In this task your order entry and accounting users will generate invoices from shipments.
Education:
Sales Orders Guide - Invoicing
NOTE: Invoices are generated and updated on the Invoicing tab.
Training Tasks:
•Generate an invoice against each shipment.
•Print invoices and review your invoice form layout.
Invoicing Guidelines
Never reverse a customer invoice to adjust costs
Never reverse and repost a customer invoice for the purpose of adjusting line item costs. From a costing stanpoint, inventory transacton costs in DBA are never corrected after the fact because items get immediately issued and incorporated into other items. From an accounting standpoint, once an invoice is sent to a customer, it cannot be tampered with unless the customer receives an explanatory credit memo and corrected invoice.
Do not attempt to replicate line item detail in AR invoices
Do not attempt to replicate line item detail in AR invoices in your financial accounting system. By design, line item detail is not included in the AR voucher transfer because line detail has no relevance to AR processing and would needlessly introduce duplicate tables to synchronize, duplicate inventory transactions, double posting, invoice reversal issues, and other problems. Be especially wary of any consultant who proposes to re-create detailed invoices in your financial accounting system, which indicates a fundamental misunderstanding of the financial transfer process or a lack of scruples in charging for a completely unnecessary feature that is inherently problematic and not in your best interest.
