What triggers the generation of a Customer Invoice from a Sales Order?

Business Applications
1

I have a sales order with non-stock and stock lines. How do I get each line to an invoiced status?

2

To get each line of your sales order to an invoiced status:

For Non-Stock Lines Without a Shipment:

  1. Mark as Ready to Invoice:

  • Open the Sales Order.

  • For the non-stock lines, update their status to “Ready to Invoice” directly in the Sales Order.

  1. Generate Invoice:
  • Use the “Generate Invoice” action at the Sales Order header level once the non-stock lines are marked as “Ready to Invoice”.

For Non-Stock Lines With a Shipment:

  1. Ship:

  • Create or add the non-stock lines to a shipment.

  • Confirm the shipment to move the non-stock lines to “Shipped” status.

  1. Generate Invoice:
  • Once the non-stock lines are in “Shipped” status, use the “Generate Invoice” action at the Sales Order header or shipment header level.

For Stock Lines:

  1. Pick and Ship:

  • Ensure the stock lines are picked and shipped. This involves:

  • Picking the stock items from inventory.

  • Confirming the shipment to move the stock lines to “Shipped” status.

  1. Generate Invoice:
  • Once the stock lines are in “Shipped” status, use the “Generate Invoice” action at the Sales Order header or shipment header level.
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