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--- updates:requests-quotes-new-features-introduced-to-this-panel [2020/05/22 14:20]
rafal created
+++ updates:requests-quotes-new-features-introduced-to-this-panel [2020/05/25 11:10] (current)
bartek
@@ Line 5: / Line 5: @@
   - **Possibility of importing 'Airport Fees' from the file**
   - **Changes to 'INVOICE' section of the quote**
+  - **Sales documents include request number in the file name**
@@ Line 25: / Line 26: @@
 [{{ :leon:sales:Importing Airport Fees 2.png?300|Columns Layout comparison}}]
-**The columns layout** in the XLS/CSV file has to match the columns layout in the 'Aircraft fees' section. Otherwise, the prices will not upload.
+**The columns names** in the XLS/CSV file has to match the columns names in the 'Aircraft fees' section. Otherwise, the prices will not upload.
-<box>**The prices in the file will overwrite all the prices already inserted in the 'Aircraft fees' section. The prices that are not available in the file will be removed from the 'Aircraft fees' section.**</box>
+<box>**The selected airport price list will be completely overwritten with the imported data. Previously created data in this price list will not be available after the import.**</box>
 === 2. Change to invoice section ===
+[{{ :leon:sales:Invoice popup 2.png?200|Defining an Invoice details & templates}}]
+We have amended the way the dates are displayed in the 'INVOICE' section of the quotation.
+**Three fields with dates** have been added:
+  * **Invoice Date** - date of invoicing
+  * **Issue Date** - date of issuing the Invoice
+  * **Due Date** - due date of the payment. If this field is left blank, Leon will assume 10 days in advance from the 'Invoice Date'
+These 3 fields will also display in the Invoice document.
+Once the Invoice **is sent** to a Client, the 'Invoice.pdf' document is available in the **Report Wizard** scope 'Invoices'. There we added a column called **'Invoice PDF'** which contains a link to the particular invoice on the server.
+{{:leon:sales:Invoice pdf.png?nolink|}}
+**The file is available on the server for a limited time only due to AWS restrictions.**
+=== 3. Request included in file name ===
+Sales documents will now include Request number in the name of the file as per below screen:
+{{:leon:sales:File with RQ no.png?nolink|}}

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