- If Invoice in Advance of Fulfillment is not enabled under Setup > Accounting > Accounting Preferences > Order Management tab, then Sales Orders with Status of Pending Fulfillment will not show up on Invoice Sales Orders page.
- A sales order with 2 line items, where one line has been fulfilled & invoiced while the other item has not been fulfilled at all, will not show up on the page as well. This sales order will have a Partially Fulfilled status.
- Both the Advanced Shipping and Advanced Billing features must be enabled for the Invoice Sales Orders page to be available under Transactions > Sales.
- User can add additional filters on the Orders tab on the Invoice Sales Order page if needed.
- Behavior of Custom Fields as additional column fields on the Invoice Sales Orders Page. The Invoice Sales Orders Page retrieves values from Sales Order records. However, when clicking on the Customize button, on the Additional Columns subtab, the list of fields includes all standard Sales Order fields as well as all Custom Transaction Body Fields, regardless if it is deployed on the Sales Order (Sale Records) or not.
- For a custom role to see navigational path for Invoice Sales Orders page, the permission below should be given. In Permissions tab, give permission – Select Invoice Sales Order with level- Full.
- Default value of Hide Unfulfilled Orders Checkbox on the Invoice Sales Orders Page:
- If the Invoice Sales Orders page is accessed by navigating to Transactions > Sales > Invoice Sales Orders, the Hide Unfulfilled Orders checkbox is unmarked by default.
- If the Invoice Sales Orders page is accessed through Reminders portlet > Sales Orders to Invoice reminder, value on the checkbox would be checked defaultly.
- Sales orders for inactive customers do not show up on the Invoice Sales Orders page. Once the customer record is inactivated, all their sales orders that are still pending billing should no longer be available on the Invoice Sales Orders page.
- Make sure to customize both the Sales Order and the Cash Sale / Invoice form since the default values set for Department, Class, Location field will not show if only one of these forms are showing the fields on the line item portion of the form.
- The Department, Class, Location field should be shown on the line item portion of the preferred form used in order to reflect the correct field set in the discount item. This is because even though the correct the Department, Class, or Location is being indicated in the GL impact of the Sales Order form, the system is having a hard time to identify the Department, Class, or Location values for each line item upon billing or converting it to Cash Sale or Invoice since the field is not visible on the line item of the preferred form. Thus, the values being set for all fields are based on what are set on the main line fields of the form.
- On the Invoice Sales Order page, you may encounter an unexpected error with pop up error message: “The order sub-list had an error”. the Click Customize Form button of Invoice Sales Order, then Click Sublist tab and select Location: Enter Checkmark.