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SO TR ( Invoice Status)

  • 17 July 2023
  • 2 replies
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F
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Hi Acumatica,

 

Upon clicking of Prepare Invoice in SO with TR Type. The Invoice Status is already balance though the on hold check box in AR Preferences is enable.

 

Is there a way to make it on hold? So that our approval for invoice might effect.

 

Thanks !

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Best answer by Kandy Beatty 17 July 2023, 15:06

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Laura02
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Hello @Fie ,

We can approve Sales Orders by type.  Do you have Approvals turned on for Sales Orders of the TR type?

Approve TR type Sales Orders

We can approve AR documents by type.  Are you approving Invoices in the Receivables module?

Approve AR Invoices

Please provide details.  Thank you.

Laura

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

This is based off the TR order type under Accounts Receivable Settings:

The TR order template does not allow for the Invoice to be On Hold when entered. 

You would need a customization to change this. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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