Open Job Cards of Sales Invoices that are Under Preparation

Use Sales Invoices Under Preparation in the Follow-Up submodule in the Tasks module to open the job cards of sales invoices that are under preparation.

To use Sales Invoices Under Preparation, you must have access to Tasks as defined in User Access Rights under Settings.

To open the job card of a sales invoice that is under preparation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Sales Invoices Under Preparation.
  3. Highlight or hover over the sales invoice that is under preparation whose job card you want to open.
  4. In the corresponding Job field, click Open Job Card .
  5. Click Close .