Preparing Invoices

Preparing an Invoice for a Shipment

1. Open the Shipments (SO302000) form.

2. In the Shipment Nbr. box, select the reference number of the needed shipment.

3. Confirm the shipment if it has not been confirmed, by clicking Confirm Shipment on the form toolbar.

4. On the form toolbar, click Prepare Invoice. Once the operation completes successfully, the system changes the status of the shipment to Invoiced.

5. Review the details of the prepared invoice on the Invoices (SO303000) form, which opens.

Preparing an Invoice for a Sales Order

1. Open the Sales Orders (SO301000) form.

2. In the Order Type box of the Summary area, select the order type of the order for which you want to create an invoice.

3. In the Order Nbr. box, select the reference number of the order for which you want to create an invoice.

4. On the form toolbar, click Prepare Invoice.

5. Review the details of the prepared invoice on the Invoices (SO303000) form, which opens.

Creating Invoices for Multiple Orders

1. Open the Process Orders (SO501000) form.

2. In the Action box, select Prepare Invoice.

3. Select the unlabelled check boxes in the rows of the orders to process in the table.

4. Click Process on the form toolbar.

Creating Invoices for Multiple Shipments

1. Open the Process Shipments (SO503000) form.

2. In the Action box, select Prepare Invoice.

3. In the table, select the unlabelled check boxes in the rows of the shipments that need processing.

4. Select the Bill Separately check box for the shipment or shipments that require separate invoices.

5. Click Process on the form toolbar.