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Sort sales invoice lines by packing slip

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In Italy, companies often need to issue accompanying invoices. Accompanying invoices combine an ordinary invoice with a transport document or packing slip (documento di trasporto, or DDT).

Prerequisites

  • The primary address of the legal entity is in Italy.

  • In the Feature management workspace, the Sales invoice lines sorting by packing slips feature is turned on. For more information, see Feature management overview.

  • Customer invoices use the new SalesInvoice.Report_IT layout. Go to Accounts receivable > Setup > Forms > Form setup. On the General tab, select Print management. On the Print management setup page, under Module - accounts receivable > Customer invoice, select Original <Default>. Then, in the Report format field, select SalesInvoice.Report_IT.

    Screenshot of the new layout selected for customer invoices.

Note

When you turn on the Sales invoice lines sorting by packing slips feature, the system ignores the setting of the Print packing slip specifications check box on the Invoice tab of the Form setup page (Accounts receivable > Setup > Forms > Form setup). Even if you select this check box, the system treats it as if it's cleared.

Screenshot of the Print packing slip specifications check box.

Printing accompanying invoices

After you turn on and set up the feature, the printed invoice report includes invoice lines that are grouped and sorted by packing slip.

Screenshot of an invoice where invoice lines are grouped and sorted by packing slip.

Note

The new layout applies only to invoices that are based on sales orders. It doesn't apply to free-text invoices, because they don't use packing slips.