Invoice Post and Print
When you run Invoice Post and Print (7.13.4) to post an invoice that meets Golden Tax setup prerequisites, the Golden Tax invoice data is written into the gtih_hist and gtidh_hist tables.
Optionally, consolidate pending invoices so that multiple sales orders are combined into one invoice. All sales orders with identical daybook set, sold-to address, bill-to address, currency, exchange rate, credit terms, trailer codes, tax environment, sales entity, and salespersons are consolidated into one invoice.
If the amount of a QAD invoice exceeds the entity invoice type upper limit, it is automatically split into several Golden Tax invoices. Golden Tax invoice data can be generated for the following operational invoice types:
• Customer Invoice
• Customer Invoice Correction
• Customer Credit Note
• Customer Credit Note Correction
Pending Invoice with Memo Item is also supported.
For details of Invoice Post and Print functionality, see
QAD Sales User Guide.
Note: At present, the trailer amount cannot be extracted into Golden Tax tables. This step is not supported in the Golden Tax solution. Instead, create a separate pending invoice with a memo item to generate Golden Tax invoice data.
You can check the Golden Tax invoice and split result after invoice posting in Golden Tax Invoice Report (7.13.20.1.6) and Golden Tax Invoice Browse (7.13.20.1.4).
Pre-Shipper/Shipper Confirm
When you choose to post an invoice that meets the Golden Tax setup prerequisites in Pre-Shipper/Shipper confirm, Golden Tax invoice data is generated as it is in Invoice Post and Print.
Shipper Unconfirm
When you unconfirm a shipper and post an invoice that meets Golden Tax setup prerequisites in Shipper unconfirm (7.9.21), Golden Tax invoice data is generated as it is in Invoice Post and Print.