Setting up the Generate Invoice Action

Generally, sales invoices are produced via control desks, as detailed in Creating a Sales Invoice.

However, the Generate Invoice action on the Sales Order Entry form is a quick way of generating and printing a sales invoice, without having to use control desks. In order to be able to use this action, it must be set up as follows:

Sales Type

  1. From the Sales Type form, select Action > Sales Stage, to display the Sales Type Stages Setup form.
  2. Set up the sales invoice entry stage.
  3. Associate the required document format code to be used for the invoice.

Document Format

  1. On the Document Format form, set the business function to either:

    • SOE1 Generate Sales Invoice via Entry - if this function is selected, this generates the invoice.

    • SOE2 Generate and Print Sales Invoice via Entry - if this function is selected, the invoice will be generated and printed together. You must also associate an executable report and a transaction reference, as if printing via the control desk.

  2. Set the Show Parameters in SunSystems field as required. That is, to allow the user to choose a document format code, or for the choice to be suppressed and the default settings for the document format to be used automatically.