Sales Order not transferring to an Invoice

Hi Everyone!

I’ve had this case multiple times so I wanted to share some things to look at if you are having trouble transferring a Sales Order to an Invoice and there are no errors indicated on the SOP Transfer log.

There are a few things I typically check first that cause a document not to move.

1. Verify the quantity is populated in order to move the order to an invoice.  I'm not sure if you fulfill by line, but in this example, I allocate/fulfill by line. The key is to make sure your Qty to Invoice is populated. QTY Fulfilled will be determined by how you allocate/fulfill

2. Verify there is a Type ID on the document.   I’ve seen this scenario quite often and is a tricky one to find and most people are not aware it would stop a transfer. To verify, click the Document number arrow to open the Sales Document Detail Entry. Make sure there is a Type ID populated that exists in your company. Many times, with imports or 3^rd party products, for some reason this field is blank and it causes issues during the transfer.

3. Check the lines and see if it was previously invoiced.  ((i) with a circle around it.)  If it was, then it won’t transfer again.

4. Make sure you are marking the right option when you transfer and Order to an Invoice. In the picture below I was transferring just one item from an order to an invoice, but if you have multiple items on an order and some set to, backorder and some to an Invoice, both options are enabled so you need to ensure you are marking the right one. Below is the option for Order to Invoice.

5. If you the document still will not transfer, there might be something wrong with the data and you will want to gather the results of the ALL SO script to see what the tables looks like.

All SO script link here: 

https://mbs2.microsoft.com/fileexchange/?fileID=b2ede571-997e-4200-bbf6-e1e7c88e3955

Instructions:  Open the script in a SQL query. 

a.  Replace the '2' in the script with the correct SOP Type for the document you want to review.    

1 Quote  

2 Order   

3 Invoice 

4 Return                 

5 Back Order

6 Fulfillment Order

b. Replace the SOPNUMBERXXXX with the correct SOP document number

c. Press (Ctrl + T) or click the Results To Text Button on the menu bar before executing to send the results to Text

d. Execute the results against your company database.

e. Right click the results, and Save As .rpt.

When looking at the tables, it might be worth manually entering a new Order with the same items (or item) that is not transferring. Go through the normal process of getting to the point before you transfer the order. Just don’t transfer it. You can then use the ALL SO script to pull data for the “new” order and compare it to the Order that won’t transfer to see if you can find any difference or problem.

If you need assistance to review data or if you are not that familiar with how the tables should look in the backend, feel free to create a support request and send in the ALL SO results and we would be happy to assist.

Hope this is helpful!

Angela Ebensteiner | Sr Technical Advisor | Microsoft Dynamics GP