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Microsoft Dynamics GP (Archived)

Recurring of SOP invoicing/billing with different periods, automatically

Posted on by 3,795

I am looking for a solution or any customization that can automatically generate multiple invoicing (billing) with different period of billings.

For example, the Inventory items are like subscription packages,

customer sign-up for 1 year subscription and the SOP invoices will be automatically generated (can be as a batch) for each and every monthly (if the subscription is monthly billing basis).

Thank you.

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  • DominicBeland Profile Picture
    DominicBeland 330 on at
    RE: Recurring of SOP invoicing/billing with different periods, automatically

    So if I understanding well, there is a recurring option for orders in the SOP module that can track the frequency of billing an order.  However, there is no mechanics involved?  

    Example: eventhough I create an order that should be billed quarterly, I could transfer the batch in the middle of the quarter and the invoice will have the system date as the invoice date instead of the end of the quarter?

    So there is no way to filter out the orders that shouldnn't be billed vs the one that should in the period?  what's the use if GP doesn't use that frequency as a mechanic to post these documents?

    Am I missing something?  

  • lakchahal Profile Picture
    lakchahal 20 on at
    Re: Recurring of SOP invoicing/billing with different periods, automatically

    You could also use Recurring Billing solution available from Binary Stream.

  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    Re: Re: Re: Recurring of SOP invoicing/billing with different periods, automatically

    Can  you create a recurring invoice in the Receivables module and use that?   This skips SOP altogether.

  • William Kow Profile Picture
    William Kow 3,795 on at
    Re: Re: Recurring of SOP invoicing/billing with different periods, automatically

    Actually we need recurring Invoice is SOP. Although we know that Sales Order can do repeating or recurring, but we want a recurring directly in Invoice and not transfer from Sales Order to Sales Invoice. We do not wish to start from Sales Order.

    Is there any other workaround to have this same function as sales order and also in sales invoice.

  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    Re: Recurring of SOP invoicing/billing with different periods, automatically

    Recurring invoicing in RM is supported using recurring batches.

    Scheduled payments is an option if inventory is not adjusted monthly.

    If SOP and inventory adjustments are needed, SOP supports recurring orders.

    You could also use an order with multiple delivery dates and fulfil/transfer based on data with Advanced Distribution.

    Each of these takes a bit to explain.  We cover #3 & 4 in our book Understanding SOP.

    Is there a problem with using one of these schemes?

     

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