Sage 100

Sage 100 v2016 Advanced - PU3 - am I missing a feature? If you use shipping data entry to create invoice batch there's no way to move a particular invoice out of one batch to another. I get an error message - something about shipping. Business Case: Shippers ship and create invoices throughout the day via shipping data entry, first thing in the morning accounting wants to post invoices. For whatever reason, one or more invoices need further work. I have found (unlesss I'm missing something) that you cannot move an invoice out of a batch created in shipping data entry into another ""holding"" batch. You are stuck having to investigate that invoice because they must all be posted together.

If you create the new batch in Shipping Data Entry, you can move the invoice. If you pull up a shipping invoice, there is a Transfer Document icon in the upper right.

I have one Invoice Batch (#3) and I have two shipping batches open (#1 & #2). The Transfer Button allows me to transfer the Shipment Invoice from Batch 1 to Batch 2. Since both of my batches are a Shipment Batch. However I can not see Batch #3 since it is not a shipment batch.

I think the secret is you can only move a shipment invoice from a shipment batch to a shipment batch. This partially resolves the issue but now requires that the accounting department have shipping access, training, knowledge, etc. Would be much smoother if there was a way to move any invoices that need further work out of shipping and into a standalone batch that accounting could create without going into shipping.

I think the DSD S100 will allow that, and even allow moving more than one invoice at a time

Reference: http://www.dsdinc.com/enhancement/enhanced-batch-processing-2/

I just tested and standard Sage functionality requires that you only move from a shipping batch to a shipping batch. I think that works well enough for our purposes since we just identify the invoices that need further review. Main issue is that now I have to instruct the accounting department on shipping or have shipping create an empty batch.