Creating Sales Invoices from All Eligible OIM Invoices

You can create sales invoices from all eligible Order and Inventory Management invoices by clicking Create from OIM Invoices on the Sales Invoices list view. This might be useful if you want to export all the relevant invoices to Accounting at once but prefer not to schedule recurring jobs.

An invoice is eligible for this process when its Export Status field is not set to "Exported", "Export in Process" or "Exported as Billing Document".

To create sales invoices from all eligible invoices:

  1. Navigate to the Sales Invoices tab.
  2. From the list view, click Create from OIM Invoices. The sales invoices are created in the background.

Depending on how your org is set up, you might receive an email and a Salesforce notification. The notification contains information about the number of sales invoices that were created successfully and the number of errors, if any. The email contains a list of sales invoices that were created and the invoices that they were created from. If any errors occurred, the email also provides a list of errors. If email and Salesforce notifications are not enabled in your org, you can review the invoices with the Export Status field set to "Export Error". You can create a list view for the Invoicing object that filters records with an error and displays the Export Error field. This field provides more information about why the sales invoice could not be created.