How can I transfer an order to an invoice?

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Posted on by Tracy3235

I have an order that for some unknown reason will not transfer to an invoice. The report that prints during the procedure states there are 0 errors and 0 documents transferred. I see no issue with the order and am quite baffled as to why it won't invoice. Any suggestions would be greatly appreciated.

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Tracy3235 80 on at

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Re: How can I transfer an order to an invoice?

I think you're right that it has something to do with the Fulfillment. I do think this field is populated automatically when my invoice is entered. But, for some reason this order did originally say Qty Fulfilled 0. I tried in the Sales Transaction screen to override that number to the 2000 that it should read. The override stuck but it still won't invoice.

If my system generally populates this field automatically, will it cause additional problems to use the transaction Fulfill Orders?
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Richard Whaley 25,195 on at

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Re: How can I transfer an order to an invoice?

Has it been fulfilled? This marks some of the items ordered to be invoiced. You can look at the lines, click on the expansion button, and look at the quantity to invoice. If this is 0 for all lines, no invoice will be generated.

Some document types require separate fulfillment while others automatically mark an order fulfilled when it is entered. If your order is not fulfilled, use the transaction Fulfill Orders to select items and quantities to be invoiced.

If this is not the issue, please post back with as much detail about the order as you can provide.

This topic is discussed in detail in our book Understanding Sales Order Processing available from our web site.