Once you activate the Accounting Invoices option, the next step will be consolidating sales orders in Accounting Invoices. The system will allow users to consolidate sales orders already confirmed and not yet associated to an Accounting Invoice. Roles enabled to perform this action: Admin, Sales, Sales Manager, Allocations.
Instructions
- Go to Order Entry>>Order Summary.
- Search for the sales orders that you want to include in the Accounting Invoice and select them.
- Click on the Actions button and then Generate Accounting Invoice.
- The system will open the Accounting Invoices window. Select the date for the Accounting Invoice and click on Generate.
- Wait a couple of seconds while the Accounting Invoice is processed. Notice that a link will appear to take you to the Accounting Invoice Summary screen and the system will explain the reasons why some of the sales orders could not be processed (if that is the case).
