I imported a list of order to be invoice and I get a message "Order not set to ready to invoice". How do I set an order ready to invoice?

I do not have inventory, but I set the inventory to allow below 0. Could this be the issue?

Marlon Asuncion

This is a technical question - can you please re-post it in that forum.

And when you re-post, please tell us the module and version (including the release date). I'm guessing it's OrderEntry, but it would be better if you stated it explicitly.

Steve

I'll move the thread.

Andrew, thank you for moving the thread.

Steve, it is Adagio OE 9.3A (180410) and the IC is 9.2A (180512).

Marlon Asuncion

Hi, Marlon,

With respect to your question about how to set an order to be ready to invoice, what is your 'auto-invoice method' set to in the Company Profile?

1. Auto-invoice method: No restriction
2. Skip credit check when auto-invoicing is uncheck
3. Verify Ship Via is uncheck

Marlon Asuncion

Okay, thanks.

Is it possible the order has already been fully invoiced?

Is the order Locked?

Where did the order that the error is being given on come from? eg. was it manually entered, imported, written to OE from another product?

Another thing that I need clarified is:

You originally said, ''I do not have inventory' but later you say that 'I set the inventory to allow below 0' and 'IC is 9.2A (180512)'. What does, 'I do not have inventory' mean to you?

Is there IC data in the OE data set you're referring to or not?

1. No, the order is still open.
2. No, the order is not lock.
3. The orders (EDI Order) are posted using Merchant (by EDISoft)
4. I used inventory module and all items have zero quantity on hand (no inventory). The profile inventory level is set to allow below 0.

5. I use both module Adagio OE and IC.

Marlon Asuncion

Hi, Marlon,

Thank you for the clarification.

What's the specific version information for the EDI Merchant being used to write to the data when it's creating orders?

May I know where I can find the specific version?

My Merchant version is 6.1.15 which was recently worked on by EDISoft to be compatible with Adagio OE 9.3A.

Marlon Asuncion

Hi, Marlon,

I think you just provided it to me. Thank you.

It doesn't sound like they are setting the Ready to Invoice field in the OE Sales Order Header to True and, without seeing the data, I'd say that this is what is causing your problem.

How would I set that order to ready to invoice?

Marlon Asuncion

Hi, Marlon,

If you have a good comfort level with GV-RW and the data structure, you could use it.

Otherwise, I'd suggest you contact your Adagio dealer/consultant for assistance with this.

Thanks for the suggestion. I was hoping there is an option in the profile section to default any order entered or posted to be ready to invoice.

By the way, which field do I change and to what value?

Marlon Asuncion

I'm ready to do the work around using GridView-RW.

I don't see "Ready to Invoice" field in Sales Order Header table. Two possibilities I'm seeing that need to be set are:
1. Order Status
2. Order Release #

Please advise or if this is not appropriate to be discuss in the forum, please email me.

Marlon Asuncion

Support,

Is this still being looked at?

Marlon Asuncion

Hi, Marlon,

As I'm sure you can appreciate why, Tech Support doesn't advise people on how / what to do with GV-RW on the forum or via email.

This is probably a good opportunity to contact your Adagio consultant/dealer for assistance. Or, if you'd like, we could perform a database repair for you; however, there is a charge for this service.

Marlon:

If no one answers it usually means that no one has the answer to your question.

"Order not set to ready to invoice". is likely a "state of the order" rather than some flag that you can change.

By "state of the order" I mean things like not future dated and quantity on hand is available to fill the order if allow inventory below zero is not selected.

I'm assuming that your expectation is that following the import the auto invoice function is suppose to run. Try reading the manual, it might give you a clue.

I have implemented the auto invoice function and there is no flag that needs to be set 9that I've seen). All orders are manually entered and meet the normal manual requirements to invoice.

Thanks Doug for the advise. I have already done that before reaching out to forum.

Support,

I'm very familiar with GridView-RW and have use it numerous time to help fix / normalize data for other companies. I just ask the question because you brought GridView RW. So I thought you are willing to give me more information. I'm not asking for specific steps on how to. I just need the what field. Because I've reviewed all of the fields in Sales Order Header and none of them make sense or that I can relate to "Ready to Invoice" flag or field or whatever you call it.

Since this only happens for order that comes in EDI (we use EDISoft's Merchant), so I'm 99 percent sure that they need to change something. But for sure they'll (EDISoft) need specific direction on what need to be change in their posting process. Any information given will be greatly appreciated.

Marlon Asuncion

Ordinal 229 in @O93AHED ( O/E Sales Order Header ) is a Boolean "Ready To Invoice".

It is "hidden" so GV requires /A to make visible.

Hi, Marlon,

We have already contacted Edisoft about this matter.

Thank you. I'll relay that information to EDISoft.

Marlon Asuncion

Michael:

Field "Ready to post". I can't find any reference to this in the Help file.

Is this a flag that can be imported or changed manually or something that is set by Adagio when certain conditions are met?

Hi, Doug,

I don't believe there is a Ready to Post in OE. The fleld in question earlier is called Ready to Invoice. Currently, it's not fully implemented in OE. However, in Marlon's case, it seems that Edisoft was not setting this field to True and, as a result, it was preventing his EDI created orders from auto-invoicing at the end of the Import | Orders List to Invoice function.