Product: Sage 100
Article Link: http://help.truecommerce.com/en/articles/7931145-sage-100-creating-an-invoice-data-entry
An Invoice Data Entry within Sage 100 represents an Invoice (810) to be sent to your Trading Partner in order to bill any Purchase Order (850) that has been received.
Invoices are often automatically created whenever a Shipping Data Entry is processed within Sage 100.
Creating Invoices - Manually
While Invoices are typically created specific to your business process, if you'd like to create one for testing purposes to import into Transaction Manager - you can do so by manually entering one into the Invoice Data Entry screen.
This is a general tip on creating Invoices for the purpose of EDI - however TrueCommerce does not maintain the data within your system and as such is unable to assist in your business process for creating Invoices
please contact your VAR for further instructions
Header Info
At a basic level - in order to create a Sales Order Entry you'll want to enter an Invoice No and the Sales Order Number. These will then automatically pull the data needed from your Sales Order Entry.
Navigate: Sales Orders → (Main) → Invoice Data Entry
Enter: Invoice No.
Select: Sales Order Number
Distribute Items for Shipping
The Invoice Data Entry will automatically pull the Items from your Sales Order Entry - but you will need to mark the quantity that is Shipped in order to be able to have any items appear on the Invoice (810) when imported into Transaction Manager.
Any Item with a Shipped quantity of zero will not be brought over into your EDI Invoice.
Navigate: Lines
Fill: Shipped column
Serial Numbers
If your system requires Serials to be assigned - you will need to use the Lots/Serial Number Distribution Screen
Navigate: Lines → Lot/Serial Distribution
Fill: Distribute
Save
You will need to Save the Invoice by selecting the Accept button prior to it showing up in Transaction Manager
Importing
Your Invoice will now be available to Import within Transaction Manager
Additional Resources
rev 5/22/2023