We transfer orders to invoices and are experiencing a problem with the calculation of the due date. In some cases the date due is even before the invoice date. It appears to be using the original order date in the calculation, but I can't figure out why....or what to change. Has anyone one else seen this? We are on GP 10.0.
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I figured it out. We are on version 10.0 with our upgrade planned to 2013 at the end of the year. The issue is that if the original document in the Master Number string is a Quote, and that quote is transferred to an order and on to an invoice, the invoice due date appears to select the actual ship date as the due date. Most of the time, for us, it is the same day, but we have many instances in which it is previous to the invoice date. That made it pretty difficult to figure out, but I found it by comparing address id (our job information) on all invoices that had the early date problem. I know we will not get a fix for this in the software, so we are determining a business process way to solve the problem. Thanks for walking through this with me.
Christina,
I cannot duplicate this on GP 2010, and I know this was not a problem for us when we were on GP 9.0 before that. I cannot imagine this was different in GP 10.0. We often transfer orders to invoices and we always print our invoices before they are posted, so I know there is no issue with the due date before or after posting the invoice on our system. And I have created many custom SOP invoices for different companies, I am confident I would have heard about this if this was an issue others have experienced. Some questions to try to troubleshoot this:
Yep. That was the view I was looking at when I told you I had 10 un-posted transactions that had the same due date as invoice date. I used the field comparison in SmartList to return documents that had an equal Document Date and Due Date.
Yes, we only have one terms for our Company so it defaults in with the class setup. The terms are Net 15th of the following month. All the customers have their terms in tact, and when the invoices are created without originating on an order, the terms are fine. Same customer, just the difference of the originating order.
Actually I also have many examples of posted invoices that have a due date of the same date, or even less than the date of the invoice.
Well the data is pushed from the order, so it is conceivable this is happening until you post. The invoice should update the due date based on the payment terms and date. Try recreating this scenario in a test company, and see if posting the invoice changes the date for you.
It appears to be happening in SOP, prior to posting. I have a list of about 15 invoices that have a due date equal to the invoice date that all originated with orders.
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