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  • 1.  Invoice consolidation/merge for A/R Invoice Entry

    Posted 01-30-2020 08:58
    Edited by Brett Zimmerman 01-30-2020 09:09
    I'm wondering if there's a way to consolidate/merge invoices in/from A/R Invoice Entry.  The client generates invoices via A/R Repetitive Invoice Entry, which in some cases will create several individual invoices for a given customer, so there's interest in generating a single invoice instead.  I haven't been able to find anything, except for maybe using the standard A/R Invoice History Report (with modifications?) or a custom report.  Obviously this wouldn't actually create a single invoice but at least it would provide essentially a single report of the applicable invoices, with a report total making it easy for the customer to enter it as a single invoice on their end.  Related to A/R Cash Receipts Entry when payment is received, it's likely the check stub from the customer will show an arbitrary invoice # that the customer used when entering into their system - so this potentially will impact the processing of the customer's payment in Sage 100, unless maybe the customer can include/enter the individual invoice #'s in the appropriate field on their system so that it shows on the check stub.

    edit:  The other option I just thought of is National Accounts, but I haven’t done much with that functionality so I’m not sure if that’s feasible.

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    - Brett
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  • 2.  RE: Invoice consolidation/merge for A/R Invoice Entry

    Posted 01-30-2020 09:01
    If they can all have the same PO number on them (which may be a fictitious value), you could at least sort by that field on the Cash screen and then select the group together for payment

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
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  • 3.  RE: Invoice consolidation/merge for A/R Invoice Entry

    Posted 01-30-2020 09:03
    If they have the sales order module, and they are on version 2018 or 2019 you could create repeating sales orders instead of of the AR repetitive invoices.  Create standard orders from the repeating order then bill all of the standard orders on a single SO invoice.

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Assistant to the Traveling Secretary
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  • 4.  RE: Invoice consolidation/merge for A/R Invoice Entry

    Posted 01-30-2020 09:14
    The other option I just thought of is National Accounts, but I haven't done much with that functionality so I'm not sure if that's feasible.
    Thanks, @Beth Bowers, good idea.
    @Doug Higgs, I considered that also but they don't currently own S/O, plus I don't think the client would be interested in making that type of change from A/R to S/O just for a few customers.

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    - Brett
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    Original Message


  • 5.  RE: Invoice consolidation/merge for A/R Invoice Entry

    Posted 01-30-2020 09:18
    Don't think national accounts will work in your situation.  Your issue is multiple invoices to the same customer, not multiple customers being paid on the same check.  I tend to think you would have to start over  by creating one invoice with multiple lines.

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Original Message


  • 6.  RE: Invoice consolidation/merge for A/R Invoice Entry

    Posted 01-30-2020 09:27
    Thanks, @Jeff Schwenk. To clarify, a given situation could include invoices for multiple customers who essentially are the same customer.  So I was thinking we could maybe create a Master Bill-to for consolidating those customers/invoices, but I wasn't sure if there's an option to create a single invoice in that manner or if it'd still generate individual invoices.​

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    - Brett
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    Original Message


  • 7.  RE: Invoice consolidation/merge for A/R Invoice Entry

    Posted 01-30-2020 09:35
    https://development.dsdinc.com/enhancement/somi-master-invoice/

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 8.  RE: Invoice consolidation/merge for A/R Invoice Entry

    Posted 01-30-2020 09:50
    @Kevin Moyes, that's basically what we want, but for A/R-generated invoices.  Thx.​

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    - Brett
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    Original Message


  • 9.  RE: Invoice consolidation/merge for A/R Invoice Entry

    Posted 01-31-2020 10:39
    We work with National Accts functionality, and it won't do what you want. It generates individual invoices for the "child stores" but sends the invoice to a common Bill-to.

    I think your customer needs to spring for SO module to solve this. Create a SO cover a period (quarter, yr, whatever) with lines showing the items that might be used in any invoice cycle. When you invoice, you simply ship the items needed creating the invoice. At the end of the SO's period/life, you might end up with leftover qty but just adjust to 0 qty and closeout. 

    We counsel our customers to use CustNo+YYM as the SO number on these, which simplifies the usage for clerks. (It marks them obviously as an ongoing SO, differentiating them from other types.)

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    Jerry Norman
    President, 90 Minds
    Smartbridge Partners
    512.419.1444 x112
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