Therefore one incomplete entry would not hold up an entire batch from being updated.
by: Roberta V. | over a year ago | Sales & Distribution
Completed
Ability to transfer a Sales Order entry from one batch to another batch. Batch merge.
by: Roberta V. | over a year ago | Sales & Distribution
Comments
This would be great. But I think you mean "transfer an invoice" from one batch to another.
I have clients that have asked to be able to move a so invoice from one batch to another to update. Shipping may have filled an order and "created the SO invoice" but management does not want to invoice. they have to delete certain items and invoice the rest. This is a much needed enhancement.
We have an MD mod that also does invoicing for their module. In their version, every invoice created has a "update invoice" checkbox that is checked by default. If for any reason there is an issue with the invoice, you can simply uncheck that invoice, and the rest of the batch will update normally, leaving anything that is not specifically checked. It eliminates having to delete or even move it to another batch
This would be incredibly useful! We cannot use the auto generate back orders feature because we can't update our invoice batches in a timely fashion. We create them manually when we know a back order exists. being able to move a so to another batch would solve our problems.
I agree with all the reasons above. The ability to transfer an invoice from one batch to another would increase the efficiency of updating invoice batching and would solve back order issues.
This would be a great enhancement
So-1100 does this
This would be VERY useful and reduce the number of deleted invoices to have to explain to auditors! For us, batches are based on shipping date, often a shipment date has to change requiring whole groups of deletions and re-creations. It would be so much simpler to just move one or several entries to a new batch. PLEASE put this on a priority list.
This was done for all areas that use batching in the Sage 100 2016 release. You will now be able to move a document from one batch to another.