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Hi All,
is it possible to issue an Invoice (with items) without having a Sales Order?
BR,
Michalis
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Hi Michalis,
The only thing that comes close to what you ask are project invoices.
They required that an item transaction is posted, such as an item requirement packing slip or a project-sales order packing slip.
Yet the invoicing goes through the Project invoice engine which invoices categories but not items.
Irrespective of that you will of course see an item issue transaction at the time you invoice the customer.
What requirement is behind your question?
Best regards,
Ludwig
As far as I know it's not possible, however, maybe free text invoice will help you technet.microsoft.com/.../hh208454.aspx
Hi Ludwig,
the requirement is simple. I do have a customer coming to the Company. He wants to get (e.g. an item) and there is no reason to have a Sales Order. Just Invoice him.
Hi Ievgen,
as far as I do understand there is no way to choose an Item in free text invoice.
Yes, you are right there is no item. What you described is similar to retail scenarious, however, even POS transactions under the hood create SO and then invoice it.
Actually you could create batch job to auto post Sales Orders and even more you can auto delete invoiced SO. In this case user will have to enter only SO and everything else would happen automatically.
I think what ievgen mentioned is correct. You can try recording the transaction through POS or in the call center module where you have streamlined SO recording and processing forms. Yet, irrespective of what you are doing, a SO will be created in the background, which is good as your inventory is immediately adjusted.
Please do not try to use a simplified 'quick and dirty' solution if items are included. Otherwise you might completely get your items availability and stock messed up.
I don't understand the aversion to a sales order at all. No matter what, you're going to have to tell the system the customer number and the item number, and possibly review or update the price. Create the sales order, select the customer, add the item, and then post the invoice directly. Is it really so bad?
Hi Brandon,
as long as one step can be ommited (in such a case SO) that makes the transaction faster and more convenient.
proceeding directly to Invoice (as long as SO is not business wise required in some cases) I think that do not mess up Stock as they are correctly updated with Invoice issue.
Thanks,
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