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Hi,
We are using the Order 'type' option in SOP, there has been some intermittent problems in converting these orders to invoices. The message when the option is taken to 'transfer to invoice' is '0 documents converted'.
There is adequate stock for the item number. What I do now is void the document and re-enter the order, at this point the order goes through to the invoice stage.
What other area can I look at to determine the probelm. It is not all the orders.
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All the items ordered on these documents are not transferred to an invoice the same day or even within the same month.
The setup did not inciate if there is a timeframe for this 'order' type. Relative to the date of the document, they are approximately 3 months old.
My apologies, I was dealing with some other network issues.
Yes the voiding of the document does move zreo availabilty to having Inventory on-hand. I will take a look again at the users and how they do what they do. I will look at the orders that come up to void and the respective items involved.
You could be right in terms of 'timing' since all of the documents that have come up with the problem were between the months of June and September. It is not happening with 'current' orders.
The SOP transfer process will look at the quantity fulfilled and quantity to invoice fields at the line item level. If the quantity to invoice is zero the line item will not be transferred to invoice. This is the first thing you need to verify before you transfer the order. It sounds to me your problem is more related to timing.
Sales (and more specifically fulfillment) is predicated on product availability. You said clearly that you need to void the orders and re-enter them for them to be transferred successfully to an invoice. This tells me that somewhere in between the order entry and the re-entry, you went from a zero availability of product to having inventory on-hand. I would further assume that when the initial order was entered, quantities are being backordered if you are not overriding shortage all the time.
We need a bit more background on what happens between the time an order is entered and product is received to be shipped out to your customer.
Hi Rosemary,
there isn't a field for quantity available. You need to calculate this field based on qty on hand minus qty allocated. Do any of your reports show a negative number for qty on hand?
If you open the Item Maintenance card for one of these items, what does it say in the field Item Type?
Kind regards,
Leslie
Are you tracking quantities on hand for these consigned items?
Are you over allocated? (ie you have 10 on hand and orders for 30)
Separate fulfillment is not ticked. I am going through your document now.
We are using this option as a Consignment process. The quantity consigned is entered as the quantity fulfilled. As the items are sold, a quantity to invoice is entered in the 'qty to invoice'. We then do a 'transfer to invoice'
Item quantity shortage is changed to 'back order balance'
An invoice is subsequently generated.
We have consignment documents from June of this year and as I mentioned some are able to convert to an
invoice.
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