Processing Sales of Stock Items Without Shipment

An invoice order, which has the IN order type selected on the Sales Orders (SO301000) form, is a special type of sales order that you create when the goods requested by a customer have been shipped or delivered already, and thus the order does not require a shipment to be processed. The processing of an invoice order involves the actions and generated documents shown in the following diagram.

Note: If quick processing is configured for the IN order type, you can perform complete processing of the order directly from the Sales Orders form. For more information, see Quick Processing of Sales Orders.


The following sections describe in detail the processing steps shown in the diagram.

1. Enter the Sales Order

A new sales order of the IN type is created on the Sales Orders (SO301000) form. The reference numbers for a new order is generated according to the numbering sequence assigned to this order type on the Order Types (SO201000)form. If the order is created with the On Hold status, you should click Remove Hold on the form toolbar to process the order further.

Note: For items that have lot or serial numbers tracked in MYOB Advanced, you can specify these numbers in the document lines, thus indicating that these particular items have been delivered to the customer.

2. Prepare the Sales Orders Invoice

You can prepare a sales orders (SO) invoice for an order by clicking Prepare Invoice on the More menu of the Sales Orders (SO301000) form, or you can create multiple invoices by specifying the Prepare Invoice action on the Process Orders (SO501000) form and processing multiple selected orders.

Any prepared SO invoice can be reviewed on the Invoices (SO303000) form.

3. Release the Sales Orders Invoice

To release the SO invoice, you click Release on the form toolbar of the Invoices (SO303000) form. When the SO invoice is released, a batch of GL transactions is generated. Also, when the SO invoice is released, the system automatically generates a corresponding inventory issue with the date and posting period of the invoice. The related AR invoice with the same reference number becomes available for reviewing on the Invoices and Memos (AR301000) form. For more information on processing AR invoices, see Processing AR Invoices.

4. Release the Inventory Issue

The generated inventory issue is released automatically if the Automatically Release IN Documents check box is selected on the Sales Orders Preferences (SO101000) form. If this check box is cleared, you have to release the inventory issue manually by clicking Release on the form toolbar of the Issues (IN302000) form. On release of the inventory issue, a batch of GL transactions is generated.