Order to Invoice report

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Hello, when an order gets transferred to an invoice a log prints, is there a built-in report that can be run for a day or whatever time period to show all the orders that were transferred to invoices on that day along with both numbers (order no. and invoice no.) ? I looked under reports bur did not see anything like that. I know I can create a smarlist in SOP and use the original number field but was wondering if there is an already formatted report that can be printed showing the transfer dates. I'm most concerned with the date the order was transferred to an invoice.

Also, does the DocDate on the invoice use the same date as the order or the date it was transferred? For example say an order is entered on the 1st but it not transferred to an invoice until the 3rd, will the docdate on the invoice be the 1st or the 3rd?

TIA

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Frank Hamelly | MVP... 46,633 Moderator on at

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I don't think such a report exists because the log created is a temporary file.

The invoice date is the date the invoice is created (transferred).

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Community Member on at

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Frank is right, There is no such report to track Order to Invoice. Through customized report we can track the same

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soma 24,410 on at

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I think you can view the transferred invoices which are originated from orders in SmartList report. Go to SmartList-->Sales-->Sales Transactions and add the columns Original Number and Original Type. Then set the filter for Original Type = 2 and Original Number is not equal to zero. Now click ok to view the reports.

Note: For your example, the default document date is taken from date of user transferred the order to invoice. So, you can set the filter for document date of invoice to get the reports. But, sometimes users may change the invoice document date after it was transferred from orders. So, be double check with the document date and get the reports.

Hope this helps!!!

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