Lookup Sales Orders and Invoices

[windowman]

Does anybody know how to find an invoice that is associated with a sales order?

Is there a report that can be modified to show both the sales order and the associated invoice?


The reason we need this is that we use the sales order number as the workorder/warranty number. The only way that I can figure out how to do this is create a job with same number as the sales order and use it on each line item. From that point I can use the find command and search for the job. However, the penalty is that you cannot purge any sales order/invoice that includes an associated jpb number.

Any help would be appreciated.

Reed Ashmore

[Marka]

I had the same problem but I used Crystal Reports to create a report that shows all related invoices to one sales order. This was very important to us. I would not however suggest you order Crystal reports for this one reason. I am a seasoned crystal report writer and it took me some time to figure out how to do this. I believe my version of crystal report for this will even report if the invoice has been purged.

Mark

[Peach Allergy]

Select the edit menu item. A menu window will open where you will see the "find" option. Open that, then you can query your data for the sales order within a specified period of time.
Now, in return, tell me how to find a transaction using only the customer's Purchase Order number and then I will actually start liking this software. Maybe I'll start believing that Peachtree hasn't actually tried to make us dependent upon them and only them.
Good luck!

Peach Allergy

[windowman]

I agree that you can use the Find Transactions command to locate Sales Orders. However, it does not help you in finding which invoices are applied to it.

As for your question on how to locate PO's, I use an Invoice Report and send it to Excel and use the find/sort/filter commands to locate what I need. It is a major oversite in this program and many others that I reviewed that the user cannot search for a given PO.

Unfortunately, I cannot run a simple report for the Sales Order - Invoice since both variables are not available in any canned report. The only two solutions that I have at the moment are Mark's Crystal Report which works fine (it does take 3-4 hours to run on my 2GHz machine for a given period of a year) or export the Invoice information and run Access against it.

As I stated earlier, my current solution using the Job ID field I can use the Find Transaction command and set the Period = All, Transcation Type = Sales/Invoice, and enter the Job ID (which equals the Sales Order) and have my answer in less than 30 seconds. The problem is that I cannot purge any Sales Orders or Invoices since they contain a job.