- [Instructor] The orders have gone out to Huli Pizza,
and now we'll build them for all these tablets and servers
using invoices.
Like the other marketing documents we've used,
invoices contains similar information
to a delivery document.
I'll start by finding the open delivery documents.
So let's go over here to Sales,
and we'll go to Open Items List,
and I'm going to change the sales orders here.
All right, so we have our delivery documents here,
and they can be in whatever order we want.
I'm going to do a double-click on Doc Number,
twice, so I have them up on top here,
and we can see them easily enough.
And I'm going to start with 1162 here...
was the 10 tablets to Indianapolis.
All right, so I have a delivery document,
and it works the same way
as everything else we've done so far,
is you pretty much just go to Copy 2,
and this time, we're going to go to our AR invoice,
and that pulls up the AR invoice.
Again, all filled out, everything is in place,
just like the delivery document
and just like the sales order before it.
In fact, you can see the whole string of things right here.
We've got a freight amount,
we've got our total amount, and all the other stuff.
And we can check all the other pieces here, like logistics,
and make sure it's going in the right place.
Yes, it is.
We've got FedEx as a shipping type.
We've got a tracking number.
We've got everything in place now.
The only thing I haven't done yet,
which I'm going to go over here to Contents,
is I haven't set any taxes.
So let's go take care of the tax issue.
And I can just hit the circle here
and pick up what I'm going to do.
In this case, I'm going to use an exempt tax rate for this
and then go to the bottom and hit Add,
and I've now invoiced.
And it says, "Tax code is not defined for freight."
So we've got to go into the freight
and actually define it here too.
And so here's the tax code,
and I'm going to do that as exempt.
So make sure you get all of your taxes in correctly,
because everybody loves their taxes.
And now let's try to add this.
We get the "Cannot change your document,"
which means, of course,
the delivery document now will be closed,
and I'm going to to say yes and continue.
And the operation completely successfully,
and we have billed our first bill to Huli Pizza.
Now let's do the next one.
And I'm going to again go ahead and just close up AR Invoice.
I'm going to close up this delivery,
and do it the exact same way here
for Huli Pizza Carpentaria, which is the one on top here.
So I'm going to go ahead and click
on the Huli Pizza Company Carpentaria,
and we get the delivery document again.
I'm going to go back down here to Copy To, AR Invoice,
and then up comes the invoice.
I can again go through all those checks that I did before
and check the logistics.
That's all looking good.
And I can check the accounting,
make sure I've got the right payment terms, which we do.
I can go over here to Contents, put in some tax codes,
which we've got California we're going to be looking at here,
since they are in California.
And I could actually type in a C,
and so there's only one C in there.
It searches and finds it, so that worked fine for that.
We'll need to do the same thing for the freight.
So let's do a tax on the freight and update that.
Okay, and now we're ready to add.
And so I can go ahead and I can add this invoice.
It says "You cannot change this document
after you've added it."
Okay, that's again, we talked about the delivery document,
but we're going to go ahead and do that, and that one's done.
All right, one more to go.
So I'll close this up again, and we've got one more,
which is this big one here.
However, I'm going to do this one a little differently.
I'm going to close this up,
and I'm actually going to go into the invoice,
and you can do this backwards, which I have yet to do.
You can go into the AR Invoice.
I can type a customer name.
So let's go to Huli Pizza Company.
And once you have a name in a marketing document,
you'll also get the Copy From button down here,
and you can click on that
and pick where you're going to copy from.
I'm going to copy from Deliveries.
It shows me that there's one open order, which is that 1163.
I'm going to click on that one and choose it.
It's then going to ask me for some things about the document,
about exchange rates on top if that's an issue,
if I'm going to draw all the data,
or I'm going to customize what data.
I'm just going to draw everything, so that's fine.
And hit Finish.
And that populates the invoice that way, too.
So you can use Copy From
if you want to do it that way as well.
So that's now set,
and we can go through the same process again,
checking our logistics,
making sure our locations are correct.
We can go to Contents, set up some tax codes,
and I'm going to make these exempt, just to speed things up.
And I'm going to do another E,
and now we can go down to the bottom,
and we'll do a FRAX tax for freight.
I'll do E for tax for that. Okay.
And now we can hit OK here.
We've got everything figured out
with all the different rates and stuff that we needed to do.
And I can go ahead and add this one.
Again, it's talking with the delivery document.
Even when we don't have it up,
it's still got to go back and change.
So go ahead and hit Continue, and that's Yes.
And we have now... have all those documents in place.
I'll actually go to the last one here,
and you can see that whole chain
that we've been talking about with the relationship map.
And so we've gone from a sales quotation to a sales order
to a delivery to an AR invoice.
You'll notice there's these little locks up on top,
and as you can see, it says Closed,
and over here it says Open.
So that means that this is the open document,
and it's just been copying from one to the next to the next,
as we've gone through this.
So I'm going to go ahead and hit OK here.
And you've now seen all that.
We now have our invoices printed and sent.
We now wait for our money to arrive.