🚀 What's New – Sales, Item Master & Invoice Enhancements 🚀

We've introduced several enhancements across Item Master, Sales Order, Sales Invoice, and Sales Return modules to improve value-based item handling, invoice accuracy, validation, and overall transaction efficiency.

1. Item Master – Item Based On Option

  • The Item Based On field is now displayed only for Non-Inventory items.

  • Users can choose between VALUE and QUANTITY to define how a Non-Inventory item is handled.

  • Selecting VALUE automatically enables Single Item.

  • Selecting QUANTITY automatically disables Single Item.

  • The Single Item field becomes locked once an Item Based On option is selected.

  • Existing single-item records are displayed as VALUE when opened, without changing their previously saved configuration.

2. Sales Order – Improved Value-Based Invoicing

  • Value-based Non-Inventory items are now correctly identified based on their Item Based On and Single Item settings.

  • Supports multiple partial invoices against a single Sales Order line for value-based items.

  • Invoice tracking is based on the invoiced monetary amount rather than quantity.

  • Partial and fully invoiced statuses are calculated based on the invoiced amount against the Sales Order line total.

  • Quantity validation is enhanced to avoid incorrectly restricting value-based items.

  • Validation errors now display the relevant item names and report all identified violations together.

3. Sales Invoice – Enhanced Item Handling

  • Improved identification and handling of value-based Non-Inventory items during invoice creation.

  • Quantity-based Non-Inventory items are correctly treated as non-single items.

  • Improved remaining percentage calculation for quantity-based Non-Inventory items using actual invoiced quantities, including compatibility with older transaction records.

  • Value-based items can now be invoiced with quantities greater than one.

  • Existing single-item quantity restrictions remain applicable to other single-item types.

  • Improved inventory serial-tracking handling to support value-based items with quantities greater than one.

4. Sales Invoice – Duplicate Row Feature

  • Added the ability to duplicate existing item rows in the Sales Invoice.

  • Users can quickly create a copy of an existing invoice line without manually entering the item details again.

  • Reduces repetitive data entry and speeds up invoice preparation.

  • Improves efficiency when creating invoices with similar or repeated item details.

5. Sales Order – Invoice Value Limit Validation

  • Added enhanced validation to prevent invoicing beyond the ordered Sales Order value.

  • Considers invoice amounts across multiple invoices and duplicated invoice lines.

  • Approved sales returns are deducted when calculating the invoiced value.

  • Prevents saving when the invoiced value exceeds the ordered line value by more than 0.05.

  • The validation applies to both Inventory and Non-Inventory items.

  • Sales Order total-level validation is also included.

6. Sales Return – Improved Line-Level Handling

  • Enhanced Sales Return validation with line-level handling aligned with Sales Invoice processing.

  • Improves consistency in handling item-level return transactions.

Key Benefits

  • Better support for value-based Non-Inventory items.

  • Flexible partial invoicing with accurate value tracking.

  • Faster invoice preparation through the Duplicate Row feature.

  • Improved Sales Order and Invoice validation.

  • Prevention of over-invoicing beyond the ordered value.

  • Better compatibility with existing transaction records.

  • More consistent handling across Sales Orders, Sales Invoices, and Sales Returns.

These enhancements improve billing accuracy, reduce manual effort, and strengthen transaction consistency across the sales workflow.

image

image

image