![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-Invoice-Generate-Manual-1024x463.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- Document Source determines whether invoices are built from Orders or from Customer RMAs.<\/li>\n\n\n\n
- Only completed Orders or completed Customer RMAs are eligible for invoice generation.<\/li>\n\n\n\n
- Order-based generation follows the Invoice Rule, such as Immediate or After Delivery.<\/li>\n\n\n\n
- Each RMA line must reference a Shipment Line or a Charge to be invoiced.<\/li>\n\n\n\n
- Vendor RMAs are excluded; only Sales Transaction RMAs are processed.<\/li>\n\n\n\n
- The Invoice Document Type is derived from the source document’s configured type.<\/li>\n\n\n\n
- Document Action (Prepare or Complete) controls whether the invoice posts automatically.<\/li>\n<\/ul>\n\n\n\n
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Business Partner configured with valid Accounts Receivable settings.<\/li>\n\n\n\n
- Sales Order or Customer RMA completed and ready for invoicing.<\/li>\n\n\n\n
- Document Type configured with a linked Invoice Document Type (for RMA source).<\/li>\n\n\n\n
- Organization and Document Sequence configured for the invoice type.<\/li>\n\n\n\n
- User role has access to Generate Invoices (manual) and the Invoice window.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Set the Document Source<\/strong><\/h3>\n\n\n\nOpen Generate Invoices (manual) and choose Sales Orders or RMA to credit completed Customer Returns. This choice hides or shows other available filters.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Document Source<\/td> Order<\/td> Selects Sales Order as the origin for invoicing<\/td><\/tr> Document Source<\/td> RMA<\/td> Selects Customer RMA as the origin for crediting<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-Sales-InvoiceManual-1024x491.png\" "\\"\\"")
<\/figure>\n\n\n\nStep 2: Enter Selection Criteria<\/strong><\/h3>\n\n\n\nFor Order source, enter Business Partner, Document Type, Date Ordered, and Invoice Rule. For RMA source, only Business Partner, Date Ordered and Document Type apply; Invoice Rule is unavailable.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Business Partner<\/td> Nanotech Equipment Pvt Ltd<\/td> Filters documents for one customer<\/td><\/tr> Document Type<\/td> Standard Order<\/td> Filters by the source document type<\/td><\/tr> Date Ordered <=<\/td> 06\/09\/2026<\/td> Limits Orders up to a cutoff date<\/td><\/tr> Invoice Rule<\/td> Immediate<\/td> Filters Orders ready for immediate billing<\/td><\/tr> All \/ Any<\/td> Checked<\/td> Matches all entered criteria together<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Query Eligible Documents<\/strong><\/h3>\n\n\n\nClick the refresh icon to load results. The grid shows Organization, Document Type, Document No, Business Partner, Date Ordered, Total Lines, and Invoice Rule for each match.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Organization<\/td> Chennai Store<\/td> Store or org that owns the document<\/td><\/tr> Document No<\/td> 50006<\/td> Order or RMA document number<\/td><\/tr> Total Lines<\/td> 460.00<\/td> Total line amount on the document<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Select Records for Invoicing<\/strong><\/h3>\n\n\n\nTick the checkbox next to each row to include. Multiple rows can be selected to batch-generate several invoices or credit memos in one run.<\/p>\n\n\n\n
Step 5: Run Generate Invoices (Manual)<\/strong><\/h3>\n\n\n\nClick Generate Invoices (manual). Enter Invoice Date and set Document Action to Prepare or Complete, then confirm to start the process.<\/p>\n\n\n\n
Step 6: Verify the Generated Document<\/strong><\/h3>\n\n\n\nOpen the Invoice window and locate the new document by Business Partner and Document No. Check lines, amounts, and status match the source document.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>No records found in grid<\/td> Query criteria too narrow or source document not completed<\/td> Widen the criteria or complete the Order\/RMA first<\/td><\/tr> “Invoice can only be generated from selection”<\/td> No row checkbox selected before running RMA source<\/td> Select at least one row, then run the process again<\/td><\/tr> “Could not get invoice document type”<\/td> RMA Document Type has no linked Invoice Document Type<\/td> Configure the target Invoice type in Document Type window<\/td><\/tr> Invoice not created for an eligible Order<\/td> Invoice Rule set to Do Not Invoice, or Order incomplete<\/td> Update the Invoice Rule and confirm Order status<\/td><\/tr> Organization or Business Partner filter missing<\/td> RMA source does not support these filter fields<\/td> Use the selection grid checkboxes instead of filters<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review the generated Invoice or Credit Memo in the Invoice window.<\/li>\n\n\n\n
- Configure Payment Allocation for the resulting AR documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Generate Invoices (Manual) is the iDempiere batch window used to convert completed source documents into billing documents on demand. The […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-19673","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19673"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673\/revisions"}],"predecessor-version":[{"id":20572,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673\/revisions\/20572"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Business Partner configured with valid Accounts Receivable settings.<\/li>\n\n\n\n
- Sales Order or Customer RMA completed and ready for invoicing.<\/li>\n\n\n\n
- Document Type configured with a linked Invoice Document Type (for RMA source).<\/li>\n\n\n\n
- Organization and Document Sequence configured for the invoice type.<\/li>\n\n\n\n
- User role has access to Generate Invoices (manual) and the Invoice window.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Set the Document Source<\/strong><\/h3>\n\n\n\nOpen Generate Invoices (manual) and choose Sales Orders or RMA to credit completed Customer Returns. This choice hides or shows other available filters.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Document Source<\/td> Order<\/td> Selects Sales Order as the origin for invoicing<\/td><\/tr> Document Source<\/td> RMA<\/td> Selects Customer RMA as the origin for crediting<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nStep 2: Enter Selection Criteria<\/strong><\/h3>\n\n\n\nFor Order source, enter Business Partner, Document Type, Date Ordered, and Invoice Rule. For RMA source, only Business Partner, Date Ordered and Document Type apply; Invoice Rule is unavailable.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Business Partner<\/td> Nanotech Equipment Pvt Ltd<\/td> Filters documents for one customer<\/td><\/tr> Document Type<\/td> Standard Order<\/td> Filters by the source document type<\/td><\/tr> Date Ordered <=<\/td> 06\/09\/2026<\/td> Limits Orders up to a cutoff date<\/td><\/tr> Invoice Rule<\/td> Immediate<\/td> Filters Orders ready for immediate billing<\/td><\/tr> All \/ Any<\/td> Checked<\/td> Matches all entered criteria together<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Query Eligible Documents<\/strong><\/h3>\n\n\n\nClick the refresh icon to load results. The grid shows Organization, Document Type, Document No, Business Partner, Date Ordered, Total Lines, and Invoice Rule for each match.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Organization<\/td> Chennai Store<\/td> Store or org that owns the document<\/td><\/tr> Document No<\/td> 50006<\/td> Order or RMA document number<\/td><\/tr> Total Lines<\/td> 460.00<\/td> Total line amount on the document<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Select Records for Invoicing<\/strong><\/h3>\n\n\n\nTick the checkbox next to each row to include. Multiple rows can be selected to batch-generate several invoices or credit memos in one run.<\/p>\n\n\n\n
Step 5: Run Generate Invoices (Manual)<\/strong><\/h3>\n\n\n\nClick Generate Invoices (manual). Enter Invoice Date and set Document Action to Prepare or Complete, then confirm to start the process.<\/p>\n\n\n\n
Step 6: Verify the Generated Document<\/strong><\/h3>\n\n\n\nOpen the Invoice window and locate the new document by Business Partner and Document No. Check lines, amounts, and status match the source document.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>No records found in grid<\/td> Query criteria too narrow or source document not completed<\/td> Widen the criteria or complete the Order\/RMA first<\/td><\/tr> “Invoice can only be generated from selection”<\/td> No row checkbox selected before running RMA source<\/td> Select at least one row, then run the process again<\/td><\/tr> “Could not get invoice document type”<\/td> RMA Document Type has no linked Invoice Document Type<\/td> Configure the target Invoice type in Document Type window<\/td><\/tr> Invoice not created for an eligible Order<\/td> Invoice Rule set to Do Not Invoice, or Order incomplete<\/td> Update the Invoice Rule and confirm Order status<\/td><\/tr> Organization or Business Partner filter missing<\/td> RMA source does not support these filter fields<\/td> Use the selection grid checkboxes instead of filters<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review the generated Invoice or Credit Memo in the Invoice window.<\/li>\n\n\n\n
- Configure Payment Allocation for the resulting AR documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Generate Invoices (Manual) is the iDempiere batch window used to convert completed source documents into billing documents on demand. The […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-19673","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19673"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673\/revisions"}],"predecessor-version":[{"id":20572,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673\/revisions\/20572"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Set the Document Source<\/strong><\/h3>\n\n\n\nOpen Generate Invoices (manual) and choose Sales Orders or RMA to credit completed Customer Returns. This choice hides or shows other available filters.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Document Source<\/td> Order<\/td> Selects Sales Order as the origin for invoicing<\/td><\/tr> Document Source<\/td> RMA<\/td> Selects Customer RMA as the origin for crediting<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nStep 2: Enter Selection Criteria<\/strong><\/h3>\n\n\n\nFor Order source, enter Business Partner, Document Type, Date Ordered, and Invoice Rule. For RMA source, only Business Partner, Date Ordered and Document Type apply; Invoice Rule is unavailable.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Business Partner<\/td> Nanotech Equipment Pvt Ltd<\/td> Filters documents for one customer<\/td><\/tr> Document Type<\/td> Standard Order<\/td> Filters by the source document type<\/td><\/tr> Date Ordered <=<\/td> 06\/09\/2026<\/td> Limits Orders up to a cutoff date<\/td><\/tr> Invoice Rule<\/td> Immediate<\/td> Filters Orders ready for immediate billing<\/td><\/tr> All \/ Any<\/td> Checked<\/td> Matches all entered criteria together<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Query Eligible Documents<\/strong><\/h3>\n\n\n\nClick the refresh icon to load results. The grid shows Organization, Document Type, Document No, Business Partner, Date Ordered, Total Lines, and Invoice Rule for each match.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Organization<\/td> Chennai Store<\/td> Store or org that owns the document<\/td><\/tr> Document No<\/td> 50006<\/td> Order or RMA document number<\/td><\/tr> Total Lines<\/td> 460.00<\/td> Total line amount on the document<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Select Records for Invoicing<\/strong><\/h3>\n\n\n\nTick the checkbox next to each row to include. Multiple rows can be selected to batch-generate several invoices or credit memos in one run.<\/p>\n\n\n\n
Step 5: Run Generate Invoices (Manual)<\/strong><\/h3>\n\n\n\nClick Generate Invoices (manual). Enter Invoice Date and set Document Action to Prepare or Complete, then confirm to start the process.<\/p>\n\n\n\n
Step 6: Verify the Generated Document<\/strong><\/h3>\n\n\n\nOpen the Invoice window and locate the new document by Business Partner and Document No. Check lines, amounts, and status match the source document.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>No records found in grid<\/td> Query criteria too narrow or source document not completed<\/td> Widen the criteria or complete the Order\/RMA first<\/td><\/tr> “Invoice can only be generated from selection”<\/td> No row checkbox selected before running RMA source<\/td> Select at least one row, then run the process again<\/td><\/tr> “Could not get invoice document type”<\/td> RMA Document Type has no linked Invoice Document Type<\/td> Configure the target Invoice type in Document Type window<\/td><\/tr> Invoice not created for an eligible Order<\/td> Invoice Rule set to Do Not Invoice, or Order incomplete<\/td> Update the Invoice Rule and confirm Order status<\/td><\/tr> Organization or Business Partner filter missing<\/td> RMA source does not support these filter fields<\/td> Use the selection grid checkboxes instead of filters<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review the generated Invoice or Credit Memo in the Invoice window.<\/li>\n\n\n\n
- Configure Payment Allocation for the resulting AR documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Generate Invoices (Manual) is the iDempiere batch window used to convert completed source documents into billing documents on demand. The […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-19673","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19673"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673\/revisions"}],"predecessor-version":[{"id":20572,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673\/revisions\/20572"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Open Generate Invoices (manual) and choose Sales Orders or RMA to credit completed Customer Returns. This choice hides or shows other available filters.<\/p>\n\n\n\n For Order source, enter Business Partner, Document Type, Date Ordered, and Invoice Rule. For RMA source, only Business Partner, Date Ordered and Document Type apply; Invoice Rule is unavailable.<\/p>\n\n\n\n Click the refresh icon to load results. The grid shows Organization, Document Type, Document No, Business Partner, Date Ordered, Total Lines, and Invoice Rule for each match.<\/p>\n\n\n\n Tick the checkbox next to each row to include. Multiple rows can be selected to batch-generate several invoices or credit memos in one run.<\/p>\n\n\n\n Click Generate Invoices (manual). Enter Invoice Date and set Document Action to Prepare or Complete, then confirm to start the process.<\/p>\n\n\n\n Open the Invoice window and locate the new document by Business Partner and Document No. Check lines, amounts, and status match the source document.<\/p>\n\n\n\n Generate Invoices (Manual) is the iDempiere batch window used to convert completed source documents into billing documents on demand. The […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-19673","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19673"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673\/revisions"}],"predecessor-version":[{"id":20572,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19673\/revisions\/20572"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Field<\/strong><\/td> Sample Value<\/strong><\/td> Description<\/strong><\/td><\/tr><\/thead> Document Source<\/td> Order<\/td> Selects Sales Order as the origin for invoicing<\/td><\/tr> Document Source<\/td> RMA<\/td> Selects Customer RMA as the origin for crediting<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n <\/figure>\n\n\n\nStep 2: Enter Selection Criteria<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Description<\/strong><\/td><\/tr><\/thead> Business Partner<\/td> Nanotech Equipment Pvt Ltd<\/td> Filters documents for one customer<\/td><\/tr> Document Type<\/td> Standard Order<\/td> Filters by the source document type<\/td><\/tr> Date Ordered <=<\/td> 06\/09\/2026<\/td> Limits Orders up to a cutoff date<\/td><\/tr> Invoice Rule<\/td> Immediate<\/td> Filters Orders ready for immediate billing<\/td><\/tr> All \/ Any<\/td> Checked<\/td> Matches all entered criteria together<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 3: Query Eligible Documents<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Description<\/strong><\/td><\/tr><\/thead> Organization<\/td> Chennai Store<\/td> Store or org that owns the document<\/td><\/tr> Document No<\/td> 50006<\/td> Order or RMA document number<\/td><\/tr> Total Lines<\/td> 460.00<\/td> Total line amount on the document<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 4: Select Records for Invoicing<\/strong><\/h3>\n\n\n\n
Step 5: Run Generate Invoices (Manual)<\/strong><\/h3>\n\n\n\n
Step 6: Verify the Generated Document<\/strong><\/h3>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
Issue<\/strong><\/td> Cause<\/strong><\/td> Resolution<\/strong><\/td><\/tr><\/thead> No records found in grid<\/td> Query criteria too narrow or source document not completed<\/td> Widen the criteria or complete the Order\/RMA first<\/td><\/tr> “Invoice can only be generated from selection”<\/td> No row checkbox selected before running RMA source<\/td> Select at least one row, then run the process again<\/td><\/tr> “Could not get invoice document type”<\/td> RMA Document Type has no linked Invoice Document Type<\/td> Configure the target Invoice type in Document Type window<\/td><\/tr> Invoice not created for an eligible Order<\/td> Invoice Rule set to Do Not Invoice, or Order incomplete<\/td> Update the Invoice Rule and confirm Order status<\/td><\/tr> Organization or Business Partner filter missing<\/td> RMA source does not support these filter fields<\/td> Use the selection grid checkboxes instead of filters<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Next Steps<\/strong><\/h2>\n\n\n\n
\n