Back orders and batch control

When you enable the Create New Batch for Invoicing option on the Order Status Defaults window, a new batch is created automatically for each invoicing run. If you do not enable this option, transactions that are created when you invoice will be included in the batch in which the order was originally entered.

Note: Invoices are not added to batches that have a status of Ready or Posted. Instead, a new batch is created automatically and iMIS displays a message informing you that a new batch was created for those invoices whose original order batch is no longer available.

One of the most common reasons for enabling the Create New Batch for Invoicing option is managing backorders. For example, if you enter and invoice an order in January that includes a backordered product that will not be available until March, the March invoice transaction for the backorder will be in the original January batch. However, if you enable the Create New Batch for Invoicing option, the new transaction generated by the backorder will be included in a new batch that is created when the backorder is invoiced in March.