Knowby Sculptform
Knowby
Update NZ COGS Figure in SF
1
Step 1 of 3
<p>List of invoices created Last month and This Month <a target="_blank" rel="noopener noreferrer nofollow" href="https://sculptform.lightning.force.com/lightning/r/Report/00OMn00000I1l8zMAB/view?queryScope=userFolders">Sales Invoices</a></p><ol><li><p>Open the Sales Order.</p></li><li><p>Find the related SO as per image.</p></li></ol><p></p>

List of invoices created Last month and This Month Sales Invoices

  1. Open the Sales Order.

  2. Find the related SO as per image.

2
Step 2 of 3
<p>Find the AUD amount on the SI attached to the related SO. In this example $7,545.82 AUD.</p><p></p>

Find the AUD amount on the SI attached to the related SO. In this example $7,545.82 AUD.

3
Step 3 of 3
<ol><li><p>Open the Sales invoice (NZD, GBP or USD).</p></li><li><p>Scroll to Sales invoice lines and enter the AUD amount and Save - this will (convert to local currency and add to any in country purchases)</p></li></ol><p></p>

  1. Open the Sales invoice (NZD, GBP or USD).

  2. Scroll to Sales invoice lines and enter the AUD amount and Save - this will (convert to local currency and add to any in country purchases)