This fact sheet explains the different scenarios that occur when using the Book Off and Convert to Invoice function in Orders Outstanding, StORM.

The week your invoice will appear in depends on a number of criteria such as whether the week is closed.

Scenario 1: In this scenario the Weekly Close rule has not been activated which means the user can close the week even if they still have orders with a delivery date in that week which haven’t yet been booked off.

In week 1, the user places an order for delivery in week 1

At the end of week 1 they close their week without booking off the order

At the end of week 2 they close their week without booking off the order

Week 3 is left open

In week 4, the user uses ‘Book Off and Convert to Invoice’ and enters an invoice date which falls into week 1

The invoice will appear in week 4 in IndiCater which is the current open week

 

Scenario 2: In this scenario the Weekly Close rule has been activated which means the user cannot close the week if they have orders with a delivery date in that week which they haven’t booked off. They will need to book them off to close the week.

In week 1, the user places an order for delivery in week 1

At the end of week 1, the user can’t close their week as they haven’t yet booked off this order

They can’t close week 2

They can’t close week 3

In week 4, the user uses ‘Book Off and Convert to Invoice’ and enters an invoice date which falls into week 1

The invoice will appear in week 1 in IndiCater as this is the 1st open week