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Hi,
Let me know if there is any option to select different sales series when transfer sales order to sales invoice. Usually system will pick up the default series in sales order setup and transfer to corresponding invoice.
Regards,
Noushad
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Hi,
You can do it if you transfer one document at a time. Click the little blue arrow next to the Document ID field. The Sales Document Detail entry window will open. On this window, you can change both the Type ID and the Batch ID. This is also where you can enter what you want the GL Reference to be if you don't like the default. Do you have some logic as to which document type you want to use based on the document you are transferring?
Kind regards,
Leslie
This can be done via a Dexterity or Visual Studio Tools customization. I don't know the practical application for your case, but it's doable.
Shawn is correct. I would just like to add when you entered this order you selected the Document ID first and then when you tabbed passed this field the next order number appeared based on the seed number assigned to this Document ID. Now in SOP Document Setup you have selected to use a certain Invoice Document ID which has its own seed number. So in order for it to use a different series of invoice numbers you would have to select a different Document ID at the beginning. At this time there is no way, out of the box, to choose a different Document ID at the time you attempt the transfer. You could enter this as a suggestion and if it gets enough votes it will come to be.
The Sales Order Setup window drives this - so it's a one to one relationship. If you use more than one sales order setup, then you can have them assign to different sales invoice setups.
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