Sales of Services: Mass-Processing of Documents

The following sections explain how to process multiple sales orders and related documents, and how the system generates, changes, or works with documents as a result of the mass processing.

Mass-Creating Invoices

Invoices can be mass-generated for sales orders or for the shipments that correspond to sales orders. To prepare multiple invoices for sales orders, you open the Process Orders (SO501000) form. To prepare multiple sales invoices for shipments, you open the Process Shipments (SO503000) form. On either form, you select the Prepare Invoice action, as well as any other selection criteria to narrow the listed documents.

Then you select the unlabeled check boxes in the rows of the sales orders or shipments to be processed, and click Process on the form toolbar. The system prepares invoices for the selected documents. As an alternative to creating invoices for only the selected documents, you can click Process All to create invoices for all the listed documents.

Mass-Printing Invoices

You can print multiple sales invoices at a time by using the Process Invoices and Memos (SO505000) form. On this form, you select the Print Invoice action, as well as any other selection criteria to narrow the sales invoices to be listed.

Then you select the unlabeled check boxes in the rows of the invoices to be printed, and click Process on the form toolbar. Instead of printing only the selected invoices, you can click Process All to print all the listed invoices.