Best way to link a sales shipment to sales invoice

Alex_Chow

Hi,

We have a request to display the sales invoice number on the sales shipment table. Basically, the customer's business rule is always going to be one shipment one invoice. When the order is posted, it's always Ship+Invoice.

There are several ways to go about it, but in your opinion, what's the best way to display the sales invoice number on the sales shipment header?

Savatage

how about a flowfield - then you could use a lookup to go right to the invoice. I believe both the sales Invoice & the Shipment both have the orig Order Number in common.

kine

In this situation the biggest problem is if you have the N:N relation between the shipment and invoice. (For example, if you have 3 shipments, each with 2 lines, and 3 invoices with 2 lines) And if you invoice the shipment in this way:

Shipment line - Invoice Line
1.1 - 1.1
1.2 - 2.1
2.1 - 1.2
2.2 - 3.1
3.1 - 3.2
3.2 - 2.2

And if you connect the shipment with the invoice just through the order no. you will have result that shipment 1 was invoiced with Inv 1,2 and 3. But it is not true... :-) but it depends on the customer, if this situation is possible and or it doesn't matter... 8)

Mbad

I would do like nav does from orders/invoices in 4.0+. Using a form to accomodate the problems Kine described. Can do it by line if needs be.

Savatage

It also depends on how they Ship - For us we invoice & ship - no second invoicing - it closes on invoice & its done.

deadlizard wrote:

Basically, the customer's business rule is always going to be one shipment one invoice. When the order is posted, it's always Ship+Invoice.

so every shipment & invoice always have the same number. Which makes the flowfield work for us.

---

We have a command button on the Purchase Invoice that looks up all the recieving.
It works better in this direction-> Invoice to Shipments.

PushAction:RunObject
RunObject:Form Posted Purchase Receipts
RunFormView:SORTING(No.) ORDER(Ascending)
RunFormLink:Buy-from Vendor No.=FIELD(Buy-from Vendor No.),Order No.=FIELD(Order No.)

I think I'm off topic now

Alex_Chow

How would a flowfield work? A sales order can be shipped more than one time.

There's no Sales Shipment No. on the Sales Invoice Header table.

Savatage

We don't ship more than once - that's why using the "order no." works.
The orig order number is only on the shipment header & Sales Invoice once - so they match. But it's not going to work in everyone's situation.
That's probably why it's complicated and is not part of standard nav.

I thought you mentioned that was your customers case too.

When we ship that sales order is done.
In fact we have had mods that close the sales order and we can leave items on their that are out. The invoice shows the cust what was out so they can re-order.
So it's basically like "No Backorders". We ship what we have, period.

#-o
It ships then it invoices that's why you have no number to send to the shipment.

Savatage

http://savatage99.googlepages.com/Poste ... nvoice.pdf

If you cust ships more than once then I guess this isn't the best way
But it sure is easy

Alex_Chow

Here's the easiest way I thought of linking the 2.

1. On posting, fill in the Your Reference field with the SalesShptHeader."No." (The External Document No. should be used to store custemer PO)
2. Create a flowfield on the Sales SHipment Header to link to the sales invoice header.

Voila, no heavy customizations.

Savatage

See a flowfield is not so terrible 8)

Alex_Chow

I was hoping for a non-modification way of going about it...

But, doing so will use the minimal amount of code.

Mbad

Dont use flowfields for this. Should avoid flowfields when it can just as easily be on a button.