Use this procedure to create sales order invoices that correspond to packing slip numbers. Each invoice can include line items from multiple sales orders, as long as they all are included on the same packing slip. This enables you to invoice your customers for each delivery, regardless of when the items were ordered.

Example

You use the field in the sales order form to summarize the sales order invoices. Assume that you have three sales orders and three packing slips, as shown in the following table. All packing slips have the same invoice account and currency code.

Packing slip 1: June 15

Packing slip 2: June 17

Packing slip 3: June 19

Sales order 1, Line 1

Sales order 2, Line 2

Sales order 3, Line 2

Sales order 1, Line 2

Sales order 2, Line 3

Sales order 3, Line 3

Sales order 2, Line 1

Sales order 3, Line 1

Sales order 1, Line 3

If you select in the field, the invoices are summarized as shown in the following table.

Invoice 1: June 30

Invoice 2: June 30

Invoice 3: June 30

Sales order 1, Line 1

Sales order 2, Line 2

Sales order 3, Line 2

Sales order 1, Line 2

Sales order 2, Line 3

Sales order 3, Line 3

Sales order 2, Line 1

Sales order 3, Line 1

Sales order 1, Line 3

If you do not summarize the invoices (select in the field), the invoices are based on the sales order documents, as shown in the following table.

Invoice 1: June 30

Invoice 2: June 30

Invoice 3: June 30

Sales order 1, Line 1

Sales order 2, Line 1

Sales order 3, Line 1

Sales order 1, Line 2

Sales order 2, Line 2

Sales order 3, Line 2

Sales order 1, Line 3

Sales order 2, Line 3

Sales order 3, Line 3

Summarize sales order invoices

  1. Click > > > .

  2. In the field, select .

  3. Click and modify the query, 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 sales orders and lines are grouped by packing slip number.

  12. 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.

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

See Also