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#60942 - 05/23/19 05:09 AM OE 9.3A Auto invoice generation
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4511
Loc: Wynnewood, PA
Is there a way to force the invoice numbers to be assigned based on the way orders appear on the order grid, instead of by order number?

A user sorts their orders grid by customer number, yet when they run auto-generate invoices, the invoice numbers are assigned as if the grid is sorted by order number.

I didn't test it out; is the result any different when importing orders from a CSV or Excel file?

Thanks

Steve

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#60948 - 05/23/19 02:07 PM Re: OE 9.3A Auto invoice generation [Re: Steve Schwartz]
Softrak Support Online   happy

Adagio Action Team

Registered: 03/09/99
Posts: 11557
Loc: Vancouver, BC Canada
Hello Steve,

The Invoice Orders window does have a Sort by section. If you change the Primary Sort to Customer number, you will get the result that you wanted.

No, there is no difference when the Order List is imported for Auto Invoicing.

I have added a suggestion for a future release of OrderEntry for the Import issue.


Edited by Softrak Support (05/23/19 03:23 PM)
Edit Reason: Correction

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#61075 - 06/06/19 11:27 AM Re: OE 9.3A Auto invoice generation [Re: Softrak Support]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4511
Loc: Wynnewood, PA
We came up with a pretty crazy workaround and I want to share it.

Instead of importing the order list into File | Import | Order List to Invoice, they now import it into File | Import | Update Orders, and the template puts an "X" in the Ship Via field.

Then they use the Order Entry | Auto Invoice Orders function, sort by customer, and filter on the Ship Via field ("X" only). We created a Favorite for this purpose.

Luckily for them they do not use the Ship Via field; the field doesn't have to be Ship Via, but it has to be one that is a) not used, b) available in the Import Update Orders function, and c) available as a filter in the Auto Invoice Orders function.

They are looking forward to a future release of OrderEntry that assigns invoice numbers to imported orders based on the list itself.

Steve

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#61078 - 06/06/19 12:05 PM Re: OE 9.3A Auto invoice generation [Re: Steve Schwartz]
Softrak Support Online   happy

Adagio Action Team

Registered: 03/09/99
Posts: 11557
Loc: Vancouver, BC Canada
Interesting workaround Steve!

I've appended your comments to the original feature request.
_________________________
Regards,
Softrak Tech Support

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