In real time business, there are scenarios when customer requests to create single invoice for the multiple un-invoiced sales orders. In Ax 2012, we have a feature where we can post single invoice for multiple un-invoiced sales orders for the same customer.
In following example, we have 2 packing slip posted SO for the same customer;
- Select any one of the sales order (in our case DYTE-000004) and click Invoice button. System opens ‘Invoice Posting’ form,
- Click on ‘Other’ tab, and expand drop down field ‘Summary update for’,
- Select option as ‘Order’,
On the same form, click ‘Select’ button
In selection criteria, select both the sales orders which to be invoice posted together;
- Click ‘Ok’
- System gets back to the ‘Posting Invoice’ form
- Against Sales order drop down field, select another sales order ‘DYTE-000005’ and click on ‘Arrange’ button
- System summaries both the packing slip of different sales orders and packing slip field is updated as ‘Multiple’
- Now post the invoice by clicking ‘Ok’ button
- System updates both the un-invoiced sales orders
- Let’s confirm if both the orders invoiced against the same invoice id;
- Navigate to Invoice journal form of sales order ‘DYTE-000004’ or ‘DYTE-000005’
- Check the invoice id which is posted with Invoice id DYTE-000001
Click on ‘Lines’ tab
Here we can see both the sales order got posted together against the same Invoice id
Happy Learning!