Invoice Number same as Order Number

[NEmacGuy]

Is their a way to have the Invoice Number be the same as the order number. Note we take orders and they stay on file from 1 day to 2 weeks then we ship. Currently our Order Number is the same as our Invoice Number.
I invision us using Orders in SOP and transfering (old system select for billing) them into invoices.

Thanks

 

[jazgeek]

not possible. You may however use something that's not shown on the main screen as a discreet number to link sales to invoices. There is a field that can be viewed via the document number expansion window called Master Number. This number stays the same through the transfer process even including backorders quotes etc.



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and they wonder why they call it Great Pains!

jaz

 

[winthropdc]

I have written this sort of functionality as a customisation for a customer. It used a suffix every time the document was transferred. eg Original number 00001, next numbers 00001.1, 00001.2 etc.

This way it is really easy to see related documents.

David Musgrave [MSFT]
Senior Development Consultant
Escalation Engineer
MBS Support - Asia Pacific

Microsoft Business Solutions

http://www.microsoft.com/BusinessSolutions

Any views contained within are my personal views and
not necessarily Microsoft Business Solutions policy.
This posting is provided "AS IS" with no warranties,
and confers no rights.

 

[NEmacGuy]

Looking for user input. We are getting close to going live. One thing we came up with is not entering orders at all. We could enter are orders as type Invoice, and then the order number is the invoice number, except if we have backorders (benifit). Only thing I was worried about was if someone posts the batch :
everthing posts ?
or do only printed invoices posts ?

Our order entry person sugguested that we use two batch names, one OPEN and one called POST, and we change OPEN to POST, print invoice, then post the batch.

Note we are generally post billing item, some times, we can not ship complete, and we will hold the order, or ship with and backorder the remaining amount.

Any feedback would be great!

Thank You!!!

 

[jazgeek]

you could put an automatic process hold on your invoice type that prevents posting. We do that to prevent accounting form posting an invoice that a work order hasn't been posted for and therefore cogs not updated.

Other than using the master number as your order/invoice# I think you're SOL unless you want to go Custom.


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and they wonder why they call it Great Pains!

jaz