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We seem to be having some issues with AR invoices printing with a different sort, when ideally, all the items would print with the same line number sort as the sales order that originated the invoice.
I understand that if the lines aren't included in a shipment, then they would be skipped, but the first invoice should print in line order, and then subsequent invoices would print remaining lines in their correct sort order.
Anyone had experience with this?
We use a custom report for Sales Invoices so it was easy to fix this. You just need to set the InvoiceLine group sort to [ARTran.LineNbr]
Thanks for the reply :). When you say customer report, is it an RPX? I'll see if i can find sort on our reports.
Yes RPX report
Thanks Royce!
So i tried to add group invoice line, but don't think i'm getting it in the correct place. if you could send me a screen shot of one level ahead of the groupinvoiceline that would be great!
I didn't add groupInvoice to the report - it was already there. In fact, I didn't add groupInvoiceLine either - i just changed the field that was there.
groupInvoice doesn't affect the order of the lines in the report.
What groups do you have in your report?
i'm not sure i have any groups, i tried to add one in, but apparently not correctly! do you know where to add, or where they should show up?
When you do Edit Report, what is the name of the file that gets downloaded?
AR641000
Check whether someone has modified your report. We have the vanilla version of AR641000 and don't have that problem.
The default grouping is:
That being said, i just noticed in the report that the LineNbr on each detail line is actually a calculated field and not from the actual table. This means that its possible that the rows could be printed in an order different to the page, but the LineNbr would mislead you in that instance because it is always sequential.
To be honest, I'm not sure why the report is working fine when there's no sort order specified for the detail lines. I tested about 10 invoices and they all match the page order in the report.
Thanks for the reply, i'll give it another try and see what i come up with.
You've gotten me much farther than i was--i didn't even know about Schema Builder (although my version seems a bit different than yours). Haven't found the correct field to sort on yet, but i'm still trying!
Thanks again!
Found it, left of Grouping in Schema is Sorting. Then just a matter of finding the correct field; works when configured as follows. thanks again for the assist!
Seems a bit weird to sort based on sales orders line numbers in an AR invoice report, but if it's working for you then whatever.
Yes, that probably doesn't make sense. But we enter a sales order in the order of the customer purchase order (or the PO is made in the same order as our QT), so then if we invoice in a different order, it really slows down (or prevents) payment of the invoice. So when the Invoice matches the customer PO, it really makes a difference.
Thanks for all your help! Now if i could just fix a payment date GI I could sleep at night!
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