Creating a sales invoice from Order Entry

Note:  In order to use this action, your system must be set up as detailed in Setting up the Generate Invoice Action.
  1. You can create an invoice from within the Sales Order Entry form. From the Action menu select Generate Invoice. This displays the Generate Sales Invoice Batch Parameters form. You can override the defaults picked up by the system. If these defaults are correct, you do not need to enter anything in these fields.
  2. Specify this information:
    Invoice Date
    The date for the invoice. If this is not entered, the operator's current login date is used.
    Note:  Order lines can have different dates and periods in order to handle scheduled orders where the different order lines represent goods or services that are delivered on different dates. The order lines can then be invoiced separately when they have been fulfilled. The Sales Invoice Generation function only creates one sales invoice with one transaction period for the order lines that it processes, depending upon the consolidation rules. Order lines can also be invoiced in advance by using the Generate Invoice Parameter form to override the default current date and period.
    Invoice Period
    The period for the invoice. If this is not entered, the current sales period is used.
    Note:  Order lines can have different dates and periods in order to handle scheduled orders where the different order lines represent goods or services that are delivered on different dates. The order lines can then be invoiced separately when they have been fulfilled. The Sales Invoice Generation function only creates one sales invoice with one transaction period for the order lines that it processes, depending upon the consolidation rules. Order lines can also be invoiced in advanced by using the Generate Invoice Parameter form to override the default current date and period.
    Consolidation Group Name
    The Consolidation Group Name to create a consolidated invoice. If this is not entered, any consolidation groups associated with the document format are used.
    Document Format Code
    The document format to be used for the invoice. If this is not entered, the Document Format Code on the sales invoice stage defined in Sales Type (STS) is used.
  3. Save your changes.