Review the invoice produced from manufacturing or commodity activity and its accounting handoff.
## At a glance
- **Identify it by:** **Sale #**, **Date Created**, **Fulfillment Status**, **Payment Status**, and **Foodservice Ticket Number**.
- **Check its business context:** **Customer**, **Salesperson**, **Warehouse**, **Cash Drawer**, and **Foodservice Table**.
- **Why care:** Confirm item, formula, unit, warehouse, quantity, and production state together; mistakes can distort both material consumption and finished-goods cost.
- **Why care:** Treat posted, processed, paid, reversed, and edit-locked states as controls—not ordinary descriptive fields. Confirm the source transaction before changing any state that the screen permits you to change.
## Before you begin
You need the Brisk permission for the action you are taking on manufacturing invoices. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.
Have valid **Customer**, **Sale Ptr**, and **Order** records ready first. Those selections determine where this Manufacturing Invoice belongs and which later screens can find it.
Find and review manufacturing invoices
The Manufacturing Invoices list screen in the Brisk documentation demo.
Use the Manufacturing Invoices list to find the correct record before opening or changing it. Compare **Sale #**, **Date Created**, **Fulfillment Status**, **Payment Status**, and **Foodservice Ticket Number**. Records with similar names or numbers can still belong to different **Customer**, **Salesperson**, **Warehouse**, **Cash Drawer**, **Foodservice Table**, and **Foodservice Server**, plus the remaining screen fields.
- Keyword search checks **Memo**, **Customer Po #**, and **Order #**.
- Narrow the list with **Customer**, and **Order** filters.
- The date filter uses **Date Created**; choose a range that matches the business event you are reconciling.
Open the Manufacturing Invoice whose **Sale #**, **Date Created**, **Fulfillment Status**, **Payment Status**, and **Foodservice Ticket Number** match the task. If it is missing, clear the list filters and recheck **Customer**, **Order**, **Date Created**, **Fulfillment Status**, **Payment Status**, and **Amount Paid**, plus the remaining screen fields rather than creating a replacement immediately.
Edit an existing Manufacturing Invoice
Edit this Manufacturing Invoice to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.
1. Open the detail page. Compare **Customer**, **Salesperson**, **Warehouse**, **Cash Drawer**, **Foodservice Table**, and **Foodservice Server**, plus the remaining screen fields with the supporting document or approved request.
2. Recheck **Customer**, **Date Created**, **Warehouse**, **Fulfillment Status**, **Payment Status**, and **Customer Po #**, plus the remaining screen fields. These values are most likely to change customer totals, tax, payment, fulfillment, and receivables.
3. Save the change, return to the list, and confirm that the Manufacturing Invoice now appears under the expected **Fulfillment Status**, **Payment Status**, **Amount Paid**, and **Edit Locked**.
After the change: Verify **Fulfillment Status**, **Payment Status**, **Amount Paid**, **Edit Locked**, **Customer**, and **Salesperson**, plus the remaining screen fields on the detail page, then continue the manufacturing workflow only when those values agree with the source document and actual work performed.
## Fields and business rules
Brisk stores 30 user-relevant fields for this Manufacturing Invoice, including 8 linked-record selections and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.
| Field | Required | What it controls |
|---|---:|---|
| **Sale #** | Yes | A sale's friendly name, used to identify the transaction in receipts, reports, and searches. |
| **Customer** | Yes | The customer that made this purchase. |
| **Date Created** | Yes | The date and time that this transaction was started. |
| **Salesperson** | No | The salesperson assigned to this sale. |
| **Warehouse** | No | The physical location from which inventory items for this sale are sourced. |
| **Fulfillment Status** | No | Status information for pending deliveries or shipments for this sale. Available values: Draft, Submitted, Fulfilled, Contested, Complete, Cancelled. |
| **Fulfillment Required** | No | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary. |
| **Payment Status** | No | Status information for pending payments and/or accounts receivable. Available values: Draft, Unbilled, Receivable, Paid, Refunded, Cancelled. |
| **Memo** | No | An open text field for employees to make notes about this transaction. |
| **Customer Po #** | No | An optional field to make note of the customer's purchase order number. |
| **Non-Discount Subtotal** | No | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal. |
| **Subtotal** | No | The total sales price of all line items before sales tax. |
| **Tax Total** | No | The total sales tax due for this sale. |
| **Non-Discount Total** | No | If a cash discount is applied to the ticket, this field represents the original, undiscounted total. |
| **Payment Terms Discount** | No | Discount granted when eligible payment terms are paid immediately by cash, check, or card. |
| **Total** | No | The total value recorded for this sale. |
| **Amount Paid** | No | The amount paid value recorded for this sale. |
| **Balance** | No | The balance value recorded for this sale. |
| **Edit Locked** | No | Whether the edit locked option applies to this sale. |
| **Cash Drawer** | No | Links this sale to the cash drawer that it was rung up at. |
| **Pos Client Request Id** | No | Idempotency key supplied by the Point of Sale client for online and offline ticket submissions. |
| **Foodservice Mode** | No | The foodservice mode recorded for this sale. |
| **Foodservice Order Type** | No | The foodservice order type recorded for this sale. |
| **Foodservice Ticket Number** | No | The foodservice ticket number recorded for this sale. |
| **Foodservice Notes** | No | The foodservice notes recorded for this sale. |
| **Guest Count** | No | The guest count value recorded for this sale. |
| **Foodservice Table** | No | The foodservice table associated with this sale. |
| **Foodservice Server** | No | The foodservice server associated with this sale. |
| **Sale Ptr** | Yes | Links this Manufacturing Invoice to the selected sale; verify the relationship before saving. |
| **Order** | Yes | Connects this Invoice to its Order. |
## What happens next
Verify **Fulfillment Status**, **Payment Status**, **Amount Paid**, **Edit Locked**, **Customer**, and **Salesperson**, plus the remaining screen fields on the detail page, then continue the manufacturing workflow only when those values agree with the source document and actual work performed.
## Common mistakes and troubleshooting
- **The record will not save:** Recheck **Sale #**, **Customer**, **Date Created**, **Sale Ptr**, and **Order** and any message beside the field. A required related record may also be inactive or unavailable to your role.
- **The record saved but is not available where expected:** Recheck **Fulfillment Status**, **Payment Status**, **Amount Paid**, and **Edit Locked**, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
- **The values look right but the result is wrong:** Open **Customer**, **Salesperson**, **Warehouse**, **Cash Drawer**, **Foodservice Table**, and **Foodservice Server**, plus the remaining screen fields from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.
