Automatically Generate Sales Order Invoices

Home | FAQs & Troubleshooting

 

Expand/Collapse all Show/Hide All

Expand/Collapse item  Overview

You can generate multiple invoices automatically from a selected group of standard or repeating sales orders. All information in the selected sales orders is copied to the new invoices.

Expand/Collapse item  Before You Begin

Job information is copied from sales orders to invoices only if the following conditions exist:

  • The Job Cost module is integrated with Sales Order.

  • The customer number matches the customer number of the job number entered for the sales order.

  • The Post Invoice Costs to Job Cost check box is selected in Sales Order Options.

  • The job number, cost code, and cost type entered for the sales order are valid.

Note  If the Batch Processing Enable check box is selected in Sales Order Options for Invoice Data Entry, only one batch of selections can be processed at a time.  During the invoice generation process, other batches can be edited using Invoice Data Entry.

 

To automatically generate sales order invoices

  1. Select Sales Order Main menu > Auto Generate Invoices Selection.

  2. Select the order type to generate invoices from. For more information, see Auto Generate Invoices Selection – Fields.

Note  You can select shipping batches using this window, but you cannot clear or add to shipping batches.

  1. Select the Ship Invoice Complete check box if you want to set the quantity shipped to complete for all invoices. Clear this check box to set the quantity shipped to zero for all invoices.

  2. Select the Select Expired Orders and Select Orders on Hold check boxes if you want to generate invoices from expired sales orders and/or sales orders on hold.

  3. Select the Only Select Jobs with Status of Open if you want to generate invoices only from sales orders that have open jobs associated with them.

  4. In the grid, enter selections of sales orders to generate invoices from.

Note  The Cycle Code can be selected only for repeating orders.

  1. Click Proceed.

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

Note  Click Clear to clear selections that are not updated.

The invoices are generated. Use S/O Invoice Data Entry to edit the invoices after generation.