Identify first the Invoices that need the BT process

• In Rtis - Select from the despatch/invoicing menu Invoicing list Grangemouth
  
• Locate the BisTrack column and filter to show all the empty fields any greyed out fields DO NOT need this process doing
  

Remove columns so that you can clearly see the below side by side

• Invoice No
• Invoice date
• Customer
• Title
• BisTrack Ref
• Customer order No

In BT select new order tab (top left of menu)

Have open in Rtis the call off that you are completing this process for

from the drop-down arrow select new order

Search for customer in the customer field, either by name or by account numbers supplied separately

In the sales type field select direct

Select invoice date this is the date invoiced in Rtis

In the customer ref field copy and paste from Rtis the customer order No (This is the customers PO number)

In the deliver to field select from the drop down the correct site address

If the address you require is not here, first double check that you have selected the correct customer as some have different names i.e., homes/ Ltd/partnership.

If the delivery address is still not there this can be added by selecting the bland sheet of paper icon next to the delivery address

Remove any Plot number details that are in the address

Select F6 Lines tab

Click on the other options tab (bottom right)

Select Add special line

Select create the create it from following product and enter in the field 0DC4J (this is a zero not the letter O)

Select enter new window opens select correct code 0DC4J

Select F12

New window opens – return to Rtis in the call off already open copy the description and paste into the description field in BT

In BT enter the value of the call off in the standard sell and buy price fields

Select F12 and Finish

Select Finish

This opens a new window in the QTY field enter 1

Click OK

New window opens select Yes

Select the more fields tab

This opens a new window enter or copy and paste from Rtis the Plot details in the plot No field

Select F6

Select other options

Select insert text line

New window opens in this box write (Invoice Number RT………. ) Exactly

Select OK

Select the green complete tab

Message may appear the date required is in the past do you wish to continue select Yes

New window opens select F12 and next

In the supplier field click on the …

New window opens search for TSLAV001

Select go

Select OK

Select continue

Select Finish **** here in the screen are the BT order and PO numbers take note of these as these are needed for Rtis and to communicate with purchase ledger

Select OK

Select NO

Select on the top search bar drop down purchase orders for approval click on the go – this step can be completed once all items completed

Orders over £5K will need to be approved by …

Double click on the line and approve this will then disappear from the list

Final step is to email Susan Balloch if out of office on email Tom smith with the following information.

• Subject title of email – Grangemouth BT invoicing detail
• Body of email – please can you match and approve PO XXXXXXXX RTIS invoice number RTxxxxxxxxx

Go back to Rtis and in the call off select the call offs tab

In the BisTrack ref field enter the BT order number noted in step 37 – Save and Exit

Return to Rtis and the Invoicing list select refresh this auto populates the BisTrack field with the order number

Any call offs in Rtis with a nil value please follow the below step.

Open call off and select call off tab in the BisTrack ref field enter N/A