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Microsoft Dynamics AX (Archived)

Invoicing multiple Packing Slips individually on the same SO

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I'm sure there's a parameter that I'm having a hard time finding that would turn off the consolidation of packing slips into <multiple> on the same SO when trying to invoice? I'd like to be able to have the option to invoice just one out of two recently generated packing slips.

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  • Guy Terry Profile Picture
    28,924 Moderator on at

    Hi Drumcode,

    Are you thinking of functionality called Automatic summary / Summary update? That controls consolidation of multiple orders onto one invoice.

    If you want to invoice only one packing slip, and you're not running the invoice in batch (with 'Late selection' ticked), set the 'Quantity' parameter on the invoice posting form to 'Packing slip' and got to the 'Lines' tab. You can delete the lines you don't want to invoice.

  • Community Member Profile Picture
    on at

    No, I'm talking about one sales order only. Let's say there are two packing slips for the same SO generated on the same day and at the end of the day the A/R clerk wants to invoice these, but separately and she can't as both packing slips are being invoiced into one.

    I've tried all of the Summary Update options in the Posting Invoice form and it will still not separate the packing slips.

  • Guy Terry Profile Picture
    28,924 Moderator on at

    Hi Drumcode,

    Sorry - I've not been clear.

    You said you were thinking of a parameter that will turn off the consolidation of packing slips on the same SO. I do not know of any such parameter, and was wondering if you are thinking instead of the Summary update functionality (which actually does something different).

    I think to do what you want you should invoice the order manually. On the invoice posting form set the 'Quantity' to 'Packing slip', and go to the 'Lines' tab. Delete the lines for the packing slip(s) that you don't want to invoice.

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