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Invoice Preparation Automation

  • 22 November 2022
  • 5 replies
  • 137 views

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 ? 

Best answer by Laura02

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.

 

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5 replies

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

Thanks


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • Answer
  • November 22, 2022

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.

 


  • Author
  • Freshman I
  • 3 replies
  • November 22, 2022

Thanks Laura01, I was thinking about the possibility of using Owner or Workgroup too ðŸ™‚


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • December 19, 2022

Hello @mbowen16 ,

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


  • Freshman I
  • 6 replies
  • July 24, 2024

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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