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Evo-ERP and DBA Classic >> Sales >> Invoicing multiple sales orders
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Message started by clandsman on 02/10/09 at 14:45:55

Title: Invoicing multiple sales orders
Post by clandsman on 02/10/09 at 14:45:55

Is there a way to either convert multiple sales orders (all the same customer) to one sales order?
Or...
Can multiple sales orders - same customer - be invoiced on 1 invoice?

We have a customer who places multiple orders per day. We would like to Invoice them once a week. However, we do not want to cancel and re-enter all the orders. Is there a way to release all the orders weekly and have them invoiced on one invoice?

Thank you :-/

Title: Re: Invoicing multiple sales orders
Post by Lynn_Pantic on 02/10/09 at 14:57:19

No, but there is a way in Evo to consolidate the invoices so that from the perspective of the customer there is only one invoice to deal with. In SO-F, there is a choice to Consolidate Invocies which is only available if the invoices selected are limited to a single from/thru customer. If this option is selected, then the line items from all the invoices for that customer will be listed together and appear to be on one invoice. In fact, when it is posted, each order will post separately and the "parent" invoice number that they all printed under will be saved as the Packing Slip Number on all the other invoices so when payment is received, you can use the "packing Slip" number to know the invoice they were associated with on the custoemr side.

Title: Re: Invoicing multiple sales orders
Post by clandsman on 02/10/09 at 15:59:43

Lynn,

How will the invoice then reflect the multiple PO #'s?
I assume the invoice for the specific customer has to be printed in a separate batch from all other invoices before posting?

Thanks

Title: Re: Invoicing multiple sales orders
Post by Lynn_Pantic on 02/11/09 at 12:57:52

The separate PO's will not be referenced on the invoice unless you enter it on the separate orders as comment line items. And yes, you would have to print the invoices for this customer as a separate batch.

Title: Re: Invoicing multiple sales orders
Post by clandsman on 02/18/09 at 12:27:57

Lynn,

SO-F when I try to consolidate invoices this error message pops up:
The field to be entered was not in the screen buffer. Please make sure you have 'MOUNTED' a screen and that the field is on that screen.

How do we fix this?

Thanks

Title: Re: Invoicing multiple sales orders
Post by Lynn_Pantic on 02/18/09 at 15:01:07

You need to be using a RTM format rather than Text for invoice printing.