In 25R2, is there a way to control the default status that is assigned when the Amount to Invoice is changed in a Time & Material line on a Pro Forma invoice? A client of ours is noticing it defaults to “Hold Remainder” when they would prefer it to default to “Write Off Remainder.”
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Time and Material Status on Pro Forma Invoices - Change to Amount to Invoice Field
Best answer by harutyungevorgyan
Hello
Per the base logic (the GetDefaultProformaLineOption method in the ProformaTransactLineStatusAttribute), when Amount To Invoice ( CuryLineTotal ) is less than the Billable Amount, Acumatica determines Hold Remainder as the default option. The FieldUpdated handler on the Amount to Invoice field then applies this value to the line’s Status (Option) field, which results in Hold Remainder being automatically selected.
If the client would prefer the line to default to Write Off Remainder, this behavior is not configurable out of the box and would require a customization (for example, a graph extension or event handler) to override the default logic and set the desired option programmatically after the amount is changed.
+4Hello
Per the base logic (the GetDefaultProformaLineOption method in the ProformaTransactLineStatusAttribute), when Amount To Invoice ( CuryLineTotal ) is less than the Billable Amount, Acumatica determines Hold Remainder as the default option. The FieldUpdated handler on the Amount to Invoice field then applies this value to the line’s Status (Option) field, which results in Hold Remainder being automatically selected.
If the client would prefer the line to default to Write Off Remainder, this behavior is not configurable out of the box and would require a customization (for example, a graph extension or event handler) to override the default logic and set the desired option programmatically after the amount is changed.
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