Copy control - Order to Invoice

[Former Member]

User wants a field to copy over from sales order header to the header field of credit memo and debit memo when they are created with reference to an order.

They also want that field to copy over to the invoice irrespective of whether the invoice is created with reference to order or delivery.

I was able to do the first part by making changes in the routine used in copy control of sales order to sales order. However I'm not able to do that 2nd part as this field is not passed on to the delivery doc. Any suggestions?

[Former Member · Accepted solution]

Hello,

You need to check Data Transfer Routines..

Can you explain the scenario so that I can suggest better

Regards,

Murali

[Former Member · Accepted solution]

Here's the thing. Customer creates an order, then delivery and then invoice. Sometimes an invoice is directly created from order. There is a field in header of order which does not flow to delivery or invoice.

User wants this field to flow to invoice when it is created with reference to order or delivery. Don't find anything in routine.

[Former Member · Accepted solution]

Hi Carrie

can you be specific please?

1) in which field is the data kept?

2) do you want it to flow in invoice output?

3) what is the requirement of this field in the invoice? is it in the accounting screens??

depending on the above, some one may be able to provide an answer for your requirement

cheers

nandu

[Former Member · Accepted solution]

1) Data is stored in a field called "PO Number" in the header of sales order.

2) Yes, i want this field to flow to the "reference" field in header data of invoice.

3) This field is in the "accounting data" section of the invoice (F2) header data.

Edited by: carrie anderson on Aug 5, 2008 11:01 PM

[Former Member · Accepted solution]

Hi Carrie

simple now that you have clarified

In the copy control settings for billing, delivery to billing ( LF to F2) select "a" for the refrence number field - this will automtaically move the customer PO number as required by you at the time of billing

please test in develoment once and then move to production

cheers

nandu

note: you may get multiple answers now for this

[Former Member · Accepted solution]

Thanks Nanda..

However I already had A in the reference field for this copy control. I have A in the reference field for order to invoice copy control as well. But it still doesn't carry over the PO no. to that field.

[Former Member · Accepted solution]

Carrie

What are your settings in allocation/assignment number? Put "A" (PO number) in that field as well along with reference number.

Let me know if it helps.

Thanks

[Former Member]

Long Text is generally not carried forward through copy control. This may be achieved through development ot cretion of new routine to meet the requirement.

Regards,

Rajesh Banka

[Former Member]

Any suggestions..anyone??