Overview
This Rootstock 'Create Invoice for All Shippers' functionality allows the mass creation of Sales Order Invoices for any existing shippers not yet invoiced and fully shipped for a given Division using background processing and SYDATA - Create Invoice for Shipper records.
Prerequisites
Because it uses asynchronous processing, it will be necessary to enable Rootstock Periodic Batch Processor/Rootstock HVPE Based Asynchronous Processing in order to have the SYDATA records processed in the background.
Navigation
Rootstock Site Map > Sales Orders > Create Invoice For All Shippers
Processing
Fields
Division: This displays the Current Division set on the user's Manufacturing User record and cannot be changed directly in this process. To create invoices for the Shippers of other Division, use the Quick Menu option to Change Company/Division or update the Current Division on your Manufacturing User record in System Setup.
Add to Batch: When checked, the created Sales Order Invoices will be added to a Sales Order Invoice Batch.
1. Click the Create Invoices for Division button to start the background processing for creating the Sales Order Invoices for the Shippers that have not yet been invoiced for the specified division and show existing Shippers available for the transaction. For each shipper, a System Transaction (SYDATA) record will be used to create the invoice.
2. The user can check the progress by using the Refresh button. This will update the list of transactions and show completed Shippers or any encountered errors.
NOTE
- When the flag 'Restrict Invoice to One Ship-To Address' is checked on the SO Control Invoice Processing Tab, the Ship-To Addresses on the Shippers associated with a single Sales Order Header must be the same.
- When the flag 'Suppress Multiple Shippers on an Invoice' is checked on the Sales Order Type associated with the Sales Order, the 'Allow Multiple Shippers on an Invoice' setting on the Sales Order Control is overridden and each Shipper is placed on its own Invoice.
Processing Using Apex API
Alternatively, this interface is globally available in the SalesOrderAPI class as:
global static List<Id> createInvoiceForAllShippers(Id divisionId, boolean addToBatch)
SEE ALSO
SO Invoice and Credit Memos
Sales Order Shipper
Sales Order Header Creation and Management
Sales Order Fulfillment
SYDATA - Create Invoice for Shipper
Rootstock Periodic Batch Processor
Rootstock HVPE Based Asynchronous Processing
