Hello!
I'll preface this question by stating I'm an AX admin, not a developer. This may be a very 'simple' question, and if so, I apologize.
We are on AX 2012 R2, and I've been asked by my boss to explore whether we can use a batch process to convert our sales orders to invoices and send them out... with a caveat or two. It's the caveat that is tripping me up.
We require manual review of each sales order to ensure that it is actually ready for invoicing--we cannot simply assume that because an order has shipped, it can be invoiced. The process, as it is envisioned, would look something like this:
Day 1 - an completed order is shipped out. The associated paperwork is given to the AP clerk at the end of day 1.
Day 2 - AP reviews the order and decides if it is ok to invoice. If it is ok to invoice, the order is manually added to the batch.
Evening of Day 2 - all invoices from Day 1 that were ok'd for invoicing are processed via batch. Invoices are emailed or printed according to each individual customer's setup parameters. The invoices should go out with Day 1's date (the net terms start from the date of the shipment, not the date of the invoicing).
Is this possible with out of the box configurations, or will this require a developer? My initial readings show that you can use filters to select specific orders for processing, or that you can select a range of order numbers, but I haven't yet found documentation on manually selecting orders for invoicing and adding them to a batch process.
Thank you for your time.
sm
