WiseFish has a structured workflow in place for processing single Delivery Agreements into documentation and invoicing, including creating posting documents. It is also possible to batch update the Invoicing Status for multiple Delivery Agreements in the Sales Agreement List for Invoicing and Documentation.
The workflow is controlled and managed by the Delivery Agreement header field Invoicing Status, where the options are:
Unavailable for Invoicing and Documentation
Ready for Invoicing and Documentation
In Process for Invoicing and Documentation
A set of activity queues are available for the Invoicing Status workflow and added in Trade releated WiseFish Roles, such as the WiseFish Sales Manager Profile.
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A list of Agreements in Invoicing and Documentation can also be accessed by searching for Sales Agreement List for Invoicing and Documentation. This List displays an unfiltered view of the Agreements.
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The process is also supported with three main automatic Invoicing Status updates that are set per WF User Profile group, Delivery Agreements section. The following options are available:
Set Ready for Invoicing when Released
Set In Process for Invoicing when Posting Document is created
Set Completed in Invoicing when Posting Document has been posted
