Ho To post a sales order into partial sales invoice

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Posted on by AmberPFC

I have a sales order, and out of the 8 lines with items, only 3 lines are shipped (drop shipment) and these should be invoiced to the client. So I need to creatr=e a sales invoice out of that sales order for just those 3 lines. The remaining 5 lines will be shipped later and so I need to create a sales invoice for those 5 lines at a later point in time.

Is is possible? And How do I do this.

Can anyone help me?

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MahGah 15,529 on at

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Hi

In SO Line you have QTY Shipped and QTY to Invoice. Make sure for those line that has not shipped you remove the QTY from QTY to Invoice (in my example I changed from 12 to 5 because only 5 shipped) Then post and Invoice (only select invoice) and it should invoice only lines that populated QTY to Invoice.

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Nitin Verma 21,708 Moderator on at

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Hi AmberPFC ,

Yes please follow below steps.

1. go to Sales Invoice

2. Create new sales invoice

3. Take the same customer as was in sales order.

4. Go to Line and choose functions Get Shipment lines as per below image.

5. Now choose the desired shipment which is posted and choose the items line accordingly, those will be copied into your sales invoice

6. Now you are ready to post those items.

Thanks.

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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Because this is a Drop Shipment, the Purchase Order is the driver for the shipping of the products. When you Post "Receive" on your linked Drop Shipment Purchase Order, the Sales Order will Ship equal quantities/lines to match the PO Receipt. This is because technically the Vendor shipped the product to your client on your behalf.

Now that your Sales Order is marked with a Qty. Shipped, you can fill in the Qty. to Invoice with a matching amount and Post "Invoice". There is no system need to create a separate Sales document, only a business rule would require this.

By only filling the "Qty. to Invoice" for the lines and quantities that have shipped, the Sales Order will remain open waiting on the rest of the lines/quantities to Ship and eventually Invoice.

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