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Invoice created during Project Billing not using "Active" report version of AR641000 in SEND email.

  • 14 June 2023
  • 2 replies
  • 71 views
M
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We are experiencing an issue where we run Project Billing (Construction) and as a result, the invoice being emailed is generated based upon the default (OOTB) report version.  We have a customized (simple) AR641000 version.  It is selected in the Invoice/Memo screen under report versions as the one that should be used (ACTIVE).  The correct version of the report is being used everywhere else EXCEPT when we have Acumatica send the invoice to the customer via email.   Acumatica 2022 R2, Build 22.205.0026 

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Best answer by Heidi Dempsey 14 June 2023, 22:41

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Heidi Dempsey
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@mrhoades  do you have that report selected here?

 

M
Rank

Thanks Heidi.  We’ve modified our PM641000 to match our desired report format for invoices and will monitor.  I believe your suggestion is likely the resolution.  Just something we missed during our config.  Very helpful as we now know what to check should similar issues appear in another module.

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