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Any ideas how to prevent invoice from printing unless it is released?

  • 8 December 2021
  • 4 replies
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Any ideas how to prevent invoice from printing unless it is released?

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Best answer by Naveen Boga 8 December 2021, 10:34

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Userlevel 7
Badge +11

Hi @Jp89 

We can customize the SO Invoice screen and add condition like below. 
 

 

Userlevel 7
Badge +17

Hi @Jp89  You can do this from customization project by providing the Automation conditions to the SO303000 screen. Below are the few steps.

  • Add Invoices screen → by click on the Customize Existing screen button
  • Then left menu, expand the SO30300 screen, then we can see the Print Invoice action under the Actions.
  • From the Conditions tab, you can add a new condition (IsNotReleased) i.e. IsReleased = True
  • For the Disabled field, we can select the “IsNotReleased” condition.
  • With this condition, Print Invoice action will enabled only for Released Invoices.

 

Attached sample customization project for your reference.

 

 

Userlevel 7
Badge +9

Hi @Jp89 I believe, the best place to have this control would the “Invoice and Memos” screen instead of Invoices. So this way, the transactions from Sales Order Invoices, and direct entries in Invoice and Memos are also covered. Please confirm.

Userlevel 7
Badge +11

Hi @ChandrasekharM 

Its better to implement the changes on both screens i.e., SO Invoice (SO303000) and AR Invoices and Memos (AR301000). Both screens gives an option to print Invoices that are not released yet. 

Regards,

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