Consolidated Sales Invoices

Kaetchen

Hi,

I would like to create sales invoices/orders for multiple clients (branches) and consolidate those to one invoice for 1 client (head quarter).

Does anyone know whether this is possible?

Thanks,
Kaetchen

kine

You need to create orders for the customers in Sell-To Customer No. and use the HQ as Bill-to Customer No.

Kaetchen

I did this - but it still creates 3 invoices instead of 1 to the "Bill to Customer" address.

Is it possible to have all 3 orders consolidated on 1 invoice for the HQ?

Thanks,

Savatage

Are you just sending them 1 printout?
or are you transfering data and you want to send them one ledger entry?

how are you sending it, Daily, Weekly , some other criteria?

if so you can create a new invoice report based on the posting date.
let us know.

If Kine doesn't know, nobody does!

ara3n

You can create several order for multiple customers. once the orders have been shipped. Create a new sales invoice and go to function -> get shipment. Select those sales orders. This will allow you to combine mulitpel sales orders into one invoice.

Savatage

ara3n wrote:

You can create several order for multiple customers. once the orders have been shipped. Create a new sales invoice and go to function -> get shipment. Select those sales orders. This will allow you to combine mulitpel sales orders into one invoice.

I have never worked with this But I'm interested.
So you ship but DON'T invoice the orig orders.
Create a new order & get those shipments - this will be the invoice.
Do you then delete the shipped Not invoiced orders so double billing doesn't occur?

ara3n

Savatage No, Navision, will update the Sales Order qty invoiced info. You wouldn't be able to double invoice.
You need to create a new invoice not order. and do getshipment. Navision filters it on bill-to customer no. and qty shipped not invoice on sales shipment line.

If the Sales Orders are fully invoiced and shipped, all you would need to do is delete the sales orders.

Savatage

Thanks nice to know!

Alex_Chow

ara3n wrote:

If the Sales Orders are fully invoiced and shipped, all you would need to do is delete the sales orders.

There's are functions in the Periodic Activities that does the Combine Shipment function for you so you don't have to do it one by one.

You can also delete the invoiced sales orders in the Periodic Activities --> Delete Sales Documents --> Delete Invoiced Sales Orders

Kaetchen

Thanks all for your help!

The solution for me is "combine shipments".

1. I create customers with same bill-to-customer no and tick "combine shipments" in shipping details.
2. Create order and post shipment.
3. In periodic activities choose "combine shipments" and create at the same time one invoice for "Bill-To-Customer"


Kaetchen

Savatage

I'm glad that solution fits your needs \:D/

Alex_Chow

Once again, this forum saves another person from endless hours of research