Non-billable Sales Order Items

[former_member185664]

Hi,

We have a requirement to sell some products and services at zero value to our customers on Sales Orders.

We want to record the sale for volume analysis purposes but we don't want to produce a Customer Invoice that shows no value.

What's best practice here?  Is there a way of completing the Sales Order without producing a Customer Invoice.

I notice there is a non-billable flag on Service Order items but there is no equivalent on Sales Orders.

Lee

[AnkushPashine]

Hello Lee,

The Non-Billable Items functionality in 1602 is only provided in the Service Order (not for the Sales Order document/processing).

So the Invoice Request will always be created for Sales Order relevant document(i.e. Sales Order

Invoice Request/Outbound Delivery Invoice Request etc..).

=>Only proposal here is you can Invoice this Invoice Request with zero Amount i.e. zero value for Price List  (Amount can be edited in New Invoice Screen, prior to releasing the Invoice).

Note :Most Other Price Component will not be editable in New Invoice Scree .

Hope this helps.

Regards,

Ankush.

[Former Member]

Dear Mr. Bown,

That is correct this is new feature 'Non-billable' in service order since Feb 2016 but we don't have such an option with sales order.

Maybe others can help with work-around in SO how to achieve. You can try 100% discount with appropriate tax items for starter but unfortunately this method will have a customer invoice.

Regards

Leo