Process Multiple Sales Orders on One Invoice

Ensure feature availability

• Confirm that you have a Sage 100 subscription.
• Verify that your system runs Sage 100 2018 Product Update 3 or later.

Prepare sales orders

• Leave the credit card payment ID blank on all sales orders.
• Ensure no credit card deposit or payment exists on the orders.
• Confirm each order is available to invoice.

Combine sales orders in Invoice Data Entry

Add the first order

• Open Invoice Data Entry.
• On the Header tab, enter the first Sales Order Number.

Add multiple orders

• Click Apply Sales Orders.
• Select additional eligible sales orders.
• Add all required orders before proceeding.

Verify required matching fields

• Confirm all selected orders share identical values for:
  • Terms code
  • Ship-to code
  • Discount rate
  • Sales tax schedule
  • Salesperson and commission rates
  • Job number
  • Ship-via code and shipping zone
  • Bill-to customer (excluding National Accounts)
  • ACH payment ID
  • CRM person ID, company ID, and opportunity ID

Process credit card payment

• After adding all orders, select the credit card in the invoice.
• Complete payment processing as required.

Consolidate orders in Shipping Data Entry

Enable consolidation

• Go to Shipping Setup Options, Entry tab.
• Set Consolidate Orders on One Invoice to Yes or Prompt.
• Set Consolidate by Customer PO based on preference.

Add multiple orders

• Enter the first order in Shipping Data Entry.
• Click Accept to receive the prompt.
• Add additional orders when prompted.
• Continue until all orders appear.

Review combined details

• Select the option to display details for all combined orders.
• Confirm order accuracy before finalizing.

Understand reporting behavior

Printed documents

• The header shows “Multiple” in:
  • Sales order number
  • Customer purchase order number
• Line details show actual order numbers.

Affected reports

• Sales Order Invoice
• Sales Journal
• Gross Profit Journal
• Daily Deposit Recap Report
• Accounts Receivable Invoice History Report

Invoice date behavior

• The system prints the first order’s date on the invoice.

Review invoice history

Invoice History Inquiry

• The system displays “Multiple” in:
  • Order No. field
  • Customer PO field

View individual orders

• Select a line on the Lines tab.
• Click Additional Information.
• Review order details in the pop-up window.

Review deposit details

• The system shows total deposit on the Main tab.
• Click Deposit Information to view individual deposits.