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IFS 8 Invoice Creation Issue

Deepak
Sidekick
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Hello Community,

We are using IFS 8.

I am having trouble generating the invoice for a customer order.

The customer order was delivered successfully with all the sales quantities.

However, I am unable to generate the invoice either from the customer order or from the quick order flow handling.

Could you please help me investigate the cause of this issue?

Thank you for your assistance.

 

Best answer by Marcel.Ausan

@Deepak you may also want to check if that customer is setup for Normal invoice or Collective invoice (Customer / Sales tab). If you customer is setup Normal invoice then @sherry ‘s instructions should work for you. If your customer is setup for Collective Invoice, then you would need to go to a screen called Create Customer Collective Invoice and create the invoice from there.

 

As @COVJAMIEB it would be helpful to share some screenshots to be able to guide you better.

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Deepak
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COVJAMIEB
Hero (Partner)
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  • COVJAMIEB
  • Hero (Partner)
  • May 9, 2024

Hi @Deepak when you say you cant, are the options not available?

Opinions are my own and not the views of my employer or IFS. Feel free to connect with me - https://www.linkedin.com/in/jamie-baird-29615591/
sherry
Do Gooder (Customer)
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  • sherry
  • Do Gooder (Customer)
  • May 10, 2024

to create the customer invoice, normal step in our company is to create customer invoice, not directly through customer order window, hope following information helpful for you.

 

 

Deepak
1 person likes this
  • Deepak
    Deepak
Marcel.Ausan
Ultimate Hero (Partner)
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  • Marcel.Ausan
  • Ultimate Hero (Partner)
  • May 10, 2024

@Deepak you may also want to check if that customer is setup for Normal invoice or Collective invoice (Customer / Sales tab). If you customer is setup Normal invoice then @sherry ‘s instructions should work for you. If your customer is setup for Collective Invoice, then you would need to go to a screen called Create Customer Collective Invoice and create the invoice from there.

 

As @COVJAMIEB it would be helpful to share some screenshots to be able to guide you better.

https://www.linkedin.com/in/marcelausan/
Deepak
1 person likes this
  • Deepak
    Deepak
P
Superhero (Employee)
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Hi @sherry ,

Please, check also:

  1. if the customer order line is checked as ‘Self Billing’. If so, you can only create the customer invoice from the Self-billing flow, once you receive the invoice from your customer.
  2. if ‘Confirm Deliveries’ is checked in customer order. Then, only when delivery is confirmed in application, the invoice can be created.
  3. If delivery was made with a shipment and this one is in Closed status. Then, you can create the invoice from ‘Create Shipment Invoices’

I hope these help.

Regards,

Pilar

Deepak
sherry
2 people like this
  • Deepak
    Deepak
  • sherry
    sherry
Deepak
Sidekick
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  • Deepak
  • Sidekick
  • May 21, 2024
Marcel.Ausan wrote:

@Deepak you may also want to check if that customer is setup for Normal invoice or Collective invoice (Customer / Sales tab). If you customer is setup Normal invoice then @sherry ‘s instructions should work for you. If your customer is setup for Collective Invoice, then you would need to go to a screen called Create Customer Collective Invoice and create the invoice from there.

 

As @COVJAMIEB it would be helpful to share some screenshots to be able to guide you better.

The above solution help to resolve the issue we are facing..!!!!!

Thank you so much @Marcel.Ausan for your help…!!!

Deepak
Deepak
1 person likes this
  • Deepak
    Deepak
Deepak
Sidekick
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  • Deepak
  • Sidekick
  • May 21, 2024
sherry wrote:

to create the customer invoice, normal step in our company is to create customer invoice, not directly through customer order window, hope following information helpful for you.

 

 

Thanks @sherry for your input, really appreciate it..!!!

Deepak

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