This guide walks you through the Direct Purchase Order to Bill Workflow in Kynection.
1. Click "Options"
Firstly to ensure Bills are enabled, navigate to the Sales Options Menu.
2. Click "Display"
Navigate to the Display settings.
3. Tick "Purchase Bills"
Ensure that Purchase Bills is selected in this menu.
4. Select "Purchase Bills"
There a a few configuration options available for Bills. From the Options Menu, navigate to the Purchase Bill Section.
5. Tick "Can Raise Bills for Open Purchase Orders"
By Default Bills can only be raised on Purchase Orders that have been receipted. Selecting this Option will allow you to raise Bills against Open Purchase Orders
6. Tick "Can Bill over Order Total."
By Default when an item on a Purchase Order has been billed to 100% it cannot be billed anymore. Enabling this Option allows you to bill over the Ordered amount.
7. Select your billing tracking type.
The value for Billed Amount is normally based on the quantity of the item. With this setting you can select either quantity or cost to be used for determining if the item has been billed to 100%
8. Click "Bill"
On any Purchase Order pending Bills you will see the Blue Bill button appear alongside the other workflow buttons. Clicking this will open the new Bill Screen.
9. Click here
While in the billing UI you will see the Bill Column, this shows the current total Quantity Billed, and how much you want to bill for this instance. Enter you quantity here to add this line to the new Bill.
10. Click "Create Bill"
Once you are done, you can create the Bill by clicking on the "Create Bill" Button. this will then generate the new bill with the items you selected.
11. Click here
You will then be taken to the newly created Bill where it can be submitted and follow its workflow as normal. This Bill will now be linked to the original Purchase Order and be listed in the view there.
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In_Sales_BL_OV-FY24 Release 1 - Direct PO > Bill Workflow_14/10/2024-V1
