Making the Invoice value of a Consignment required upon creation
Table of Contents
Purpose
An invoice value can be recorded on a Consignment to reflect the value of the freight moving on it. Optionally this can then be used for calculating the charges for that delivery (by charging a percentage of the Invoice). It can also be used within the Consignment Report as a field.
This field by default is not required, so it is at the discretion of the Customer creating the consignment as to whether this field is populated or not, this includes consignments being keyed in manually and those created by Parsers.
If you want this field to be required for a Consignment on creation, then there is a that can be enabled to enforce this. Please note as it is a Customer setting it will only be applied to the Customers you select.
To enable this setting for a particular customer
- Select Contacts in the main menu, then select Customers from the drop-down menu.
- Select the Customer you wish to force to enter an Invoice value.
- Once on the View Customer page, select Edit.
- Select the Invoice tab.
- Scroll to the bottom of the Invoice tab until to you find the option Invoice Value Required (When creating Consignments)
- Check the box to enable this setting.
- Finally, select Save.
- Now that the setting is enabled whenever a Consignment is created for this Customer an Invoice Value greater than 0 must be entered before the Consignment can be saved.