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How to create Posted Sales Invoice number (grouping by Sell-to Customer No.)

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Posted on by 182

We have multiple Sales Orders for same customer, we will create a bulk Warehouse Shipment and bulk Warehouse Pick together with other customers, after post Ship and Invoice, how can we get Posted Sales Invoice No. sequence by Sell-to Customer Code instead of Sales Order No ( I think this is default)

This is Sales Order list, view (sorted by Sell-to Customer Name):

1234.Sales-Orders.png

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 59,978 Super User on at
    RE: How to create Posted Sales Invoice number (grouping by Sell-to Customer No.)

    Hi, Hopefully the link below can give you some hints.

    Manual number for Posted Sales invoice and Posted Purchase invoice (Use the same number in Sales Order and Posted Sales Invoice?)

    https://yzhums.com/21537/

    Thanks.

    ZHU

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,025 on at
    RE: How to create Posted Sales Invoice number (grouping by Sell-to Customer No.)

    Hi,

    1. Create One Processing Report by using Sales Header dataitem.

    2. Sorting on Sell-to Customer No.

    3. Write code on OnAfterGetrecords of Sales Header Dataitem.

    4. In this way system post Sales Invoice according to the Customer

    Regards

    Amit Sharma

    www.erpconsultors.com

    https://www.linkedin.com/in/amit-sharma-94542440/

  • LaserCopr Profile Picture
    LaserCopr 182 on at
    RE: How to create Posted Sales Invoice number (grouping by Sell-to Customer No.)

    Hi Amit,

    Can you please the advise the steps to do batch achieving?

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,025 on at
    RE: How to create Posted Sales Invoice number (grouping by Sell-to Customer No.)

    Hi,

    Pls do create Batch Job for achieving the above requirement.

    Regards

    Amit Sharma

    www.erpconsultors.com

  • LaserCopr Profile Picture
    LaserCopr 182 on at
    RE: How to create Posted Sales Invoice number (grouping by Sell-to Customer No.)

    thanks Josh,

    Unfortunately although these sales orders are under same Sell-to Customer No., but need to ship them to different Ship-to Customer address, we cannot combine the Posted Sales Invoices

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,131 on at
    RE: How to create Posted Sales Invoice number (grouping by Sell-to Customer No.)

    Providing you have enabled “Combine Shipments” at customer level you can try the combine shipments routine to generate a single invoice based on lines shipped. Details here: docs.microsoft.com/.../sales-how-to-combine-shipments-on-a-single-invoice

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