Sage 100

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Use VI to Import So Invoices and create So Invoice batch

Posted By Futureguard 10 months ago

I am looking to import sales orders either into sales order invoice and create an invoice batch or import into sales order shipping data entry. Of course it would be ideal if it would pull the lines in without having to give each line item its own line entry in the import file. Is that a possibility? I am using Sage 100 2019

Thank you,

Brenda

0 Kevin M 10 months ago

Invoice entry and Shipping entry is the same table.

To invoice an SO, there are some very rigid requirements on the import data to do that properly. You need SO#, SO LineKey (imported into the OrderLineKey field), quantity shipped... not only with one import source data line for each SO line being shipped, you also need to include import source data for lines not being shipped (i.e. backordered lines) with quantity shipped = 0, or the BO quantities for those lines will not be set properly (after the invoice is posted).

For a one-step invoice, with no SO, some of those requirements decrease, but you'd need one line per item for sure.

In theory, there might be a way to script the SO lines in an imported invoice to explode and ship complete (with no line data in the source file), but I've never encountered a business situation where that would be appropriate, so I've never seriously considered even trying that.
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Sage 100

Use VI to Import So Invoices and create So Invoice batch

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