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Sales Order to Partial Invoice

Mike Josefson
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Good Morning Everyone,

I have (hopefully) a quick question.  In regards to converting sales orders to invoices (or partial invoices).  Once I convert it and I am in the line items screen of invoicing, I can change quantites of line items as to how many are shipping and how many to cancel, etc.  Is there any way to be able to adjust the description lines of the item?

The reason I ask is because sometimes, if we have multiple of the same item on a sales order, I will put, in the description field, a designation number of each one (i.e. 1A, 2A, 3A).  If we only ship 1A and 3A, I would like to leave the sales order open with 2A, so I invoice and ship qty. 2 and leave qty. 1 on the sales order.  I'd like to be able to change the description on the invoice to drop the 2A.

I realize I could change the description on the sales order, convert it, then go back in after and change it back, I'm just thinking this might be able to save a step.  

Thanks!

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  • +1
    verified answer

    Mike-

    Thanks for reaching out.  Once the Sales Order has been invoiced, you will not be able to edit the description lines.   You can cancel the remaining sales order, create a new one (and copy the original order) and make the necessary changes.

    If you would like to see this an option in a future version, you can make the request using the steps below:

     

    1. Visit the Community Hub.
    2. Under Quick Links, select Submit an idea.
    3. Select + ADD A NEW IDEA and fill in the required fields.
    4. Select Log in / Sign up at the top right to get updates or vote for ideas. 

    Sincerely,

    Coleen

Reply
  • +1
    verified answer

    Mike-

    Thanks for reaching out.  Once the Sales Order has been invoiced, you will not be able to edit the description lines.   You can cancel the remaining sales order, create a new one (and copy the original order) and make the necessary changes.

    If you would like to see this an option in a future version, you can make the request using the steps below:

     

    1. Visit the Community Hub.
    2. Under Quick Links, select Submit an idea.
    3. Select + ADD A NEW IDEA and fill in the required fields.
    4. Select Log in / Sign up at the top right to get updates or vote for ideas. 

    Sincerely,

    Coleen

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*Community Hub is the new name for Sage City