Is there any way that a sales order can be put on hold and yet be able to invoice a cutomer?
The scenario is, if a customer calls to place an order for a product but at that time he/she does not have ability to make a payment. What we want to do is to create a sales order and put it on hold and just process the invoice and send the invoice to the customer when the customer sends back the payment via check, money order, credit card etc. then we go ahead and process the rest of steps like pick, pack and ship.
Once a order is created then it will be open order and you can use proforma invoice for sending to customer which is not actual invoice. Later, when customer payment happens then do actual invoicing. Even you can set the customer to stopped to invocing after printing proforma by setting option In customer form - General - Administration - Stopped. When this option is set to invoice then axapta will not allow user to generate actual invoice on that customer.
Thank you Syed for your response. This is a good solution but, the problem is we are not using standard DAX. We’re using a MCR (Multi Channel Retail) module which is a vertical of a VAR and there’s no Proforma invoice option availble.
Thank you Syed for your response. This is a good solution but, the problem is we are not using standard DAX. We’re using a MCR (Multi Channel Retail) module which is a vertical of a VAR and there’s no Proforma invoice option availble.
Thank you Syed for your response. This is a good solution but, the problem is we are not using standard DAX. We’re using a MCR (Multi Channel Retail) module which is a vertical of a VAR and there’s no Proforma invoice option availble.