Create automatical description lines in sales invoice that show the No. of the documents included in it.                                                                                                                                         

Module Description

This module allows you to define which line information to report along the process (Active cycle) that starts from the “Sales order” document and which, passing through the shipment note and arrives at the “Sales invoice”.

The information that can be transported from one document to another is:

• The sales order number;
• The customer's order number (External Document No.);
• The customer reference;
• Sales expedition comments;

Setup

Setup Origins

In the Sales Line Management section of the Origins Setup there are flags which allows to display information from the order to the sale shipment note and finally to the invoice.

The flags are:

• Show order number: Shows the order number on the invoice;
• Show customer order number: Shows the customer order number (External document number) on the invoice;
• Show vs reference: Show your reference on the invoice;
• Insert Line Comments: Reports shipping line comments, in the invoice line comments.

Functionality

If the Show Order No. flag in the Origins Setup is activated, the sales invoice will also show the original sales order number of the document in addition to the shipment number.

If the Show Customer Order No. flag in the Origins Setup is activated, the sales invoice will show the customer's sales order number as well as the shipment number: the description of the field shown in the sales invoice is Your Order , while the value of this field depends on that of the external document number in the sales order.

If the Show Your Reference flag in the Origins Setup is activated, the sales invoice will also show the Customer Reference in addition to the shipment number: the description of the field shown in the sales invoice is Your Reference , while the value of this field depends on that of your reference in the sales order.

As regards the transmission of comments to the invoice, it is necessary to activate the Insert line comments flag in the Origins Setup .

In this way, when the draft sales invoice is created, the comment lines present at the “posted sales shipment” level will be display on the corresponding invoice line.

Comments on the shipping line:

Sales Invoice Line Comments taken From Sales Shipment Line