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Invoice before Delivery

Hi all,

I'm not sure how to deal with situation, where Invoice is made before Delivery.

For example Company produce Item X. After Sale Order is created, company send customer Invoice for Item X (payable in three installments). Then wait for first installment, buy materials and finally start to produce Item X. After this company send Item X to customer for tests and wait for second installment. Mostly company must take Item X back, fix and redeliver a few times. Last installment takes place after Item X acceptance.

But if I make Invoice - I can't make Delivery and Returns documents (becouse sale order changes status to closed).

Can I:

1. Avoid closing Sales Order when Invoice is created?

2. Make Invoice not connected with any other document and after acceptance connect it with last Delivery or Sale Order?

Or maybe you people have another idee how to make it possible?

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4 Answers

  • Best Answer
    Posted on Sep 10, 2016 at 01:49 AM

    Hi,

    Please try this process:-

    1. Create Sales order

    2. Create Layout and Print Proforma Invoice which is based on Sales order Document and send to customer for payment.

    3. Create Incoming Payment based on Payment on account.

    4. Start your manufacturing process and send this item to your customer by creating Delivery Order based on Sales order.

    5. If any correction required for the item, create Sales return return document. Please make sure, Sales order document should be open.

    6. Before sending the reworked item, follow step 3.

    7. Create Delivery order based on Sales order.

    8. If customer accepts item, create AR Invoice (Total amount) based on Delivery order (step 7)

    9. Create Final incoming payment based on AR invoice with partial amount.

    10. Perform manual reconciliation to close AR invoice (step 8)

    Thanks

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  • Posted on Sep 08, 2016 at 01:08 PM

    Hi

    you can use the reserve invoice, and copy this document into several deliveries.

    Kind regards

    Agustín Marcos Cividanes

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  • Posted on Sep 08, 2016 at 01:12 PM

    Hi Barbara,

    Usually with pay-first scenarios you would use the A/R Reserve Invoice document.

    A reserve invoice will not affect stock. You can copy it to a delivery to handle stock, and you can apply payments to it as usual.

    Regards,

    Johan

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  • Posted on Sep 09, 2016 at 01:19 PM

    Hi, thx. But it's not solving my problem.

    As I said, after the company send item (make Delivery) it must almost always take it back, make corrections and send again.

    When I make A/R Reserve Invoice from Sale Order, then Delivery and then try to make Return:

    1. There's no item in Return Document (all others fields, even UDFs, ale copied from Delivery - except item in grid)

    2. Sale order don't reopen to make Delivery from it again, as I configurate it in Administration module (using path: Sale Order > Delivery > Return - reopened Sale Order after Return works correctly)

    I have another idee:

    Can I change Sale Order status to open using SP_TN on adding the Retur document?

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