Introduction
The Estimate function is an important part of the Finance module and must be used correctly to ensure that all invoices are recorded in the correct reporting period.
An estimate is in IndiCater when an order has been booked off and a credit note estimate will also be created if requested by the user as a result of an item not being received.
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You will need to manually convert estimates if you are receiving invoices from your suppliers outside of the IndiCater system, ie not through EDI
Assumptions
You have created estimates through the booking off process or have manually entered them in the finance module.
Where to find this
Outlet Finance > Purchasing
Set-by-Step Guide
- If you have suppliers sending electronic invoices, you may have invoices that need approval in which case you will see this box when you go to Purchasing. Click Continue to bypass this task and get to the Estimates section.
- Once you have the below view, click Estimates.
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