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Can B1 groups 50 SOs in one BOL then issue separate invoice for each SO

Former Member
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Customer wants to use Grouping feature for 40-50 sales orders in one Delivery Note and print the BOL (bill of lading) display all their order numbers, but they want to issue each invoice against each sales order. Can B1 do this?

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Former Member
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Hi Lily..........

If I'm not wrong then why not its possible to raise one invoice against one SO after delivery. I think its very much possible without SDK. When you are creating 50 sales order of one customer then you are able to create one dispatch note on the basis on 50 SOs. But after creaing one delivery doc. you go to AR Invoice, put the same customer code and do copy from. you get the one delivery doc recently punched. Then when you select that dispatch doc. a wizard window will pop up and when you go next there at bottom one customize radio button is there. you need to opt that and you can create 50 invoices on the basis of 1 delivery doc. which is target doc. of 50 SOs.

Regards,

Former Member
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Hi Rahul,

I tried it again even use the wizard can not separte the Delivery to individual invoice since all sale order closed. If you generate Invoice from Delivery note how can you separate 1 Delivery to 50 invoies?

Would you provide the each step for me to try? Thanks.

Former Member
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Off Course Dear........

Actully when i read your question I first got it confirmed whether its happening or not. Anyways.

You just follow the steps.

1) Create 50 SOs of same customer.

2) Open Delivery Note and put the same customer in the customer code field.

3) The in Delivery note doc. press Copy From button and select all the 50 SOs. This way you can create only one delivery again 50 SO. Right?

4) Now again Open AR Invoice and select the same customer code which u selected in delivery and SOs.

5) Now press copy from button and it will show you the delivery record.

6) The moment you select and go next then it will pop up anothe window of wizard automatically.

7) There you have to choose cutomize option button.

😎 Then again click next and you will get all the row details of delivery. So selec the perticular row against which you want to create invoice.

Regards,

Rahul.

Former Member
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Hi Rahul,

The step 8 is manual way that takes a lot of time between similar orders. If we can create it automatically will be great.

Anyone had same issue but won't need to pick items in each SO from one major Delivery note?

Former Member
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Hi Lily.........

Here you need to have some cutomisation part. You have to create some UDFs in row level of delivery note. The purpose of these UDF is to track against which sales order this dispatch is. Now when you create one DO against 50 SOs then you can get the SO references easily on row level of DO and can create No. of invoices.............

Regards,

Former Member
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Hi Rahul,

I thought to add one UDF in SO row for each item but what kind of UDF will be the good solution if you do not know which SO will be included in this major Delivery? I am thinking to use SO number in the item row UD, do you have any better idea? Thanks,

Former Member
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You are exactly correct. You should capture the SO No. in Delivery row level so that you can come to know which row record exactly belongs to which SO in delivery. So if you flow the same in invoice also then you will come to know defintely against which sales order you want to make invoice through dilevry note.

Regards,

Former Member
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Hi Rahul,

I believe this is the ONLY solution so far. Thanks.