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Invoice Data Entry | ||
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Sales Order Entry | ||
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Select Sales Order Main menu > Invoice Data Entry. Enter a sales order number, and then click the Apply Sales Orders button.
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Use Apply Sales Orders to Invoice to consolidate multiple sales orders for one invoice.
You can apply multiple sales orders to invoices if the invoice type is either Standard or Cash Sale, and only if there has been no credit card deposit or credit card payment applied to the invoice before you apply the sales orders. You can add a credit card payment or credit card deposit to the invoice after applying all of the sales orders. Sales orders can be applied to an invoice only if they have not been used for any other invoice.
Note Check, Cash On Delivery, and Other payment types can be applied to an invoice or sales order at any time without affecting the ability to consolidate multiple orders for an invoice. Multiple orders with ACH payment types can be consolidated as long as the ACH payment ID is the same for all of the orders. Also you can consolidate orders that have no payment or deposit with orders that have an ACH payment.
To apply multiple sales orders to an invoice, the values for the fields listed below must be the same for each order. The first order selected in Invoice Data Entry is considered the primary order and is used to determine whether additional orders are valid. Note that some fields may not be available depending on your settings.
- Terms code
- Ship-to code
- Discount rate
- Sales tax schedule
- Salesperson (or salespersons) and commission rate(s)
- Job number
- Ship-via shipping code and shipping zone
- Bill-to customer
- ACH payment ID (The ACH payment IDs must match, or you can combine with an order that has no payment ID.)
- RMA number
- CRM person ID, CRM company ID, and CRM opportunity ID
After you've applied an order to an invoice, you cannot unapply the order. However, if you have not clicked Accept in Invoice Data Entry to save the invoice, you can click Cancel, and the order will be available to apply to a different invoice. An applied order also becomes available to apply to a different invoice if the original invoice is deleted.
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| Invoice No. | Order Date |
| Customer No. | Type |
| Order No. | Customer PO No |
| Apply | Status |
| Ship Complete |
