Print/E-mail options' opens in a separate box: {{:userdocs:invoice_print_email_offer_options.png|}}
+The 'Print/E-mail options' opens in a separate box:
+{{:userdocs:invoice_print_email_offer_options.png|}}
@@ Line 24: / Line 26: @@
 **Print/E-Mail Invoice** is used to issue invoice.
-The 'Print/E-mail options' for invoice opens in a separate box: {{:userdocs:invoice_print_email_invoice_options.png|}}
+The 'Print/E-mail options' for invoice opens in a separate box:
+{{:userdocs:invoice_print_email_invoice_options.png|}}
 From 'Print/E-mail Invoice' options you can set the same as for offer:
@@ Line 41: / Line 44: @@
 {{:userdocs:invoice_print_email_invoice_options2.png|}}
 ===== Manual creation of invoice line =====
@@ Line 49: / Line 51: @@
   - Choose a supplier for selected product from the dropdown list (these suppliers are taken from product profile: Tools -> Products. If there is only one supplier linked to the product – it will be filled automatically).
   - Text is filled in automatically by product name as soon as a product code selected. This text can be edited and actual text will be displayed on invoice preview or on printed/sent invoice.
-  - It is possible to link documents to the invoice line. It can be manual documents or existent vouchers (for example if you already have segment with issued document in the order). How to link a document to an invoice line: {{:userdocs:invoice_document_list_adding_vouchers.png|}}
+  - It is possible to link documents to the invoice line. It can be manual documents or existent vouchers (for example if you already have segment with issued document in the order). How to link a document to an invoice line:
+{{:userdocs:invoice_document_list_adding_vouchers.png|}}
     - Internal voucher (issued in TravelWise):
       - Put a tick in front of those voucher numbers which you want to link to invoice line (you can link several by once)
@@ Line 61: / Line 64: @@
-===== Obligatory information for invoice =====
+===== Required Information =====
 {{:userdocs:invoice_obligatory_fields.png|}}
+==== General Notes ====
+  * //Due Date// can be changed manually before Invoice issue. If done by user, then red //'(M)'// sign in front of the field reminds about that.
+  * //Destination// identification logic: a general rule is that segment with the longest stays is a destination, but if all stops are shorter than 24hrs, then arrival of last segment is a destination.
+  * //Flight segments// are sorted by //PNR// (no matter what the pax count is) and then by the earliest //departure date//.
+  * //Date// format is defined by the [[userdocs:travelwise:getting_started:settings:company_settings:brands?s[]=company&s[]=settings#culture|culture locale]].
+===== Additional Information =====
+===== Customer Info =====
+==== 'Att' field ====
+//Att// - means attention, i. e. a person to be contacted from the customer' side regarding invoice.
+{{:userdocs:travelwise:documents_management:customer_att.png|}}
+//'Att'// field becomes completed automatically according to priorities:
+  - from corresponding field in a Customer profile;
+  - from corresponding field of the Order form, but only if in Customer profile that field is empty.
+===== Flight Remark =====
+[[userdocs:travelwise:getting_started:settings:company_settings/report_labels?s[]=company&s[]=settings&s[]=labels#specific_labels|Read more...]]
+====== Offer Cancellation ======
+Offer status is controlled by //F3// key (like for the segments).
+  * //Cancelled Offers can never be deleted// and are marked with a red color.
+  * Status change is made with pointing the reason, which text is loaded from //Tools -> General Data -> Offer/Invoice -> Offer Cancellation Reason//.
+{{:userdocs:travelwise:documents_management:invoice:cancel_offer.png?nolink|}}
+User story: //'There is a strong need for group departemant to have possibility to cancel offer. For example, they made 3 offers with different airlines/pnrs and sent them to customer. Customer selects one, and this turns into invoice one day. The other 2 become not relevant, but contain remarks, deposits/liability and etc. which tangles with relevant remarks and it is hard to see e.g. how customer should prepay the offer, etc. Meanwhile they don't want to delete it, bevause it keeps history of what was the offer, etc.. they even would like to gather statistics on this to negotiate with airlines, e.g. to have history on how many offers were cancelled and why.'//
+====== Offers in the Total Sum of Order ======
+Offers (active or cancelled) are counted or not in the whole Order sum depending on below selection:
+{{:userdocs:travelwise:documents_management:invoice:inv_lines.png?nolink|}}
+  * //All// - default, sum of all Invoices and Offers (with any status);
+  * //Invoices only//  - sum of counts Invoices;
+  * //Invoices// and Active (OK) //Offers// - sum of Invoices and not cancelled Offers.
+**Note**
+Last selected value is stored in a user's profile.

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