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Invoice Merge Logic

Distributor reference for when two invoices can be merged in Encompass: same Load Sheet, PO number and Split Invoice ID, not yet sent by EDI, not locked, and Pick Type set. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

In order to merge Invoices they need to meet the following conditions:
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  • The two invoices are on the same LoadSheet
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  • The two invoices have the same Product Group (Split Invoice ID)
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  • The two invoices have the same PO Number
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  • Neither invoice has been sent as a pre-delivery notice to the customer yet (EDI Status is Not Yet Transmitted)
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  • Neither invoice is locked
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  • Total cases on both the Source Invoice and the Destination Invoice are greater than 0 or both are less than 0
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  • Product Pick Type Effective must be set on all the products that are being merged

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