Sage 100

Multiple invoices for a sales order (simultaneously) We have a Sage 100 user what seems to be a unique situation and I wonder if anyone else has run across this and can suggest any solutions or workarounds. They have sales orders with multiple lines and ship out products as they complete manufacturing. They use shipping data entry to create the shipments. sometimes part of a shipment gets rejected by the customer, so they do not update the invoice until the driver has returned with the signed document from the customer. That way they can edit the items shipped before updating the invoice. Here's the catch: while they are waiting for the first driver to return (could be hours or days before he returns). They want to ship more items from the same sales order, since the order is still in shipping data entry they can't start a new invoice. currently they are keeping a paper trail and holding that till they can enter it in shipping data entry any thoughts would be appreciated.

How do they manage all of their open shipments/invoices? Is each one a separate batch? This seems like a large potential amount of work rather than updating invoices as they ship and doing credit memos for rejected items.

Why use shipping data entry? If they are using delivery drivers, why not just print a sales order and invoice it when the driver returns with the delivery ticket /sales order and it has been determined what has been accepted?

What about some type of route delivery software?

Sage Mobile apps could help. I believe their driver could interact with the original SO on a mobile device as they make deliveries.

I second @DougHiggs suggestion and would add that you can create a proforma type invoice from the sales order form with ordered, delivered and accepted (with a blank line to fill in the accepted amount). Add to it a UDF or use the comment line in SO entry to record the driver or route number so if there are multiple deliveries on the same SO, they can be distinguished later when invoicing.

Thanks, I see a lot of potential using a pseudo invoice and I'll approach them with that option. We discussed credit memos and they were very resistant for some reason. They really have their heart set on multiple shipping entries for an order but I have not seen any sort of enhancement that would handle that. The route enhancement seemed like an option too, but it is probably more than they are willing to invest. I appreciate all the ideas!

Always amazed how people are so resistant to making changes that will enable the software to be more efficient AND make their life easier. Have a client now that is doing 3X the amount of work necessary because they don't want to add part # to the inventory master for outside labor that in reality would make their BOM production entry 10X more efficient and make inventory tracking soooooo much easier. Biggest issue is that the CEO doesn't trust his folks to think for themselves ........................ Groan!