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Invoice Preparation Automation

  • 22 November 2022
  • 4 replies
  • 59 views
M
Rank
Userlevel 1

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 ? 

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Best answer by Laura02 22 November 2022, 14:35

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manikantad18
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Userlevel 7
Badge +12

Hi @mbowen16 I think you need customization, Add a filter on customer class in the header level to meet your requirement.

Thanks

Acumatica Functional Consultant
Laura02
Rank
Badge +18

Hello,

In addition to considering customizations as recommended by @manikantad18 , I’m trying to think of creative ways you might use existing fields that are already available for a filter on Process Shipments screen to represent or convey the meaning of the Customer Class.

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 ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
M
Rank
Userlevel 1

Thanks Laura01, I was thinking about the possibility of using Owner or Workgroup too 🙂

Laura02
Rank
Badge +18

Hello @mbowen16 ,

Were you able to find a solution?  If you need more help, please post details here.  Thank you.

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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