Automatic/Manual stock issue in Sales Invoice

By | December 31, 2019

User may come across a scenario where they want to setup automatic determination of stock during a direct sales invoice creation. It can differ from user to user. Some may want it automatically and some may want it manually.

This can be handled by doing a configuration in sales invoice entry transaction.

Follow the below steps to configure\use the above functionality.

Navigate to: Setup -> Sales -> Entry transactions -> Invoices

Sales Invoice_Entry Transaction

If the above checkbox is checked then user does not need to select stock manually while creating direct sales invoice. System automatically picks the quantity from the available stock.

If the product is managed by Receipt/Issue serial number, the serial numbers are necessary and sufficient. Other entered information is not used.

If the product is managed by lot or lot/sublot, the lot number or lot/sublot numbers are necessary.

But if this checkbox is unchecked then user will need to select the stock manually while creating direct sales invoice. See below figure when user tries to create sales invoice with “Automatic determination” checkbox as unchecked. User redirected to stock issue screen automatically.

Sales Invoice_Stock Issue

This way user can manage their business process depending upon their requirement by doing a simple configuration.

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