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author's profile photo Former Member
Former Member

Job Tracking

Hi,

We have a situation where a customer places an order and for various reasons we key the order as a service rather than item.

We then raise a purchase order with our supplier that matches this sales order.

We then pay for the purchase order, but don't necessarily enter the AP invoice.

We then enter the AR and AP invoices, generally 1-2 months later.

What we want to be able to do is see which orders we have paid for but have not yet invoiced to the customer.

Is there any way to do this in B1 2007? I'm thinking something along the lines of a project and then a query to report on it, but I'm thinking ther emust be an easier way.

Thanks,

Michael

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    author's profile photo Former Member
    Former Member
    Posted on Jun 18, 2008 at 08:52 AM

    Hi

    While creating the 'Sales Order', go to the Logistics tab and check the 'Purchase Order' Box.

    This action would automatically create a Purchase Order Based on the 'Sales Order'.

    With Base Document and Target Document Functionality you can know whether this Invoices are paid.

    You can also use the 'Open Items List' Report to check for the Invoices which are yet to be created.

    Regards

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