I tried this feature out for the first time yesterday, and it is wonderful! Thank you so much for including it.

Let's say there are 20 random orders that are ready to invoice in full, with no additional changes needed. All I have to do is create a one-column Excel file with the 20 order numbers listed in Column A, and then import the list using File | Import | Order List to Invoice. Bingo.

I realize the list can be generated internally using Order Entry | Auto-Invoice Orders, but the selection options there are limited and I don't get to see the generated list so I can review it. I would rather design a filter to view and then generate the list in Excel. It give me almost total flexibility.

Steve

Hi Steve,

For confirmation, is your request for some process to determine which orders are available to ship based on desired criteria, and then output that order list to Excel rather than perform the invoicing? I could easily be mis-reading your last paragraph. Please explain in a little more detail what else you were hoping to see, if anything (more selection options? create order filter options?).

I'm not requesting anything. Filters give me all of the flexibility I need.

Although the ability to use the standard selection criteria to create an Excel list based on an export template would be nice too. Sort of like what you've done with Physical Inventory Processing.

Steve

OK, now I do have a request for this feature.

What are the criteria that would cause an order that is imported to not be invoiced? A couple that I've discovered are:

1) Causing an amount due over the customer's credit limit
2) If the customer is on hold

What am I missing?

Now, here's my request. Is there a place where a user could tweak those restrictions? For example, they may want to create an invoice even though it puts the customer over their credit limit. Or they may want to prevent a customer from being invoiced if they have a balance in the Over 90 bucket.

Steve

A third is that you don't have enough inventory to invoice the order.

How you want to handle that situation is set in the company profile.

Hi Steve,

In the OE company profile on the Processing Options tab, directly under the 'Auto Invoicing method' field, is a checkbox option to 'Skip credit check when auto invoicing'. Thus selecting this option will tweak the restriction of not invoicing the order because it would put the customer over their limit.

This is the only such option to allow auto-invoicing when it would otherwise be prevented.

Other possible reasons that an order is not auto-invoiced (this may not be the complete list):
- Stock Items are not available to ship, based on whether complete orders/lines are required.
- The payment terms requires a full or partial payment but one has not been saved on the order
- The order is set as Locked
- The order is a Standing or Future order

The auto-invoice log will keep the reason for why an invoice was not generated for an order, or if the order was fully or partially shipped.

Also, if an item on the order is a BOM that needs to be auto-assembled, it will always be auto-invoiced, because it is Day End that performs the assembly process. Same for non-stock items, 'price list items' when Inventory is not used, or orders with only Misc Charges and no items.

I could see the list of potential ways that a client would want to allow/disallow auto invoicing as exceptions to the rule could be quite numerous and different from company to company. One site wants to prevent if over 90, and another would want over 60 That would be quite a lot of YACPOs. Perhaps a future release can have more options, or make those options available to change at run-time.

You can use GridView to create as complex rules as you want and then drive the invoicing of a list of order numbers.

Yes, I am going to use GridView to create the list. Although it would be nice if I could use a filter (if the restrictions are fairly simple).

It's nice to know what the criteria are and how they come into play. Thanks to the above response, I don't have to worry about the credit limit restriction

When a future release is designed to allow/disallow, it shouldn't be a YACPO, but rather on the Generate screen itself.

Thanks

Steve

Suggestion noted.

So I presume then that if Auto-Invoice Orders is run as part of an Automated process, then any additional exception options would not be available, and the standard rules always apply.