Sage 100

v2014 advanced.. Customer enters a sales order on 4/8/2015. Sales order date and ship date are populated with 4/8/2015. Order ships on 4/13/2015. Customer invoices the order on 4/13/2015 using sales order invoice data entry. The invoice date is populated with 4/13/2015. The ship date populates with 4/8/2015, the ship date from the sales order. What am I missing here? Is there an option I am overlooking? Customer (and me) expect the invoice ship date to default to the invoice date. In sales order it is an expected ship date which can differ significant from the actual ship date. the invoice date should always be the ship date.... at least in the accounting class I took.

I believe it only changes if you use shipping data entry. Otherwise it will retain the ship date as entered on the sales order. Here's the info from help: If a direct invoice is being entered, the ship date entered in the Default Values for S/O Invoice Data Entry window appears as the default. If a sales order is being invoiced, the ship date previously entered for the sales order appears as the default.

How would you possibly know when it is going to ship when you enter the sales order? the ship date should always be the invoice date. ... Customer has to change the ship date on every order that doesn't ship the same day? WAPITA

@BillPfahnl is correct. I had to test this out for a customer last week, and this was my finding also. The ship date updates if Shipping Data Entry is used.

The ship date in SO entry detail is actually the promise date and defaults from the SO Header Ship Date but can be changed by line. I've created Crystal reports to report on the variances between the promise date and actual ship date (the invoice date). The promise date is retained in AR_InvoiceHistoryDetail, BTW.

Yes Theresa.. no issues with sales order entry. the ship date in invoice data entry should be the invoice date. I can;t think of any circumstances when the invoice date would be different than the ship date. What is amazing is that I have never noticed this before probably because most users are invoicing through shipping data entry.

Thank you everyone for your prompt responses. I am grateful to have this group. @BillPfahnl @KarenOLane @ThereseLogeais

Using Shipping Data Entry only changes the Header Ship Date I believe, not the line detail Promise Date.

I'm grateful too! And I'm right there with ya, @DougHiggs. I have a hard time explaining the rationale for the ship date to not be updated.

Seems like a good opportunity for a script to change the line item ship date to the invoice date. Now if I only had time to devote to scripting.

For sure @alanniergarth . I proposed a script to the client. We will now see how important this is to them.