Jobber Invoice Approval Process

 

APPROVING an invoice in the S2k Jobber system means that it is now fixed and will not be changed if the price group settings are changed (i.e. 5 cent markup to 6 cents, addon billing basis changed from net to gross billing). This also SENDS the invoice to an attached S2k customer.  If the user unapproves and re approves then that invoice will be resent to the attached S2k DB.
 
UNAPPROVE means that the item will REVERT BACK to the settings in the price group, so if you changed ANYTHING manually on that invoice or changed the group it will get reversed back to their current group setting UNLESS THE ITEM IS ALREADY POSTED. We will put a message which basically tells the user this fact.

 

POSTED to QB means NO CHANGE is possible except manually UNLESS you send the change you want to  S2k tech support and the group of invoices you want change and we will make the changes and then you will need to re post to QB. In this case the UNAPPROVE and REAPPROVE will have NO affect on the items. YOU CANNOT UNPOST POSTED ITEMS.

 

If you are only changing prices on a NON S2k customer (i.e. a customer that does not have an S2k DB) then you do NOT need to unapprove the invoice to change prices, simple change the sell price and then repost to QB

 

RECALC is NOT used for any resetting of these Jobber client options or data, all that a recalc does is to affect the main invoice in the system NOT the Jobber invoice.
 
So what does this mean:
 
1) DO NOT POST UNTIL YOU ARE SURE THE INVOICE IS CORRECT and always approve BEFORE POSTING.
 
2) Approve sends the invoices to the attached S2k database and locks any changes made in the Jobber setup settings.
 
2) If you un approve and re approve an item that is NOT posted, it will auto change to whatever the group it belongs to and when re posted, that item re sends to the attached S2k DB.
 
3) If you post to QB and want to now make changes then you must do everything manually and re post to QB