Sales Invoice must transfer from Delivery Order

Scenario: 

Normally, the system lets us transfer from Quotation, Sales Order, or Delivery Order when creating a Sales Invoice. 

However, some of the users require that the Invoice can only be created from a Delivery Order.

Solution 

Maintenance > System Options > Sales 

• Sales Order must Transfer from Quotation

• Delivery Order must Transfer from Sales Order

• Sales invoice must Transfer from Delivery Order 

For the scenario above, you can tick the option “Sales invoice must Transfer from Delivery Order”

So that, user can only see the Delivery Order in the transfer table only without Quotation and Sales Order

If the user creates a Sales Invoice without transfer from a Delivery Order, system will prompt message as below “Item must be transferred from a Delivery Order”. 

Note: For Purchase, please set under Maintenance > System Option > Purchases  

• Purchase Order must Transfer from Purchase Requisition 

• Goods Received Note must Transfer from Purchase Ordre

• Purchase Invoice must Transfer from Goods Received Note

Please see the attached PDF file for reference.