If you want to invoice more than one shipment at a time, you can use the combined shipments feature.
Before you can create a combined shipment, more than one sales shipment for the same customer in the same currency must be posted. In other words, you must have filled in two or more sales orders and posted them as shipped, but not invoiced. To combine shipments, the Combine Shipments check box must be selected on the Shipping FastTab of the Customer card.
To manually combine shipments on a single invoice
In the Search box, enter Sales Invoices, and then choose the related link.
On the Home tab, in the New group, choose New.
In the Sell-to Customer No. field, enter the customer who will receive the invoice for the shipped items.
On the Lines FastTab, choose Actions
, choose Functions, and then choose Get Shipment Lines.Select the shipment line that you want to include in the invoice:
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To insert all lines, select all lines and choose the OK button.
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To insert specific lines, select the lines and choose the OK button. You can use the Ctrl key to select multiple nonsequential lines.
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To insert all lines, select all lines and choose the OK button.
If an incorrect shipment line was selected or you want to start over, you can simply delete the lines on the invoice and re-run the Get Shipment Lines function.
To post the invoice, on the Actions tab, in the Posting group, choose Post.
If a customer is also recorded as a contact in the Marketing application area, and if you have specified an interaction template code for invoices in the Marketing Setup window, an interaction is recorded in the Interaction Log Entry table when you select Post and Print to print the invoice.
To automatically combine shipments on a single invoice
In the Search box, enter Combine Shipments, and then choose the related link. The batch job request window opens.
On the Options FastTab, fill in the fields. Select the Post Invoices field.
Choose the OK button.
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| You will need to manually post the invoices if the Post Invoices check box was not selected on the batch job. |
Removing Shipped and Invoiced Orders
When shipments are combined on an invoice and posted, a posted sales invoice is created for the invoiced lines. The Quantity Invoiced field on the originating blanket sales order or sales order is updated based on the invoiced quantity.
When you invoice shipments in this way, the orders from which the shipments were posted still exist, even if they have been fully shipped and invoiced.
To remove open sales orders
In the Search box, enter Delete Invoiced Sales Orders, and then select the link.
Specify in the No. filter field which sales orders to delete.
Choose the OK button.
Alternatively, delete individual sales orders manually.
To remove open blanket sales orders
In the Search box, enter Delete Invoiced Blanket Sales Orders, and then select the link.
Specify in the No. filter field which sales orders to delete.
Choose the OK button.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |