CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
If a customer calls with a question and he's got an invoice number, how can I pull up the Delivery Order associated with it? I can see the Sales Order number on the Invoice. There is no Delivery Order number either on the Sales Order or the Invoice.
My system setting are
- Generate invoices on the sales order line
- Trigger delivery orders automatically from sales orders
Once all is delivered and invoiced, I open up the invoice and the Sales Order but I can't see any mention of the Delivery Order.
I generate the invoice on the sales order (rather than the delivery order) because I use Phantom Sets. Otherwise, the Invoice would list all the items in the phantom set rather than the item sold.
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|Asked: 1/27/14, 11:41 PM|
|Seen: 1013 times|
|Last updated: 3/16/15, 8:10 AM|