Outbound Delivery of Manual Sales Invoices

[former_member707982]

Dear Experts,

I have created a New Manual Invoice in Customer invoicing work center. The sales invoice was generated and double entries successfully passed for the Sales and receivables accounts.

01. How do I create the outbound delivery for the Manual Sales Invoice?

02. Is ByD allowing to create the outbound delivery automatically once the Manual Sales Invoice is created?

03. Is ByD allowing to create the Sales Invoice automatically once the outbound delivery is released?

04. How to raise the Customer invoice before the outbound delivery?

Thank You

Siwantha Matarage

[JohnMeadows · Accepted solution]

Hi Siwantha

This process is not supported in ByD, your only choices are

1. Raise a down payment request, and block order for delivery, then once payment received unblock the order for delivery. down payments can be automatically allocated to the invoice created at goods issue.

2. Create a ProForma invoice and then follow the above process. Payments received against a proforma are not automatically allocated to any invoices and need to be manually cleared.

John

[JohnMeadows]

Siwantha

ByDesign does not support the process of invoicing before delivery. You should consider either using a pro-forma invoice or Customer Down Payment Request. The over to counter scenario is dependant on the immediate shipment of goods, it doesn't support invoicing without a goods movement.

What is the business use case you are trying to solver here for the customer?

John

[former_member707982]

Dear John,

Noted your answer.

In case B1 customer needs to continue the SO --> Invoice --> Delivery process (within the same invoice numbering range) in ByD, at least any work around available?

Since some users are following above process for a longer period they are not willing to change their mind to change the process.

Thanks

Siwantha

[JohnMeadows]

There is no process in ByD for outbound deliveries against a manual invoice.

If you are shipping goods, you should raise a sales order and follow the logistics process, which will automatically create the invoice request. If you are raising manual invoices for advance payments then you should consider either pro-forma or customer down payment requests.

John

[former_member707982]

Dear John,

Thanks for your answer.

What is the process to be followed if client wants to raise the Sales Invoice before the outbound delivery for a sales order?

I checked the over the counter sales process. Sales invoice can be raised prior to the outbound delivery. Is there any way to link a sales order for an over the counter sales invoice?

Siwantha Matarage