sales order client want to do invoice it before pick and packing slips

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Posted on by Taraka rama prasad ...

Dear All,

One of my customer requirement is, In sales order client want to do invoice it before pick and packing slips.

As per AX standard it not accept. please suggest me that any alternate solution have in AX to fulfill the customer requirement.

Thanks in advance.

Regards,

Tarak

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Pravasti AK 2,985 on at

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Hi Prasad,

you can enable the deduction requirements in inventory model group, which will not allow you the financial deduction(invoice) until it is physically(packing slip) deducted.

The deduction requirements will stop the posting of invoice without posting the packing slip. There is no other restriction to stop the invoice being posted without doing the packing slip.

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Ludwig Reinhard Microsoft Employee on at

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Hi Tarak,

If the packing slip has not been posted, AX will post it automatically at the time an invoice is posted.

Do you know why your customer wants to create the invoice before posting picking & packing slip?

If you need a preliminary invoice document for tax or other reasons, you can make use of the proforma invoice functionaltiy.

Maybe this is what your customer wants?

Would be great if you could clarify and provide some additional information on the underlying business scenario.

Many thanks,

Ludwig

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Taraka rama prasad ... 54 on at

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thank you very much Ludwig for your valuable suggestion, right now we are suggested to client proforma invoice functionality but actually scenario is client wants to invoice the sales order and collected cash/amount today and deduction in the stock should be happen some other prescribed delivery date only (means not same date after one week or more days).

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Ludwig Reinhard Microsoft Employee on at

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Hi,

I think the proforma invoice functionality is an acceptable Workaround here.

Another side question: How can your customer ensure that he invoices the customer all goods shipped if he wants to create the invoice already before shipping?

Wouldn't that be a scenario that can also be handled by prepayment invoices that are deducted with the final invoice?

Best regards,

Ludwig

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JoeGr 360 on at

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Hi Ludwig, I agree on the prepayment solution but how would you do that in AX2012? On the Purchase order side there is a native function but on the Sales order side there is no such functionality available to my knowledge.

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Murthy2601@hotmail.com 637 on at

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Hi,

This can be achieved through call center module. When you enable the call center module, it will allow you to process the payment through Credit Card, Check or Customer Account and AX will also post a prepayment entry for the same.

Hope this helps in handling prepayment.

Regards,

Narasimha

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Ludwig Reinhard Microsoft Employee on at

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Hello Joe,

In addition to what Narasimha suggested - and provided that you do not make use of the retail features - you can use dummy items that you are using for incorporating sales order related prepayments.

Best regards,

Ludwig

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Ludwig Reinhard Microsoft Employee on at

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Hello Tarak,

Is there something left open here or can we get this thread closed by verifying the answers that helped?

Best regards,

Ludwig

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