Introduction
Booking Off is the process when the user confirms that the items received from the supplier match against the order placed, this process creates an estimate or an invoice in the Finance Module. It may also be referred to as good receipting.
Assumptions
- That an order has been placed and received.
- That there is a Purchase Order
- The client has the Book Off and Convert to Invoice option activated.
- The Gatekeeper has set the required option on amending the delivery quantities and value amounts: there are two options on how to book off and each outlet will have a set mode to book off.
- The client has the late invoice date option activated.
Where to find this
Outlet: StORM > Requisitions
Step-by-step guide
Navigate to the Requisitions Dashboard:
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