To Create a document you must first create a WIP in POS. On printing an invoice, details are automatically extracted from the WIP and presented to you in two separate forms - single point invoicing form and single point invoicing details form. The information entered in these two forms is used to create the document (ie. invoices and credit notes) that are transmitted to DAF. You should add or amend any details within these two windows using the amend parts details form. Once completed, you can view the document in Manufacturer Systems, but cannot change details.
Note: Single point invoicing extracts details from a WIP that contains parts ONLY. WIPs containing both parts and labour are ignored. Submission of documents containing parts and labour should be dealt with in the normal way.
The WIP should be completed in the usual way, paying particular attention to the Customer Order Number and Registration fields, and the entry of payment codes on the Part details screen. The remaining fields on the WIP can be completed in the normal way.
Customer Order Number: A customer order number must accompany all documents submitted to DAF. If the customer order number is not entered on the WIP, you will be prompted to enter it after the invoice is printed and it will be written back to the WIP. Refer to Single point invoicing details form. It can be made compulsory for the user to enter an order number. This is determined within the sales ledger account record.
Registration: Enter the registration number or fleet number. As with the customer order number, you will get another chance to enter the registration (or fleet) number on invoicing but, in this case, it will not be written back to the WIP.
The Part details form is displayed when you search for a part number from the stock records form in POS. If the warranty/payment code is not entered on the Part details page of the WIP, you are given the opportunity to enter it on printing an invoice. However, it is not be written back to the WIP.
To create a document
On invoicing, you are presented with the Single point invoicing form in POS.
Note: If a document contains two lines with the same part number, a message is returned on transmission to DAF, alerting the user of a duplication. The document will NOT be rejected but should be checked for errors.
Payment codes can be retrieved using the scroll button. See Single point invoicing form in POS for further details.
Stock Impress VOR : (An impress order applies to situations where the dealer is recommending stock level top-ups to a customer and supplying parts.) On selection of an option, the Order type field will be automatically updated.
Re-edit: Returns you to the Single point invoicing details form.
Continue: Saves and holds the WIP. A document containing the fleet central billing details are created.
The document can now be viewed, batched and transmitted within Manufacturer systems.
Single Point Invoicing Form in POS
Using Single Point Invoicing in POS
