BrainGrid Controller
Workflow Builder
Events
Invoice Event

Generate Invoice Event

The Generate Invoice Event feature allows users to configure and manage events for generating invoices based on specific conditions. This guide covers the setup, validation, and triggering of invoice generation events.

Overview

Generate Invoice Events enable users to automate the creation of invoices according to predefined criteria, such as menu selection, template usage, and calculation methods. This feature ensures accurate and timely invoicing for various business processes.

Configuring a Generate Invoice Event

Configure Generate Invoice Event

To set up a generate invoice event:

  1. Title: Enter a descriptive title for the invoice event.
  2. Description: Provide a description of what the invoice is for.
  3. Select Menu: Choose the menu from which the invoice will be generated.
  4. Select Window: Specify the window or form where the invoice details are entered.
  5. Template: Select the invoice template to use.
  6. Item: Define the item to be invoiced.
  7. Status: Specify the status of the invoice.
  8. Invoice Type: Choose between different types of invoices (e.g., manual, automated).
  9. Calculation Method: Define how the invoice amount will be calculated (e.g., per unit).
  10. Quantity: Enter the quantity for the calculation.
  11. Rate: Specify the rate per unit.
  12. Input Type: Decide how input will be requested (e.g., ask for input).
  13. Updated By: Indicate the user who will update the invoice.
  14. Select User: Choose the user responsible for handling the invoice.

Steps:

  1. Alice Johnson is setting up a "Generate Invoice" event.
  2. Enter the following details:
    • Title: Monthly Livestock Registration Invoice
    • Description: Invoice for livestock registration in the Animal Management Records menu
    • Select Menu: Animal Management Records
    • Select Window: Livestock Registration
    • Template: T-1
    • Item: Item
    • Status: Status
    • Invoice Type: Manual
    • Calculation Method: Per Unit Calculation
    • Quantity: 10
    • Rate: 50
    • Input Type: Ask For Input
    • Updated By: Specific User
    • Select User: apiowinston@yopmail.com
  3. Save the configuration.

Outcome: The Generate Invoice event will be configured with the specified title, description, menu, window, template, item, status, invoice type, calculation method, quantity, rate, input type, updated by, and selected user.

Validate Generate Invoice Configuration

To ensure the generate invoice event is configured correctly:

  1. Action: Review the configured details.

Expected Outcome:

  • Alice Johnson should see the configured values for:
    • Title
    • Description
    • Select Menu
    • Select Window
    • Template
    • Item
    • Status
    • Invoice Type
    • Calculation Method
    • Quantity
    • Rate
    • Input Type
    • Updated By
    • Select User

Trigger Generate Invoice Event

To activate the generate invoice event based on predefined conditions:

  1. Given: The "Generate Invoice" event is configured and the trigger conditions are met (e.g., end of the month).

  2. When: The trigger conditions are fulfilled.

Expected Outcome:

  • The system should generate an invoice with:
    • Title: Monthly Livestock Registration Invoice
    • Description: Invoice for livestock registration in the Animal Management Records menu
    • Select Menu: Animal Management Records
    • Select Window: Livestock Registration
    • Template: T-1
    • Item: Item
    • Status: Status
    • Invoice Type: Manual
    • Calculation Method: Per Unit Calculation
    • Quantity: 10
    • Rate: 50
    • Input Type: Ask For Input
    • Updated By: Specific User
    • Select User: apiowinston@yopmail.com

Validate Generated Invoice

To verify the details of the generated invoice:

  1. Action: Check the invoice details after generation.

Expected Outcome:

  • The invoice should reflect the following:
    • Title: Monthly Livestock Registration Invoice
    • Description: Invoice for livestock registration in the Animal Management Records menu
    • Select Menu: Animal Management Records
    • Select Window: Livestock Registration
    • Template: T-1
    • Item: Item
    • Status: Status
    • Invoice Type: Manual
    • Calculation Method: Per Unit Calculation
    • Quantity: 10
    • Rate: 50
    • Input Type: Ask For Input
    • Updated By: Specific User
    • Select User: apiowinston@yopmail.com

Summary

The Generate Invoice Event Setup feature allows users to automate the creation of invoices based on specific criteria and conditions. By configuring the event and validating the generated invoice, users can ensure accurate and timely invoicing for their business processes.