Creation of prepayment and final invoices; settlement of product inventory

In the system you can create prepayment and final invoices, which are preceded by an estimate to automate the process of issuing these documents.
Often, using the above scheme, we sell the goods from the warehouse and the inventory is reduced when issuing the final invoice.

This happens when a RG (release of goods) document is automatically issued for the final invoice.
To ensure that the program to correctly settles the inventory of goods in the system, you have to activate the function of automatic issuance of a warehouse document.

What happens when you don’t have the automatic addition of warehouse documents to invoices enabled and the system doesn’t know from which document (prepayment invoice, final invoice) to start checking the inventory status of products? 

In such cases, when creating a prepayment invoice, an additional window appears int he system: Include on the product card in the position "selling without warehouse documents".

You will then see a message on the product card:

Despite the fact that there is a positive inventory status for a particular product, by checking the above-mentioned box on the prepayment invoice, you have information about one product appearing on the invoice to which the warehouse document has not been added.

The same window will be visible when creating a final invoice from a prepayment invoice.

If you leave the box checked on both documents, the program will expect warehouse documents to be issued for both accounting documents, which will result in the following information on the product card:

At this point, the program differentiates between the product on the prepayment invoice and the final invoice. This is not correct, as you are selling the same product from the system. In addition, you receive information that with such inventory status of products, the quantity will be insufficient for sale, which is indicated above the box Available quantity.

Therefore, when manually adding warehouse documents to a transaction settled with a prepayment and final invoice, it is necessary to decide, during the creation of these documents, which of them to check with the Include on the product card in the position "selling without warehouse documents" box. For that particular document, the program will expect a warehouse document to be added,. Other documents in the entire transaction will not be considered when calculating the inventory status if the Include on the product card in the position "selling without warehouse documents" box is not checked.