Prepayment invoices and Sales Orders

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Posted on by JasonW

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Is there an easy way to see the link between a prepayment invoice and its genesis sales order? Other than the balance, I can't see any field other than "Order No." which is always blank (for a prepayment invoice).

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RE: Prepayment invoices and Sales Orders

Jason,

You can add the field to the Page using Personalization. If the field does not appear, ask your Partner to add the field to the Page.

Thanks,

Steve
JasonW 120 on at

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RE: Prepayment invoices and Sales Orders

Hi Steve

The prepayment invoices were definitely created using the prepayment function as follows:

What's interesting is that the field you're showing above doesn't even exist on our Pre-payment Invoices (though I know the data is there if I look at the table data):
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RE: Prepayment invoices and Sales Orders

Jason,

Here is my Prepayment Invoice:

When creating the Prepayment Invoice, from the Sales Order, it has to be linked or when the Sales Order is fully Invoiced (Posted) it will not reverse the prepayment entry.

Do you know if the Prepayment Invoice came from the Prepayment function on the Sales Order? Hate asking but that could be the disconnect.

Thanks,

Steve
JasonW 120 on at

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RE: Prepayment invoices and Sales Orders

Thanks Steve

However, we are trying to trace back from a prepayment invoice to its sales order. These fields are blank in all of our prepayment invoices:

regards

Jason
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RE: Prepayment invoices and Sales Orders

Jason,

On the Posted Sales Invoice for the Prepayment, their is a field on the header called Prepayment Order No. You can Design this field into your Posted Sales Invoice page to see the link.

Hope this helps.

Thanks,

Steve
black_s 328 on at

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RE: Prepayment invoices and Sales Orders

There is a field called Prepayment Order No in the Posted Sales Invoices for the Prepayment Invoices

On the sales order, you can navigate to Prepayment Invoices