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Former Member

Invoice of deliveries and Sales order

Hello Everyone

I have the following scenario, maybe you can help me.

I make a sales order for a customer, and then i make partial deliveries based on the sales order.

I don't make deliveries for the complete sales order.

I would like to make One invoice, that includes all the articles of the original sales order (including all the deliveries, and the articles that haven't been delivered)

I hope you have understood the scenario

Thanks

Jacobo

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4 Answers

  • Best Answer
    Posted on Jul 25, 2008 at 09:10 AM

    You can't add new articles directly in one AR invoice.

    Jeyakanthan

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 25, 2008 at 04:02 AM

    Hi,

    As per your Scenario, you have one Sales Order and based on that Sales Order you have more than on Deliveries.

    And you want to make one single A/R Invoice for all the deliveries you made to the customer. Am i correct?

    For this you have to go to A/R Invoice, select the customer code and then click the "Copy From" button and select "Deliveries". New window opens and in that window list of Deliveries for that customer will be displayed. Now select the Deliveries for which you have make invoices (To select more than one Delivery from list press Control button in keyboard and select the delivery for which you want to create invoice).

    Now in you A/R Invoice the items of the selected deliveries will be displayed and now you can save the invoice.

    I hope this could help you.

    Raja.S

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 25, 2008 at 09:14 AM

    Hi Jacoba

    It is not possible to put sales orders and deliveries lines into the same invoice. My suggestion would be to use a reserve invoice against the sales order and then allocate the partial deliveries to the reserve invoice rather. You will still have a problem in that some of the invoice lines will be "open" and undelivered, though you could just ignore this, but this will not in any way affect the balance or payment of the invoice.

    Kind regards

    Peter Juby

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 25, 2008 at 05:04 PM

    Hi Jacobo,

    Like Peter said, you can use the reserved invoice. As soon as you created sales order, you can copy it to A/R Invoice.

    If you don't care when the order will ship, then you may not need to match future delivery to that invoice at all. However, that could be trouble in the long run if all your invoices like that. I wonder if your customer like that too.

    May I assume you just need it for special case? If that is true, then you can even copy partial delivered sales order to the invoice and add delivered quantities manually to the invoice.

    Gordon

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