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Question

Unable to consolidate Invoices for multiple Sales Orders of Template Type "IN".

  • October 27, 2023
  • 4 replies
  • 342 views
RohitBhandurge
Jr Varsity III
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Hello,

I am trying to consolidate/combine Invoices for multiple Sales Orders through “Process Orders” screen. The Sales Order Type is of template Type “IN” that does not require Shipments.

Important to note that Avalara is the Tax Provider. 

This functionality out of the box works fine when I don’t have Tax Zones. In other words, if there no Avalara involved, the Invoices are being consolidated through “Process Orders” screen. However, when I apply the Tax Zone Avalara, the system is creating separate Invoices for each Sales Orders. 

Note: Each Sales Order has different Ship-To Address. I believe this is the reason. 

Has anyone faced this issue? Any advise will be very helpful!

Thanks! 

Rohit Bhandurge - Forever Grateful!

    4 replies

    Freshman I
    • sangland2
    • Freshman I
    • August 6, 2024

    I am also wanting consolidation of Invoices from sales orders (type IN) when running the process. If the Customer Location is different then it will not. But if the Location is the same and the scheduled shipment dates are the same (not that we are shipping) then what else would prevent consolidation ? 

    Freshman I
    • sangland2
    • Freshman I
    • August 6, 2024

    At least two other things affect consolidation - the branch of the sales order and the SOOrder.BillContactID must be the same. 

      sangland
      Varsity I
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      • sangland
      • Varsity I
      • September 4, 2024

      Another reason not to consolidate is the Financial Branch.

      Yet another reason is that if the Cash Account on the sales order is different then it won’t consolidate. 

      Regards Simon
        alexx
        Jr Varsity III
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        • alexx
        • Jr Varsity III
        • October 5, 2026

        Here’s a similar post, which is opposite of what you’re asking for it seems. 

        I’m not sure you can consolidate multiple orders if they all have different ship-tos. But I could be wrong. We’ve never tried this. There’s been an update though since we just upgraded to 2025R2 that you can consolidate any sales order type, when before, we couldn’t combine SO type with an IN type. 

        It probably has something to do with the different ship to address that Avalara is trying to calculate the taxes. If there are multiple order with the same ship to, I’m sure you can combine those.

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