Re: [SL] Cannot create invoice from orders

[Alan M. <li...@mu...>]

----- la...@cl... wrote:

> Could it be it has been locked? The latest feature a sale order gets
> locked if you have tried creating a sales invoice from it.

That's the thing; after I created the Sales Order from the time card, I cannot open the Sales Order to create the invoice.  I can only list it from a report, and from the report listing I am unable to open it.

Here is the process I went through:

  1.) Created a new project under "Projects > Add Project"
  2.) Created a time card for the project
  3.) Generated a Sales Order:
      a.) Clicked on "Projects > Generate > Sales Orders"
      b.) Selected the project, clicked "Detail", then "Continue"
      c.) Selected the time card I had just created
      d.) Clicked "Generate Sales Orders"

After the above is where I get stuck.  I cannot see anywhere other than "Order Entry > Reports" to call up the invoice, but when it is called up in the report, I cannot click on it.  I just went through the above by doing the creation of another time card on a different project and have run into the same thing.

Where do I go to generate the Sales Invoice from the order?

>
> You want to create a vendor invoice on the AP side. Use the generate
> purchase order feature to create a P.O. from the sales invoice. Then
> you
> can create a vendor invoice from the P.O. You also will have to create
> an
> account in both the customer and vendor database. Close the sales
> order
> after you have generated the P.O. We have small number of employees
> and
> that's how they--and myself--get pay.

I am not sure I understand the above?  You mention generating a Purchase Order from a vendor, but I am only doing services, not selling products (I probably did not mention that; I was not sure it was relevant).

I look forward to hearing from you.  Thanks, in advance! :-)

-Alan