How create a new document type in acumatica ?
Answer
How create a new document type in acumatica ?
Best answer by jharris
Hi
Yes it is possible to select different invoice formats.
Checkout the MAILING SETTINGS tab on the Customers (AR303000) screen where you can override the Invoice format per Customer.
Additionally, you can use Report Designer to customize new invoice formats for use with different customers, or different business entities within your environment.
If you need additional help on this, I recommend visiting the Acumatica University or taking a class at the Acumatica Summit.
Regards,
James Harris
ERP Business Manager
LiveView Technologies
+7I think you may want to start with completing dev trainings here:
+2Do you mean Order Type? If so use the ‘New Record’ button in ‘Order Types’ screen.
Hi
You may clarify what document type are you referring to (SO? AR?AP?)
Regards,
VijayKumarU
Do you mean Order Type? If so use the ‘New Record’ button in ‘Order Types’ screen.
I dont find this screen whats is the number of screen in the map site ?
thanks for your answer !!
Hi
You may clarify what document type are you referring to (SO? AR?AP?)
Regards,
yes
I need a new type of invoice like invoice or debit or credit memo, in the module Sales Order -> Invoices screen SO 3000
and receivables and memos AR301000
thaks for your answer
+2Screen ID for ‘Order Types’ page are SO2010PL and SO201000.
Check that you have ‘Custom Order Types’ feature enabled in 'Enable/Disable Features' page (CS100000). Add more user roles in ‘Users’ screen for your user if the page is still not visible.
Read ‘Custom Sales Order Types’ documentation for more information:
https://help-2021r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=e9d8ed9c-ce83-4de5-afba-388e983d193e
Screen ID for ‘Order Types’ page are SO2010PL and SO201000.
Check that you have ‘Custom Order Types’ feature enabled in 'Enable/Disable Features' page (CS100000). Add more user roles in ‘Users’ screen for your user if the page is still not visible.
Read ‘Custom Sales Order Types’ documentation for more information:
https://help-2021r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=e9d8ed9c-ce83-4de5-afba-388e983d193e
iS POSIIBLE CREATE a type Invoice ?
+2I believe it is limited to Sales Order Type. For invoice it would be preferable to create a custom field. Attempting to add custom invoice type when it is not built-in the framework can introduce bugs.
+7Hi
Yes it is possible to select different invoice formats.
Checkout the MAILING SETTINGS tab on the Customers (AR303000) screen where you can override the Invoice format per Customer.
Additionally, you can use Report Designer to customize new invoice formats for use with different customers, or different business entities within your environment.
If you need additional help on this, I recommend visiting the Acumatica University or taking a class at the Acumatica Summit.
Regards,
James Harris
ERP Business Manager
LiveView Technologies
James Harris - ERP Guy & Acumatica MVP - If I answered your question, please mark my response as "Best Answer" :)
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