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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!
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:
- Start at the Generic Inquiry screen for SO-Sales Order. Navigate to the Results Grid tab.
- 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).
- Save.
@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.
Figured it out - left joining ARTran on SOOrder. I completely missed the ARTran.SOOrderNumber field initially.
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