READY TO INVOICE
The 4 things required for a standard to pull on the daily "ready to be invoiced" report
What is
-tracking and ship date
-not tagged DS
-if ppd/add, freight on page 4
-not on hold
The ideal number of times you should be pulling and going through your open SO report each month
What is at least once a week?
The length of time that an order can be on hold for any reason
Approximately a week.
A document usually provided by the vendor that should be used to make sure everything is correct prior to shipment
The order acknowledgement
The place where the training videos can be found
What is the M drive?
The note that is added to drop ships after we have the vendor invoice
What is
DS FRT =0 VENDOR INV 90418156 COLL KG 3/15/24
See example 5
The processes of "going through" the open SO report includes...
What is... update promise dates, update what is on hold and make necessary updates, add freight to orders with tracking, get rid of everything in red
The reasons we would use a project billing
Customer doesn't have a high enough credit limit for the whole order, it is a high $ order, the customer wants project billing, or the vendor is requiring project billings
The time that a high dollar * should be added to the part number entry sheet.
The universal way, at Dykman, to get information across to everyone who needs it.
What is Sage? See example 6
The requirements for a void to be processed
What is... the same as to pull on the "ready to be invoiced" report
-void in tracking
-not tagged DS
-can't be ppd/add
-not on hold
-good explanation
-PO voided
The location in Sage of the open SO report.
What is under sales order- custom reports? Best one is the Open order by Division?
A zero cost item was given to the customer. Name the basic process
Has to be on an SO. Add notes that it is $0 NON-INVENTORY. Leave untagged. It will be tagged at invoicing
One thing in the PO that holds up both sides of the accounting process
The shipping terms being left blank
In example 4, before this was emailed on, what was the giveaway that accounting needed the vendor invoice?
No comment. DS FRT =0 VENDOR INV 90418156 COLL KG 3/15/24
The thing that triggers a drop ship to be invoiced
What is the vendor invoice? See example 5
Email RaShaun and Loria and tell them what you updated the date to so they can update the dates on the orders that go with those project billing lines
The factory is giving Dykman a free item and we are then giving it to the customer. Name the basic process
$0 PO and SO. If standard, make sure it will pull on the daily report. This is one time that it is ok to untag the drop ships, make sure the PO is referenced. Make really good notes that it is free
What is holding up invoicing in example 1?
Freight hasn't been added
What is the difference between someone at a Dykman branch doing labor vs the service team doing labor?
The process in Sage. There will be a cost associated with the service team.
The service department did labor. Name the process for when Loria knows it is ready to invoice
Tracking, DYKSVC part number is showing on hand qty. Dollar amount has been added to the unit price
What is the bookings report based on?
Promise dates
A customer needs a part that we do not have in stock, but is part of a stock item. The part is robbed from the stock item. Name the basic process
SO with that part number as an *. Stock item put on hold SO. Enter PO for the part to restore stock item. Reference PO on SO with part and the hold SO
The customer returned product before the SO was invoiced. Between example 2 and 3, which is correct?
Example 3
The order you want invoiced is on accounting hold, your next step is...
Check notes. See if we are waiting for vendor invoice. Email accounting to see what is needed. NEVER TAKE IT OFF ACCOUNTING HOLD