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[Nikki Smith-Hignite]

Is there a way in AX2009 to  combine multiple sales orders to one invoice? For example we have 4 orders fulfilled to one customer over the course of one day. We do not want to send them 4 different invoices, we would like to roll up those 4 sales orders to one invoice.

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Nikki Hignite
Ross Environmental Services
Elyria OH
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[Colby Gallagher]

Hi Nikki, 

Yes, this can be set up using parameters in the Accounts Receivable module -> Summary Update tab -> Default values for Summary Update drop down and Summary Update Parameters button.

Here’s the TechNet from Microsoft to get you started: 

Summary update sales and purchase orders [AX 2012]

As always, test this in a sandbox / test environment first. 

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Colby Gallagher
Manufacturing Systems Consultant
Agility Business Solutions
Brecksville OH
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[Susan Ely]

Is there any auditing concerns with combining sales orders into 1 invoice.

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Susan Ely
Capstone
Edina MN
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[Kimberly Tallman]

Good morning! 

I’ve not seen auditing issues with other clients using summary invoicing and it is fairly common. Most clients post summary invoices by packing slip so that you can easily use an audit trail to drill back to the original sales orders (although you can see the sales order numbers associated with the invoice as well). You’ll see the relations of multiple orders to a single invoice from the sales order, from the posted invoice, in transaction editing, etc. The links exist to show you the references needed to find the originating transactions for the summary invoice. 

Thanks!
Kim

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Kim Tallman
Senior Functional Consultant
Alfapeople
Indianapolis IN
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