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

  • 8 December 2021
  • 6 replies
  • 280 views

Jp89
Varsity I
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Any ideas how to prevent invoice from printing unless it is released?

Best answer by Naveen Boga

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.

 

 

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6 replies

jinin
Pro I
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  • Pro I
  • 680 replies
  • December 8, 2021

Hi @Jp89 

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

 


Naveen Boga
Captain II
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  • Captain II
  • 3381 replies
  • Answer
  • December 8, 2021

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.

 

 


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  • Semi-Pro I
  • 714 replies
  • December 8, 2021

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.


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  • Acumatica Support Team
  • 785 replies
  • December 9, 2021

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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  • Varsity I
  • 67 replies
  • September 9, 2024

This needs to be suggested for future releases, as it is a fraud prevention mechanism and crucial to any ERP system.


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  • Varsity I
  • 67 replies
  • September 9, 2024

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