Grouping serial numbered items on an invoice
David Smerdel
10-24-17
Hello

When creating an invoice from a sales order for items which are tracked by batch number - is it possible to only get one line per item on the invoice, rather than one line per batch number?

Hypothetically, shipping 100 units of item X and 100 units of item Y should only create two invoice lines rather than 200 (of course, the delivery note will have 200 lines, and serial numbers need to be specified there)

Thanks
David
Agnieszka Klimkiewicz
10-26-17
Hello.

I guess you are asking about Unit serial number tracked items. So if you create Invoice from Sales order you will get a line per item (as it is on Sales order). If you create Invoice from Delivery it will reflect Delivery matrix so you have as many lines on invoice as on delivery (per serial number).

Maybe in your database you have in Sales orders > Settings > Orders setup - checkbox - Invoices based on Delivery = ON. In this case Invoice will be based on delivery no matter how it is created (from Sales orders or Delivery) and in both cases will have as many lines as on Delivery (in this case per serial number).

Regards

Agnieszka
Leave Comment
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
Back to the list
Latest Posts
Lilian Wanyoike
Hi, We have a customer who creates on account receipts against a customer account. Another team is required to allocate these receipts to specific invoice records. Prepayments will not work as t...
15:49 6 Oct 2025
Piotr Wycichowski
Hi! I am not able to run SERP client on Mac (Sonoma), when the folder is outside of Applications. When and why it happens? I know, that some users with the same system haven't such problem. ...
14:54 19 Sep 2025