Author Topic: Sales Order and Invoicing  (Read 278 times)

markjeffords

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Sales Order and Invoicing
« on: May 31, 2017, 11:56:55 AM »
Hi All, 10 years ago I implemented FMBOOKS connector in a FileMaker solution where we did not send our FileMaker Sales Orders to QB. We just Created Invoices off of the FileMaker Sales Orders and pushed to QB. Now we have a need to push the SalesOrders over to QB and to Invoice. Is it possible to do both from FileMaker. It seems I remember a linked Sales Order issue where you could not do this back then. Any help greatly appreciated!

markjeffords

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Re: Sales Order and Invoicing
« Reply #1 on: May 31, 2017, 12:19:24 PM »
Update- we have pushed A Sales Order over and we Invoiced it. All good except that it does not CLOSE out the Sales Order or show that it has been Invoiced. Something with linking the two is not possible??

Geoffrey Gerhard

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Re: Sales Order and Invoicing
« Reply #2 on: May 31, 2017, 03:49:03 PM »
You should be able to link your Invoice and/or InvoiceLines to the SalesOrder(s) and/or SalesOrderLine(s).

There are a couple relevant nodes:
- LinkToTxnID links the Invoice to a SalesOrder.
- The InvoiceLineAdd::LinkToTxn node has both the SalesOrder TxnID and the SalesOrderLine TxnLineID

There are a couple tricks to the link--take a look a the thread in this forum called "Linking a Bill Line Item to an Invoice Line Item" to see if you get any insight. Feel free to post back if you get stuck.

Geoffrey Gerhard
Creative Solutions Incorporated
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