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Navigator > Setup > Order Entry > Settings > General tab > Invoice section
When Generate Invoices Per is set to Order or Customer, orders will only be added to existing Unprinted and Unposted or Held Open invoices when certain fields are matching.
The fields that must be the same are:
Field |
Requirement to add to open invoice |
SourceModule |
Must be OE, i.e. an invoice generated from OE. |
BranchCode |
Must match (Accredo Saturn Only)
|
Category1 & 2 |
Must match |
CustomerCode |
Must match |
DefaultLocationCode |
Must match (Accredo Saturn Only)
|
DepartmentCode |
Must match (Accredo Saturn Only)
|
ExchangeRate |
If fixed rate true then Must match |
FixedRate |
Must match |
PeriodID |
For scripted Invoice period must be selected Period for Posting for batch generation. |
PriceCode |
Must match |
QuotationReference |
Must match |
RateType |
Must match |
SalesPersonCode |
Must match |
SellPriceBasis |
Must match |
If all the above fields in the order all match an Unprinted and Unposted or Held Open invoice, the option to add the order to the open invoice will be available.
If any of the above fields do not match the fields of an Unprinted and Unposted or Held Open invoice, a new invoice will be created.