Invoicing options from multiple shipments

Depending on your business process you might have different approaches to invoicing after shipments. Some customers you want send an invoice at each shipment, other customers have a good account so you invoice them at the end of the week for example. This is a quick walk through of how to use the summary update function when working with sales orders, packing slips. In this example we use the summary update for packing slip.



6 responses to “Invoicing options from multiple shipments

  1. Pingback: Invoices options for multiple sales orders | OrganicAX·

  2. Pingback: Invoices options for multiple sales orders - Microsoft Dynamics AX Community·

  3. Thanks, is there a way to assign the attribute to the customer rather than each time you invoice? We have some customers that require Invoice for each shipment that want to be invoiced in whole.


    • Hi

      Yes there is a setup option when you open the customer master list or details page. On the ribbon menus you should setup group which has an option there for “summary update” that you can setup for the customer. As well if you go into Accounts Receivable parameters then you can set up options there for how you want the summary update to be managed for the module.

      I did this quick overview of the customer option for automatic summary update that might help example how it works.



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