Converting a sales order to an Invoice....

Having trouble in the sales order to invoice conversion, we use multiple codes in our sales orders for our customers and if I'm only invoicing part of the items and the box comes up for me to select these items it only gives me the item names , I need to be able to see the description as well . currently having to count which line the particular item is on, lots of room for error and time wasted figuring it out.

hoping someone will know of a setting that can just be changed to enable this.

thanks in advance

Comments

Omar_ReckonLtd

Unfortunately that screen cannot be further customised to display a Description column.

What you are after might be possible through 3rd party integration or custom developed tools.

The developers for these two products may be able to assist you.

You can find their contact details on the web pages below.

https://www.reckon.com/marketplace/add-on/beanwiz-free-version/

https://www.reckon.com/marketplace/add-on/cosmic-invoice/

Sue_9608114

I work with kab who posted the Sales Order to Invoice conversion query. We have approached the developers to see if they can assist us with this request - can let the community know how we go!

On the same related topic, of concern as well was fact Reckon allowed items IN EXCESS of the Sales Order qty to be invoiced. Had never done this myself but was surprised when kab discovered it as would have thought the system would not allow MORE than the Sales Order qty for an item to be invoiced out.

Example of the final invoice produced:

As can be seen in the first line, original total for S.O. was qty '1' for this item and 1 item had already been invoiced out, HOWEVER in error kab selected the wrong item and Reckon allowed her to invoice out ANOTHER qty of this item and the error invoice unfortunately made it out to the customer. KAB picked up the issue when next invoicing against this S.O. so we have rectified the problem for the customer BUT wondering going forward if Reckon can apply a fix to the system so qty's are absolute and cannot be exceeded unless the original S.O. qty is of course adjusted.

Cheers

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