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Invoice selected lines from several orders or shipment notes

Procedure​

  1. Inspect the setting for shipments against several orders and open a sales document with the intended customer, legal counterparty, company, agreement, contract, warehouse, currency and tax basis.
  2. Enable order-based sales and open the item selection action for orders or outgoing warehouse notes where supported.
  3. Choose the shipped-quantity basis for actual shipment quantities or the ordered-quantity basis for order quantities; check only the intended lines and transfer them.
  4. Verify each line’s source order, warehouse, batch, quantity and price. Review outside-order markers rather than accepting overdelivery implicitly.
  5. Save the document, then inspect every source order’s fulfilled and remaining quantity and settlement allocation.
  6. In the sales-processing workspace, filter the intended pending documents and preview creation scope before any batch generation.

See also: Create standard terms and approve sales-condition deviations, Approve a return request and process replacement goods.