M2M Can’t Combine Shippers and Sales Orders on Invoices. Why Not?

Please be sure to read the comments as this post is actually in error. Thanks again Andy. 🙂

Did you know that you cannot invoice from a shipper and a sales order on the same invoice? I was mildly surprised myself when I realized it. Let me take a moment to explain why this is a problem.

Imagine creating a Sales Report to determine the net value of everything not shipped nor invoiced that it is in the Open state. The value of sales orders is actually determined in the Sales Order Release (SORELS) table. The method for doing so is this:

((SORELS.forderqty - (SORELS.fshipbook + SORELS.fshipbuy + SORELS.fshipmake) - SORELS.finvqty) * SORELS.funetprice

In other words, the order quantity minus the quantity shipped and invoiced, times the net value per piece. Makes sense, right?

Problems arise when you have sales orders that contain both shippable and non-shippable items. For example, we have a sales order for Acme, line 1 is a new radar device for one of their Rockets, and line 2 is the R&D cost for adding Roadrunner detection. Line 3 is a different long-term product, which keeps the sales order open after lines 1 and 2 are finished. Therefore, lines 1 and 2 have a quantity of 1 for SORELS.forderqty.

Anyway, your company ships the radar to Acme, and your accounting department invoices them from the shipper. When shipped, M2M updates the SORELS.fshipmake for the radar to the value of 1, and since 1-1=0, that value is removed from your report.

However, since accounting cannot invoice from the sales order on the same invoice, they must do a miscellaneous line item instead. This is transparent to the customer, but it causes problems in the SORELS. Line 2 is never updated to show that the SORELS.finvqty is now 1, and that line item still shows outstanding. The net amount is off by that amount in your report.

Made2Manage’s response is that we should invoice sales order line 1 and 2 separately, but some customers will refuse to pay multiple invoices like that. Also, you could ship the R&D fee from line 2, but it would show up on the customer’s packing list and that is confusing as well.

Has anyone else experienced this? How do you handle it?

2 comments to M2M Can’t Combine Shippers and Sales Orders on Invoices. Why Not?

  • OK, not sure if I am understanding this completely, but if I enter 2 SO items on the same Sales Order, and flag the second line item as a non ship item, by checking the flag on the SOITEM window, I build and ship the first line item. Create an invoice against the shipper for the first line item, the non shipable item charge is also included on the Invoice. SORELS.INVQTY is also updated to reflect the correct invoiced qty.


  • Andy, thank you so much for clearing this up for me. I’m glad that I have another knowledgeable person reading the blog and “checking up” on me. This is one of my main reasons for maintaining a blog, and I hope you will continue to do so.

    I do my best to verify that everything I post on the blog is correct. In this particular situation, I created a Support Case and discussed it with M2M support and also with one of their educators. They both assured me that I was right. Ugh.

    Thanks for the correction, and I will edit the article to prominently point it out.

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