Project Sales Order and Purchase Order packing slips and Invoice automation

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Posted on by Y.K

Hi,

We are creating Project Purchase Orders from a Project Sales Order. Just FYI, those are NOT Intercompany projects. We would like to automate some of the receipt/packing slip/invoicing process. Is there a way to automate the following:

- Create a packing slip automatically on the Sales Order side when a product receipt has been posted on the Purchase order side.

- When invoicing the Purchase order product receipt, we are able to invoice the customer via Project Invoice proposal for that PO expense. However, even after posting the Project Invoice, the Sales Order line for that expense stays open and is not changing to Invoiced. Is there something missing to automate that?

- Generally speaking, how much / what can be automated between a Project Sales Order and a Project Purchase Order for the various steps: packing slip, product receipt, invoicing on side and automatically invoicing the "other side"?

Thanks!

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WillWU 22,361 on at

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Please wait for the help from function consultants.

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Y.K 92 on at

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Update: I've found the issue.

When using the Sales Order to create purchase orders, you should use Direct Delivery (not New Purchase Order). This way, it ties the PO and SO together and when a product receipt is entered on the PO side, it will automatically generate a packing slip on the Sales order. It will also automatically update the SO line status to Delivered.

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Y.K 92 on at

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This is the option I am referring to.

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