Sage 100

Anyone try out the Apply Sales Orders to Invoice that came out in 2018 PU3? I was trying to demonstrate it and all I could get it to do is show me the one sales order I had selected and at the bottom say that there are no orders that can be applied based on the order already selected. Looking at the help file, I meet all the requirements. Same Customer, Standard Order, Status Open, No Deposit or CC payment, They have not been used in any other invoice. Can't seem to get more than just one Sales Order to be seen to apply it. Checked that the following fields all match; terms, ship-to, discount rate, sales tax schedule, salesperson, job number, ship-via, bill-to, ach payment ID, CRM data. I have three to four orders that should all meet the requirement but only the main one I select shows up.

Isn't there a little ""+"" sign at the top you have to click to assign more orders?

Yes and that is what I use for it to show me what orders to apply to the invoice. But every time I only get the one order that I had selected initially. I have three or four other orders that should show in the list. If I do not see them in the list and select them, I can't apply them to the invoice.

Different Ship To codes on the other orders perhaps?

All the same.

Hm. I've been able to demo it using ABC data, but I may have cheated. I created 2 new sales order for ABF company and copied them from a prior order and just changed the lines.

I wonder if different terms or c/c might be an issue.

They are required to match which is what I looked at first. I created one manually and then the other right after. Took defaults and both are same but different items on line.

I might try what you did Beth by doing a copy but how would that be useful to a customer if you have to do that to make it match.

I got curious, found an existing SO for 02-AMERCON, made a second SO with a different item, clicked the + and applied it. I can't see anything you're missing, though, Unless maybe the item itself has a different commission structure.

OK maybe I will need to have the same item on both orders. All the ones I have used were different per each order. If that works then I can look at what is different.

Did you ever get this figured out @ToddMartin ? I'm having issues as well applying a second order to an invoice.

Well if I cheat and do what @BethBowers did and copy the Sales Order, I can apply multiples. But if I don't and manually create the order, I can not get it to allow me to apply multiple sales orders to a invoice.

OK it must be something based on the customer. I just tried the 02-Amercon like @RhondaMcNamara did and it works like I would expect it to. Not sure what ABF has that isn't working. What is strange is ABF works if I copy the same SO.

I made two quick ABF SO's manually, and was able to add both to an invoice. v2018.3

I am doing this in ABX. Can you try ABF in ABX

May as well check ABF's credit-limit while you are testing.

Increased it to a Million and confirmed it is not showing over credit. Didn't make a difference.

Or call Sage. Not sure which one of those is the real Rabbit Hole.

It doesn't explain why a copy of the order would work and a manual entry of one wouldn't. I might have to jump into the code but I was trying not to go down that rabbit hole.

We still can't get this to work in our live company (integrated with CRM) but does work in a backup company (with no CRM integration). All of the CRM-related fields match. Hmm...

I have a note from the Sage secret preview webinar which said CRM Person ID, CRM Opportunity ID and CRM Company ID need to match.

They do match @KevinMoyes except the only CRM fields populated are the user and the company. No opportunity.

(I'd post the slide but I fear being disciplined because that webinar was one of the NDA secret previews... those were the only CRM fields mentioned though).

Okay, it's the missing opportunity. If I assign one then enter the same oppo ID in the next, they can now be invoiced together.