You can create a sales order invoice based on the packing slip line items that have been shipped to date, even if all the items for a particular sales order have not yet been shipped. You might do this, for example, if your company issues one invoice per customer per month that covers all of the deliveries that you ship during that month. Each packing slip represents a partial or complete delivery of the items on the sales order.

When you post the invoice, the quantity for each item is updated with the total of the delivered quantities from the selected packing slips. If both the quantity and the quantity for all items on the sales order are zero, the status of the sales order changes to . If the quantity is not zero, the status of the sales order is unchanged and additional invoices can be entered for it.

Inventory transactions are updated with the invoice number, and the status in the sales order field changes to .

From the Sales order form

This procedure assumes that at least one packing slip has been posted for the sales order. The sales order invoice is based on these packing slips and reflects the quantities from them. The financial information for the invoice is based on the information that is entered when you post the invoice.

  1. Click > .

  2. Select one or more sales orders that have had packing slips posted for them.

  3. Click > .

  4. In the field, select .

  5. Select the check box.

  6. Make selections in the field group as needed.

  7. On the tab of the lower pane, select an invoice line and look at the field. If an asterisk (*) is shown, multiple packing slips have been posted for this sales order.

  8. Click .

  9. In the form, review the list of packing slips in the upper pane tab. By default, all posted packing slips for the sales orders are included on the invoice. If the invoice should not include some packing slips, clear the check box for those packing slips.

  10. Click OKto close the form.

  11. Repeat steps 7 through 10 for additional sales orders, if necessary.

  12. Click OK. The sales order invoices are posted and printed.

  13. In the form, you can view the status of the sales orders in the upper tab. (Click to view the upper pane grid, if necessary.) In the lower tab, select a line and click the tab to view quantity information.

From the Invoice sales update periodic job

This procedure assumes that at least one packing slip has been posted for the sales orders that are invoiced using the periodic job. The financial information for the invoices is based on the information that is entered when you enter and post the invoices.

  1. Click > > > .

  2. In the field, select .

  3. Click and modify the query in the form, if necessary. For example, you might select a range of dates for the field.

  4. Click OKto close the form.

  5. Select the check box.

  6. Make selections in the field group as needed.

  7. On the tab, in the field, select .

  8. Click .

  9. In the form, review the list of packing slips in the upper pane tab. By default, all posted packing slips for the sales orders are included on the invoices. If the invoices should not include some packing slips, clear the check box for those packing slips.

  10. Click OKto close the form.

  11. Click the tab. The packing slip number and ship date are displayed on this tab. They also are printed on the invoice if you print invoice documents.

  12. Click OK. The sales order invoices are posted and printed.

  13. In the form, you can view the status of the sales orders in the upper pane tab. (Click to view the upper pane grid, if necessary.) In the lower tab, select a line and click the tab to view quantity information.

See Also