[Lori Holmes]

Hello AXperts!  Would like to pick your brain…

We have some Sales Orders which cannot be invoiced until the customer ‘accepts’ the item.  The customer could have a varied length of time to evaluate the item and make their determination.  

Does anyone have similar situations?  If so, how do you manage this process with AX?  What is the impact on costing, if any?

Thank you in advance,
Lori
?#UnifiedOperations?  
?

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Lori Holmes
Bridgewater, NJ
LHOLMES@hamamatsu.com
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[Usama Haque]

Hi Ms Holmes,

I assumed the acceptance from customer is measured in days.

Now the solution depends whether you want to customize it or try to work out using available functionality. For example for one of our pharmaceutical client we opt for data level security.
Process 1: Implemented data level security over certain “pool(s)” for users responsible for invoicing.
Result: User Responsible for invoicing will not view sales orders with certain “pool(s)”
Process 2: After certain days if return notification not received from customer user without restriction to view any sales order manually change the pool.
Result: User responsible for invoicing now able to view sales order now and ready for invoicing.
Cons: In case of more than 1 packing slips for Sales order user might invoice packing slips whose acceptance from customer still pending.

For another pharma company we automated the above process
Customization: We use sales order lead time field over released item and associated it with packing slip posted date.
Result: Until lead time number of days passed packaging slip will not appear for invoicing.
Note: If packaging slip have items with different lead times our query will refer to item with highest lead time.

Thanks & Regards

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Usama Haque
AXGuru
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[Tony Zeigler]

?Question of ownership comes to mind. Normally you invoice when ownership changes. For some, this can mean invoicing based on receipt date rather than ship date. If your customers follow the concept of “reject within X days or we imply an acceptance”, then fill in the receipt date based on their acceptance, and then invoice the orders after the receipt date has passed.
If a rejection comes in prior to the date, do what you have to do to cancel the order? (Not sure how you deal with the product they already have possession of?)

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Tony Zeigler
Strategic Solutions NW, LLC
Beaverton OR
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