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Sales order type item requirement status: Delivered, not invoiced

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Hi, 

The sales order type item requirement was created from the project for service item(non-stockable), and a purchase order was create from the sales order(type item requirement). 

When the purchase order product receipt is posted, the sales order status changes to "Delivered". Which looks okay for me.

However, the sales order status doesn't move to "Invoiced" even the vendor invoice is posted for the purchase order.

As far as I know, the sales order type item requirement status will automatically converted to "Invoiced" when the delivery is done. But it seems, doesn't work as my understanding.

Can anyone explain me how to change the sales order type item requirement to "Invoiced" without generate project invoice? (We won't send the project invoice for this service item to client)

Thank you.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales order type item requirement status: Delivered, not invoiced

    Hello J.E.,

    Do you see the item requirement if you select 'active'?

    If this is not the case then the status of your related sales order should be 'invoiced'. If this is not the case, I would recommend getting into contact with a developer to debug. Might be the fastest way to get this issue resolved.

    Best regards,

    Ludwig

  • J.E Profile Picture
    J.E on at
    RE: Sales order type item requirement status: Delivered, not invoiced

    Hello Ludwig,

    I already checked the item requirement is still active or not. I don't see the item requirement if I select only 'active' in the show drowndown.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales order type item requirement status: Delivered, not invoiced

    Hi,

    If you open the item requirement form, do you still see your item requirement if you select 'active' in the show drowndown that you can find in the upper lefthand form of the item requirement mask?

    If this is the case then consumption of the items has not directly been consumed for the project.

    What you need to do then is open the item requirement form, select the item requirement and post the packing slip. Once that is done and with your vendor invoice posted, the status of the related sales order of the type item requirement should change to invoiced.

    Best regards,

    Ludwig

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