Solved

Invoice Pending Order Completion

  • 12 May 2021
  • 3 replies
  • 363 views
mwilson
Userlevel 4

10.2.500

 

In (customer) Invoice Entry, when the user chooses Get / Shipments from the menu, the shipment she’s trying to invoice contains multiple orders, one of which has two lines.  Line 1 has been shipped and Line 2 has not.  The shipment isn’t available for invoicing, and has a box checked that says “Pending Order Completion.”  We don’t know how this box got checked; it seems to imply that until line 2 ships the whole shipment, including line 1 of the same order, cannot be “gotten” into an invoice, and the customer invoiced for it.  Can someone shed some light on this box, and how to get it unchecked so the customer can be billed for the shipment?

Thanks much!

...Monty.

Monty Wilson

ERP Project Manager

Anchor Partners

MWilson@AnchorPartners.com

icon

Best answer by Anonymous 12 May 2021, 17:59

View original
..Monty. Monty Wilson, Vice-President North America, Epicor Users Group

3 replies

A

On your sales order you will find the checkbox “Invoice when Complete”. If that box is checked then nothing on that order can be invoiced until everything on the order ships. If that is not what you want, un-check that box. Then your line one can be invoiced.

D

This can also be set at the customer level to default on the sales orders see Customer.InvcOrderCmpDflt 

mwilson
Userlevel 4

In the customer shipment we are trying to invoice, there is indeed one sales order that has multiple lines, some of which have not shipped, and have the “Invoice when Complete” box checked.  Thanks Everyone!

..Monty. Monty Wilson, Vice-President North America, Epicor Users Group

Reply


Terms & Conditions