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Select Sales Order Main menu > Auto Generate Invoices Selection.

If the Batch Processing Enable check box for Invoice Data Entry is selected in Sales Order Options, only one batch of selections can be processed at a time. While performing the selection, other batches can be edited using Invoice Data Entry. Also, you can select a shipping batch, but you cannot clear or add to a shipping batch in this task.

Use Auto Generate Invoices Selection to automatically generate invoices for a selected group of standard sales orders, back orders, or repeating orders. You can select sales orders by sales order number, sales order date, customer, salesperson, ship date, or promise date. You can generate invoices for orders on hold, and/or generate invoices only from sales orders with open jobs entered. When generating invoices from repeating orders, you can select expired orders and select sales orders by cycle code.

During the generation process, each invoice created by the Auto Generate Invoices Selection process is recorded in Invoice Data Entry. The invoices can then be edited as necessary. Generating invoices by order promise date may take several minutes.

If the Job Cost module is integrated with Sales Order, you can select to generate only invoices that are associated with open jobs. When allowed job statuses are defined in Job Status Maintenance, the system checks for allowed job statuses only when a job number is first entered in a data entry window. Changing a job status from allowed to not allowed does not affect existing records. The system will not check for allowed job statuses when selecting transactions for Auto Generate Invoices Selection.

Note The system does not check whether the Inactive Item check box in Item Maintenance is selected for items included on invoices created using this task.

Warning  Do not interrupt invoice generation while it is in progress.

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