Sales Order - Invoice When Complete -- Anyone it? E10.2.200

Has anyone used this in operation before? Any gotchas?

Thanks,

Joe

If you are going to use Master Pack Shipment Entry and you want to combine all shipments on the same invoice, it will not follow that command. It will break all shipments out into individual invoices.

Thanks for the info, Utah.

Joe

It does what it says. Does not allow the invoice to be done until the entire order is shipped. We wanted to use it for our orders coming in through EDI and set the field on orders coming through EDI. It only works for manual entry of orders, not when the orders come through EDI. The field needs to be checked manually or through some BPM. We have support ticket open and it was identified as a problem to be fixed in later version. We are on 10.1.600.19.

Vinay Kamboj

2 Likes

was there ever an update on that, I have shipped a project, tied to a order number, but it seems to still be open

We have 10.2.400. There is no change there, maybe in later versions. I have no more information.

Also we do not use Project Module, so cannot comment on any aspects related to that.

Thanks

I am using project also, just not a job created from Projects because it becomes a project job, not a regular job.

  1. So question on that, I am stuck on this now (in a test environment, last part into moving into production) but how do you complete a project? I see how to close a project,ā€¦ but is that truly completing a project?

  2. Also, I have completed Phases, Milestones, Jobs and a PO, but from within the project interface, is there away to complete Orders and Quotes or do those not complete the same way (with the red checks)?

This works in 10.2.700.10 in the cloud. We have the same problem on our current on-premise system and are testing cloud ERP now. Iā€™m assuming it also works with on-premise versions of 10.2.700.