In order to automate the Prepare Invoice process in Process Shipments I need to be able to filter for a specific group of customers. Unfortunately Customer Class is not an available filter, so I am wondering if anyone recommend another way of achieving the same thing ?
Answer
Invoice Preparation Automation
Best answer by Laura03
Hello,
In addition to considering customizations as recommended by
The first idea I have is possible use of Customer ID ‘begin with’. Such as - if Customer ID Begins with R that represents Retail customers - these retail customers could be filtered onto a separate tab and automated. Depending on how customer ID’s are assigned, maybe Customer ID could work.
In my test environment, I see two more fields not used. If you are not already using these two fields for their intended purposes, maybe Workgroup or Owner could be used to represent customer classes in a work-around.
+15Hi
Thanks
Acumatica Functional Consultant & Customer Experience Supervisor
+19Hello,
In addition to considering customizations as recommended by
The first idea I have is possible use of Customer ID ‘begin with’. Such as - if Customer ID Begins with R that represents Retail customers - these retail customers could be filtered onto a separate tab and automated. Depending on how customer ID’s are assigned, maybe Customer ID could work.
In my test environment, I see two more fields not used. If you are not already using these two fields for their intended purposes, maybe Workgroup or Owner could be used to represent customer classes in a work-around.
~ Laura Barber, WM Synergy
+19Hello
Were you able to find a solution? If you need more help, please post details here. Thank you.
You can also use Import scenarios for doing the same job as processes. Create a GI that finds the documents you want to process and use this in an import on the screen that has the same actions. Note that some processes will consolidate including Prepare Invoice so using this method means you are not consolidating.
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