I’m a little perplexed why there is no tab showing the related Sales Order and Shipments that were the origin of an ARInvoice. Acumatica normally has links between related documents, and this one just perplexes my why you have to go search for an originating document manually to see the released Invoice’s history. Am I missing something?
Best answer by dcomerford
View originalHello
If I am not wrong in understanding your concern, the invoices related to Sales Orders, Shipments, returns can be found in Invoices (SO303000). (screenshot below)
Whereas the Invoices & Memos (AR301000) form lists out all the types invoices.
Regards,
Harshita.
+12
Agree with
Hello
If I am not wrong in understanding your concern, the invoices related to Sales Orders, Shipments, returns can be found in Invoices (SO303000). (screenshot below)
Whereas the Invoices & Memos (AR301000) form lists out all the types invoices.
Regards,
Harshita.
Yes, that’s entirely true, but not helpful as soon as the SO invoice is released to AR. Then the released ARInvoice has no links back to the documents that originated it, making the user research the SO module to find them. All other modules and documents seem to have links in their screens to their originating documents making them easy to find, except ARInvoice.
Agree with
Thanks, yes it seems we’ll have to make a customization to do this. It just seems like this should be out-of-the box functionality (which I’m going to suggest as an idea!) to be consistent with the rest of the document links on almost every other doc. Thanks for the customization tip though!
Agree with
Of course upon presenting the new fields to my AR group, they immediately complain they’re not links! Any tips on how to make these fields showing up in the Details lines linkable to the document they reference?
+12
You’re a lifesaver! THANKS!
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