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We are using AX 2012 R2 and recently implemented direct delivery to support our 3rd party vendor HW fulfillment process. There was a sales order with several lines that would be fulfilled out of our own warehouse and 1 line that was processed via direct delivery to be fulfilled from a 3rd party. The customer required a proforma invoice but only the lines fulfilled out of our own warehouse appeared on the invoice. We had to cancel the vendor PO in order to generate the proforma with all the required lines. Then re-process the 3rd party HW line via direct delivery to generate the PO once again. Is this the only option we have? Or is there some configuration required to include direct delivery lines on the proforma?
Thanks!
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Hi cfarris, Is it right that you got your issue resolved?
Best regards,
Ludwig
We do not have any customization with our invoice/proforma process. Our developer reviewed today and it appears that when the PO is generated and open on the SO, AX is moving those lines into a reserve status that does not allow them to be included on the proforma invoice. There is a PO proforma invoice that can be printed that shows the direct delivery items there. Thanks for your support!
Hi cfarris,
Are you aware of any modifications that have been made to the invoice/proforma invoice document that might be responsible for the behavior you see?
Best regards,
Ludwig
Hi cfarris,
What parameters did you use on the update form before you printed the proforma? Did all lines appear in upfront correctly or not?
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