{"id":3402,"date":"2019-01-31T06:38:39","date_gmt":"2019-01-31T06:38:39","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagemas\/?p=3402"},"modified":"2025-06-03T10:30:04","modified_gmt":"2025-06-03T10:30:04","slug":"auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/","title":{"rendered":"Auto update invoice date while generating the invoice from sales order in Sage 500"},"content":{"rendered":"<p style=\"text-align: justify;\">The client has very unique and interesting requirement in which they need a customization to auto update the invoice date whenever they are going to create the Invoice from the Sales Order.<\/p>\n<p><em><strong>New Stuff:\u00a0<\/strong><\/em><a title=\"Permalink to Customer Memo notification in Sage 500\" href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2018\/12\/11\/customer-memo-notification-in-sage-500\/\" target=\"_blank\" rel=\"bookmark noopener noreferrer\">Customer Memo notification in Sage 500<\/a><\/p>\n<p>Client has a grocery shop and most of customer has purchased the items based on their credit basis and they paid the amount after some specific time like end of the month. So client has not able to generate sales invoice on the time of Sales order generated, therefore client need the functionality to update invoice date as a current date whenever they generate the invoice from those old sales order which is customer were purchased within month.<\/p>\n<p style=\"text-align: justify;\">In <a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-500-erp\" target=\"_blank\" rel=\"noopener noreferrer\">Sage 500<\/a>, the Sales order has been generated the shipment to generate the AR invoice in which they are updating the order date to invoice date on the Invoice entry screen.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Greytrix<\/a> has taken the initiative to develop this customization by modifying the existing process of invoice generation process in the Sage 500. They have incorporate the functionality in the invoice generation process so whenever Client has been select the old or new sales order to generate the invoice our customization will automatically update the current date as Invoice date on the Invoice.<\/p>\n<p style=\"text-align: justify;\">To see the effect of this customization, you need to create the Sales order on the Sage 500 and need to have generated the shipment based on the sales order.<\/p>\n<p style=\"text-align: justify;\">Once you have generated the shipment, this shipment you can select in the \u201cProcess invoice\u201d screens.<\/p>\n<p style=\"text-align: justify;\">If you feel you could benefit\u00a0from such customizations or for any other form of customization feel free to contact us at <a href=\"mailto:accpac@greytrix.com\">accpac@greytrix.com<\/a><\/p>\n<p style=\"text-align: justify;\"><strong>About Us<\/strong><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p style=\"text-align: justify;\">Greytrix\u00a0has some unique solutions of\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100 integration with Sage CRM<\/a>,\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\">Salesforce.com<\/a>along with\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/sage-50-us-sage-100-migration\">Sage 100 Migration from Sage 50 US<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-100-migration\">Sage Intacct<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/quickbooks-sage-100-migration\">QuickBooks<\/a>, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-100-erp\">Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n<p style=\"text-align: justify;\">For more details on Sage 100 Services, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The client has very unique and interesting requirement in which they need a customization to auto update the invoice date whenever they are going to create the Invoice from the Sales Order. New Stuff:\u00a0Customer Memo notification in Sage 500 Client has a grocery shop and most of customer has purchased the items based on their\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[116,119],"tags":[497,321,412,440],"class_list":["post-3402","post","type-post","status-publish","format-standard","hentry","category-mas-500","category-mas-90","tag-auto-update-invoice","tag-invoice","tag-sage-500","tag-sales-order"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Update Ship Dates on All SO Lines in Sage 500 Easily<\/title>\n<meta name=\"description\" content=\"Learn how to auto-update existing ship dates across all sales order lines in Sage 500 using the Enter Sales Orders and Quotes screen for faster processing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Update Ship Dates on All SO Lines in Sage 500 Easily\" \/>\n<meta property=\"og:description\" content=\"Learn how to auto-update existing ship dates across all sales order lines in Sage 500 using the Enter Sales Orders and Quotes screen for faster processing.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/\" \/>\n<meta property=\"og:site_name\" content=\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-01-31T06:38:39+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-03T10:30:04+00:00\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/\",\"name\":\"Update Ship Dates on All SO Lines in Sage 500 Easily\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website\"},\"datePublished\":\"2019-01-31T06:38:39+00:00\",\"dateModified\":\"2025-06-03T10:30:04+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/fd9c05a71d5918541dd32f868e89cb10\"},\"description\":\"Learn how to auto-update existing ship dates across all sales order lines in Sage 500 using the Enter Sales Orders and Quotes screen for faster processing.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Auto update invoice date while generating the invoice from sales order in Sage 500\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/\",\"name\":\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\",\"description\":\"Welcome to the GUMU\u2122 blog, your one-stop source to gain all the insights on seamless integration solutions for ERP and CRM systems. Developed by Greytrix, GUMU\u2122 is a powerful integration platform that bridges the gap between your business applications. Whether you\u2019re looking to integrate a CRM (Salesforce, Dynamics 365 CRM, and Sage CRM) or an ERP (Sage ERP, Acumatica) with each other or any other third-party application, GUMU\u2122 is a robust and reliable integrator tailored to your unique needs. Join us as we explore the abilities of GUMU\u2122 and learn how it transforms your integration experience. \",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/fd9c05a71d5918541dd32f868e89cb10\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Update Ship Dates on All SO Lines in Sage 500 Easily","description":"Learn how to auto-update existing ship dates across all sales order lines in Sage 500 using the Enter Sales Orders and Quotes screen for faster processing.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/","og_locale":"en_US","og_type":"article","og_title":"Update Ship Dates on All SO Lines in Sage 500 Easily","og_description":"Learn how to auto-update existing ship dates across all sales order lines in Sage 500 using the Enter Sales Orders and Quotes screen for faster processing.","og_url":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/","og_site_name":"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components","article_published_time":"2019-01-31T06:38:39+00:00","article_modified_time":"2025-06-03T10:30:04+00:00","author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/","url":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/","name":"Update Ship Dates on All SO Lines in Sage 500 Easily","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website"},"datePublished":"2019-01-31T06:38:39+00:00","dateModified":"2025-06-03T10:30:04+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/fd9c05a71d5918541dd32f868e89cb10"},"description":"Learn how to auto-update existing ship dates across all sales order lines in Sage 500 using the Enter Sales Orders and Quotes screen for faster processing.","breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2019\/01\/31\/auto-update-invoice-date-while-generating-the-invoice-from-sales-order-in-sage-500\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagemas\/"},{"@type":"ListItem","position":2,"name":"Auto update invoice date while generating the invoice from sales order in Sage 500"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagemas\/","name":"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components","description":"Welcome to the GUMU\u2122 blog, your one-stop source to gain all the insights on seamless integration solutions for ERP and CRM systems. Developed by Greytrix, GUMU\u2122 is a powerful integration platform that bridges the gap between your business applications. Whether you\u2019re looking to integrate a CRM (Salesforce, Dynamics 365 CRM, and Sage CRM) or an ERP (Sage ERP, Acumatica) with each other or any other third-party application, GUMU\u2122 is a robust and reliable integrator tailored to your unique needs. Join us as we explore the abilities of GUMU\u2122 and learn how it transforms your integration experience. ","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagemas\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/fd9c05a71d5918541dd32f868e89cb10","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagemas\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/posts\/3402","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/comments?post=3402"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/posts\/3402\/revisions"}],"predecessor-version":[{"id":5739,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/posts\/3402\/revisions\/5739"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/media?parent=3402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/categories?post=3402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/tags?post=3402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}