Skip to Content
author's profile photo Former Member
Former Member

Job Tracking


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.



Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

1 Answer

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


    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.


    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.