Is it possible to keep the manual numbering for invoice and still be able to prepare the invoice from shipment screen?
One of our client has this requirement and need manual numbering for the invoice.
Would really appreciate your help on this.
Solved
Manual Numbering for invoice
Best answer by Naveen Boga
Hi
- Since you are going with the Manual Numbering for the Invoice Nbr, yu can use the Invoice Nbr field from Sales Order screen.
- But, the Sales Orders → Financial Settings → Invoice Nbr field will be enabled only for the CM and IN type orders.
- You can have small customization in place to enable the “Invoice Nbr” field for the other order types, and then when you click on the Prepare Invoice action, Invoice document will be created with the provided Invoice Nbr field in the Sales Order screen.
- You can take the above code just for your reference.
public abstract class isUserInvoiceNumbering : Data.BQL.BqlBool.Field<isUserInvoiceNumbering> { }
[PXBool]
[PXFormula(typeof(Where<Selector<orderType, SOOrderType.userInvoiceNumbering>, Equal<True>>))]
public virtual bool? IsUserInvoiceNumbering
{
get;
set;
}
+13Hi
f we enable Manual Numbering we need to go to Invoice Screen and create an invoice directly. We have option to Add Orders.
It will not allow creating from the Sales order screen/Shipment if using Manual Numbering.
See more info about customization
Acumatica Functional Consultant & Customer Experience Supervisor
+16Hi
What is your numbering sequence set up for Invoices? Is the Manual Numbering checked?
Here is also the help documentation on Numbering Sequences:
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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+4Hi
If you found the post helpful please like the post or if it answered your question mark it as best answer. Thanks!
Yes, It’s set up exactly the same as you’ve shown in the screenshots.
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+16rohansa15 wrote:
Yes, It’s set up exactly the same as you’ve shown in the screenshots.
You would need to check the Manual Numbering to force that on the Invoice creation.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+19Hi
- Since you are going with the Manual Numbering for the Invoice Nbr, yu can use the Invoice Nbr field from Sales Order screen.
- But, the Sales Orders → Financial Settings → Invoice Nbr field will be enabled only for the CM and IN type orders.
- You can have small customization in place to enable the “Invoice Nbr” field for the other order types, and then when you click on the Prepare Invoice action, Invoice document will be created with the provided Invoice Nbr field in the Sales Order screen.
- You can take the above code just for your reference.
public abstract class isUserInvoiceNumbering : Data.BQL.BqlBool.Field<isUserInvoiceNumbering> { }
[PXBool]
[PXFormula(typeof(Where<Selector<orderType, SOOrderType.userInvoiceNumbering>, Equal<True>>))]
public virtual bool? IsUserInvoiceNumbering
{
get;
set;
}
Naveen B
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