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When using the SOP-POP link, there are instances where we need to invoice the customer before the vendor PO invoice is entered. With the SOP-POP link, this is not allowed. What options are available if I need to invoice the customer first and still have some method to tie the Purchasing invoice cost back to the original invoice?
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Hi Jay,
There is a solution!
The Professional Services Tools Library doesn't include this, but it's available free from Professional services at Microsoft. You need to open a support case (non-chargeable) to ask for it. It used to be called Shipment Notification. More tools are described in my blog post:
dynamicsconfessions.blogspot.com/.../tools-available-from-professional.html
Back when I wrote the article, Microsoft charged for these tools, but as of last March, they are free.
Give it a try!
Kind regards,
Leslie
You will also have to worry about your stock quantities for inventory items if you are going to post these invoices. Unless you use lot tracking or serial numbers there is no way to lock in the cost. This will be based on your valuation method and set at the time you post the invoices. The only other option is to go to Tools->Utilities->Inventory->Adjust Cost after you have posted the invoices and the PO receipt. This will go back to all the sales transactions associated with this receipt layer and adjust the IV and COGS accounts. Not a very elegant solution but perhaps the only one.
Actually, I'm not concerned about the reports. I'm concerned about the COGS amount that post to the GL account. If I send the invoice out to the customer first, it uses a default COGS from the Current Cost from the item cards. However, if the vendor invoice is received later and has a different cost, the COGS will be different. What are my options to make sure that I get the cost from the vendor invoice to match to the sales invoice? It seems like I need to make some sort of manual entry adjustment unless there's a better solution.
Are you concerned about the resulting AR document? If not, you could modify one of the alternate sales irder forms to look like an invoice. So you print what looks like an invoice but it is still a sales order and you do not disturb the SOP to POP link.
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