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Quantity to Invoice

Posted on by 220
Hello experts, 
 
How do you get the quantity to invoice to fill in automatically when you have completely shipped the line?
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,749 Super User 2024 Season 2 on at
    Quantity to Invoice
    Yes, good point - setting the Default Quantity to Ship field to Remainder will populate both the Qty. to Ship and Qty. to Invoice fields on sales lines prior to any posting, and also after posting on a sales lines, not only after posting. 
     
    Personally, I would say setting it up to Blank or Reminder is really dependent on the business processes, as opposed to generally setting it to Blank. Sure, there are instances where it can cause issues, but there also a dozen scenarios where setting up to Blank requires manually populating the Qty. to Ship and Qty. to Invoice fields which is just a waste of time if its not required. 
     
    As to the Qty. to Invoice field being populated with the amount that was shipped when a sales line is shipped - as far as I can tell this does not happen in the NA version of BC that contains no extensions/customizations. If you have the Default Quantity to Ship set to Reminder and you fully ship a sales line, then yes, in that case the Qty. to Invoice will equal the Quantity Shipped. However, if you ever partially ship you would run into issues assuming that Qty. to Invoice = Quantity Shipped. This is what I see:
     
    For example, if I partially ship a sales line:
     
    • Default Quantity is to Ship set to Blank:
    • I created a sales order with a quantity of 10 -> Qty. to Invoice remains blank 
    • I change the Qty. to Ship to 5  -> Qty. to Invoice remains blank 
    • I ship the 5 -> Qty. to Invoice remains blank 
     
     
    • Default Quantity is to Ship set to Reminder: 
    • I created a sales order with a quantity of 10 -> Qty. to Invoice changes to 10
    • I change the Qty. to Ship to 5 -> Qty. to Invoice changes to equal the Qty. to Ship, which is 5
    • I ship the 5 -> Qty. to Invoice changes to 10
     
    Essentially:
     
    • If Default Quantity to Ship is set to Blank 
    • Qty. to Invoice is never populated
     
    • If Default Quantity to Ship is set to Reminder
    • If you initially populate the Quantity field in a new document -> Qty. to Invoice will equal the value in the Quantity field
    • If you change/update the Quantity field -> Qty. to Invoice will change to the new Quantity
    • If you change the Qty. to Ship field -> Qty. to Invoice will change to Qty. To Ship + Quantity Shipped
    • When you ship without invoicing -> Qty. to Invoice changes to the remainder (Quantity - Quantity Invoiced). So the Qty. to Invoice will only equal to the Quantity Shipped if the line is fully shipped. 
     
    Valentin Castravet
    Zander ERP Services
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,894 Super User 2024 Season 2 on at
    Quantity to Invoice
    Just to add some clarification, using the "Default Quantity to Ship" = "Remainder" will populate BOTH the "Qty. to Ship" and "Qty. to Invoice" fields PRIOR to any shipments on the line.  This has the potential to allow a User to fully ship and invoice a line on accident, and we generally recommend this be set to Blank.
     
    When you Post a Sales Line as Shipped, the Qty. to Invoice field populates with the amount that was Shipped.  This happens automatically so you can have a Job Queue invoice lines that have been Shipped but not Invoiced.
     
    If your Qty. to Invoice field is NOT populating based on a shipment being posted, you need to review any extensions that may be adversely impacting this functionality.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,749 Super User 2024 Season 2 on at
    Quantity to Invoice
    In the Sales & Receivables Setup Page, set the Default Quantity to Ship field to Remainder. This will automatically calculate and populate the Qty. to Ship and Qty. to Invoice fields on sales lines.
     
     
    Valentin Castravet
    Zander ERP Services

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