Invoice Status

Once all items on all trolleys for an invoice have been marked as delivered (delivered quantities set), the process can enter the final phase for the invoice which is to set it's main status, enter equipment returns details and capture receiver's details and signature.

The Invoice Status screen is the first step in this process of finalising the invoice.

• Supplied Crew Size: the size of the crew (number of people) supplied by the customer at the store to help with loading and offloading equipment. This text field is blank when the screen opens and the user (driver) must select a number between 0 and 4.
• Status: the operator is required to indicate whether the receiver is accepting, rejecting or partially accepting all of the items of the items on the invoice. The following radio button options are available:
  • Accept: the option should only be selected if the receiver accepts all of the items on the invoice.
  • Reject: this option should only be selected if the receiver rejects all of the items on the invoice. N.B. when selecting the Reject option, all the items on the invoice will have their Delivered Quantity set to 0 and their reason code set to Rejected.
  • Partial Accept: the receiver could reject a single item due to its temperature being too high (failing QIP test) or perhaps certain items were misssing, but may accept the rest of the frozen/chill items. The Partially Accepted option should be selected in this case.
• Save: the operator can press the Save button to save the status of the invoice. Depending on where this screen was started from the operator will be either taken back to that screen or if it's part of the invoice finalisation process will be taken to the Equipment Returns screen.