This section displays the transactions for invoicing based on the Filter Options selected.

Tran Type
This is to assist in understanding the source of this transaction. Valid types are
POPurchase Order (allows drilldown)
JTTITime transaction
JTDIDisbursement transaction
JTPUPurchase transaction (allows drilldown
JTSTStock transaction
JTPLPlant transaction

Date/Activity/Description
These details of all selected transactions are displayed.

Qty
The quantity value held against the cost transaction (e.g. hrs). This value can be edited for invoicing purposes. Note that reducing the Qty to be invoiced from say 10 to 6 does not retain the remaining Qty of 4 for later billing. A transaction can only be billed once. The effect of this example would be to have costs associated with 10 hours but revenue from billing only 6.

Sell Rate
This Sell Rate defaults to the Retail value calculated for this transaction from the system setup at the time the transaction was entered. This rate can be edited at the time of invoicing, and the edited rate becomes the new Sell Rate on the transaction.

Sell Value
This is the extended value of Qty x Sell Rate

Future
If the transaction is a future dated transaction, through having a date later than the Invoice To date or through not having been previewed, it is flagged as Future for clarity. This is a Read Only display

Previewed
If the transaction has been previewed, it is flagged as such for clarity. This is a Read Only display

Invoiced
If the transaction has been invoiced on this invoice, it is flagged as Invoiced for clarity. This is a Read Only display. This is used when drilling back into an invoice to perhaps add some further transactions to the invoice. This display makes clear what transactions are already included in this invoice.

Margin
The sales margin on this transaction, based on its cost and the displayed Sell Value

Transaction Options
The following radio buttons dictate behaviour for each transaction.
Click on any of the labels and the displayed data will sort in selected order
The radio button under each of the labels provides an 'All' selection option to say Defer all of the displayed transactions.

Inv
Indicates this transaction is selected to be in this invoice. By default the system assumes all transactions will be invoiced, defaulting to this option selected on opening the screen

Defer
Defer this transaction to be invoiced on a later invoice. This is a manual process. Once deferred it will need to be manually changed from Deferred to Inv when preparing for inclusion in this later invoice

Write Off
Write Off this transaction. The transaction will not be billed on this invoice, and it will be given a Sell Rate and Sell Value of 0.00 so as not to be billed at a later date. It will be flagged as written off against this invoice number.

If the Control parameter 'Force Write Off reason' is set to Yes the user will be forced to enter a Reason Code and Reason for this write off.

Uninvoice
Selecting one or more transactions to Uninvoice, and then clicking the Confirm Sales button, will remove these transactions from this invoice, and make them available for reinvoicing on this or some later invoice.

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