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Novice Question - Adding Invoice # field to Sales Orders GI?  

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P-Bass
Posts: 3
 P-Bass
August 3, 2020 7:43 pm
(@p-bass)
2-5 Posts
Joined: 6 months ago

There are probably better ways to go about this, but I'd like to see if there is an easy way to add Invoice # to the primary Sales Orders generic inquiry?

I'm wanting a quick sanity check to see what SO's have been invoiced / haven't been invoiced.

 

I appreciate any assistance!

Topic Tags
invoice sales orders Generic Inquiry
5 Replies
Kimberly Wise
Posts: 15
 Kimberly Wise
August 6, 2020 12:37 pm
(@kpwise)
6-20 Posts
Joined: 10 months ago

Hi, P -

Disclaimer - I suggest making a copy of the GI for anything other than the most basic modifications to provided/existing GIs. However, this is a good example of a basic mod! You do not have to add any tables or joins/DACs or Relationships:

  1. Start at the Generic Inquiry screen for SO-Sales Order. Navigate to the Results Grid tab.
  2. Add a row for the SOOrder Object and the InvoiceNbr Data Field. (The Visible box is automatically checked, so the column will appear without your having to add it via the Column Configurator of the list).
  3. Save.
image

 

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P-Bass liked
P-Bass
 P-Bass
(@p-bass)
Joined: 6 months ago

2-5 Posts
Posts: 3
August 7, 2020 3:35 pm
Reply toKimberly WiseKimberly Wise

@kpwise Thanks for the reply, Kimberly!

I actually went that route, but I realized that it would only pull Invoice Numbers for SO invoices, rather than the AR Invoice number.

We are indeed invoicing sales orders, but our current invoicing process (recent go live, we are trying to figure this out as we go) does not create SOInvoice documents, just ARInvoices.

Do you think we may be going about our invoicing incorrectly?  I'm a bit confused on the difference between SOInvoices and ARInvoices, or at least what important distinctions exist between the two.

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P-Bass
 P-Bass
(@p-bass)
Joined: 6 months ago

2-5 Posts
Posts: 3
August 7, 2020 10:16 pm
Reply toP-BassP-Bass
Kimberly Wise

Figured it out - left joining ARTran on SOOrder.  I completely missed the ARTran.SOOrderNumber field initially.

 

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Daru liked
Tim Rodman
 Tim Rodman
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(@timrodman)
Joined: 5 years ago

Over 200 Posts
Posts: 2488
September 28, 2020 11:20 pm
Reply toP-BassP-Bass
P-Bass
Kimberly Wise

@p-bass Just keep in mind that you are now getting one record for every Invoice Line as opposed to one record for every Sales Order.

Regarding SO Invoices vs. AR Invoices, I personally think it's really confusing that there are two invoice screens: Invoices (SO303000) and Invoices and Memos (AR301000). Especially because they each have their own invoice format associated with them.

For clues as to when an invoice lands in one screen or the other (or both), compare the CONDITIONS tab in the definition of these two Generic Inquiries: Invoices (SO3030PL) and Invoices and Memos (AR3010PL).

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megan.friesen
 megan.friesen
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(@megan-friesen)
Joined: 10 months ago

51-100 Posts
Posts: 51
January 7, 2021 6:43 pm
Reply toP-BassP-Bass
Kimberly Wise

@p-bass - I think likely the reason you have SOInvoices and ARInvoices in Acumatica is to allow for segregation of duties so that users who should only have access to inventory Sales can't also access non-inventory invoices (i.e. project invoices).  The 2 different screens also have different options (i.e. SOInvoice screen CO303000 has options for shipments, orders, etc.) which are not available on the standard ARInvoice screen (AR301000).  Once an SOInvoice is posted, it will show up in the AR Invoice screen, but not before.

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