Do you want to convert an order to a current invoice while you're editing the document? Would you like to save keystrokes and time, convert orders and print all on the fly in Edit Documents? With SCO you can convert an order to a current invoice in just seconds! Easily update invoice number, invoice date, ship date, invoice status (Active/Held), and even choose whether to retain the original order. Add even greater flexibility to the Order Entry for Peachtree Complete Accounting!

To use SCO - Convert Order to Current Invoice On the Fly, select Edit Documents from the Enter Invoice/Order/Quote menu option in Sales Invoicing. After selecting the order to be converted, V=Convert will appear at the Accept prompt:

+--------------------------------------------------------------------+
|+==================================================================+|
||SIPROC1                  Edit Documents          COMPANY ID: SP   ||
||07/10/96            Software Professionals Inc.                   ||
|+==================================================================+|
|DOC TYPE....: O  Order             DOC STATUS.: A Active            |
|DOC NUMBER..: 023545                                                |
|CUSTOMER ID.: COOPEG                                                |
|DOC DATE....: 11/08/96                                              |
|                                                                    |
|SOLD TO.....: Gloria S. Cooper     SHIP TO....: Gloria S. Cooper    |
|              37 North Avenue                   37 North Avenue     |
|              Atlanta, GA                       Atlanta, GA         |
|              30333                             30333               |
|CONTACT.....: Gloria Cooper                                         |
|PHONE.......: 404/555-1212         SALES TAX: 001                   |
|PHONE #2....:                                 GEORGIA       4.000   |
|P.O. NUMBER.: 6017                            FULTON        1.000   |
|P.O. DATE...: 11/05/96                        MARIA         1.000   |
|SALESPERSON.: BBS                                                   |
|TERMS CODE..: 4   10/10,NET30                                       |
|SHIP DATE...: 11/05/96                                              |
|SHIPPED VIA.:                                                       |
|JOB/ORDER NO:             ACCEPT (Y/N)..: V  (V=Convert)            |
+--------------------------------------------------------------------+

After entering V to Convert, you will get the following options box:

+========= Convert Order To Invoice ======+
|  Invoice Number..............: 023567   |
|  Invoice Date................: 11/15/96 |
|  Ship Date...................: 11/15/96 |
|                                         |
|  Convert to Held/Active (H/A): A        |
|  Retail Original Order (Y/N).: N        |
+=========================================+
 F7 - Ord Date   F8 - Undo    F10 - Convert

If Auto Numbering is set to Yes in Maintain S/I Options, then the Invoice Number defaults to the next available Invoice Number. If Auto Numbering is set to No, then the Invoice Number is blank. An Invoice and Order cannot have the same document number, even if Convert to Same # is set to Yes in Maintain S/I Options.

The Invoice Date and Ship Date default to the system date. By pushing F7-Ord Date, the dates are changed to the dates on the order.

When converting, you can specify that the order be converted to an Active or Held invoice. If you want to change the status of the order, do so before entering V at the Accept prompt. If you want to keep the order for future use, select Y at the Retain Original Order prompt. If you select N at this prompt, the Order will be canceled.

After selecting the conversion options and pushing F10-Convert, you are automatically taken into the edit mode for the new invoice. Any changes made to convert options will become the default the next time you convert an order to an invoice. When converting an order, items that result in a negative quantity on hand will be converted even though the Allow Negative Quantity flag may be set to No in Maintain Inventory Items. This may result in a negative quantity available for inventory items.