Weekly control of order validation in final invoice
Introduction
Regular monitoring of pending orders is essential to ensure smooth and compliant invoicing. Although Yoplanning automatically validates orders based on certain criteria, a weekly review can identify orders that have not been finalized for various reasons.
What is this feature for?
With this feature, teams that have subscribed to the "accounting" option can easily identify unfinished orders and avoid any delays in invoicing. A weekly check helps identify these cases and ensure efficient accounting management.
Steps to use this feature
Access the Orders menu: From the schedule, in the left menu, click on "Orders".
Define the period to be controlled:
Select the period for which you want to check invoice validation.
Tip: Choose the start date of your fiscal year as the start date and the end date as today's date minus the number of days predetermined in your settings for automatic validation.
Apply the necessary filters:
Activate the session date icon.
In the Reseller filter, select Without.
Add advanced filters:
Click on Filters.
In the Status filter, choose Not finalized.
Analyze the results:
The list will display all orders that have not been completed.
These orders require manual validation.
Directions for use
Regular Scheduling: Perform this check weekly to ensure all orders are validated in a timely manner and avoid delays in invoicing.
Unfinished Order Analysis: If some orders regularly reappear as unfinished, check if there is a recurring problem to resolve (missing products, incomplete information, etc.).
Common Problems and Solutions
Problem: Order blocked due to missing information Solution: Ensure all necessary information is present in the order (customer name, associated products/services, etc.). Check the unfinished items to understand the causes.
Problem: Error in session dates Solution: If you cannot find any results, check that the session dates are correctly selected in the filters.
By following these steps, you can ensure a smooth and complete invoicing process in Yoplanning.
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