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Creating Invoice Type

  • 22 March 2023
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emelda71
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Good day.

I understand you can create order types. Is it possible to create invoice types in addition to Invoice, Credit Memo etc.

Many thanks,

EM.

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Best answer by aaghaei 22 March 2023, 06:32

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Emelda ~ A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

6 replies

aaghaei
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Short answer. No you can not. Acumatica has many business logics behind the scene on AP DocTypes. Unless you want to undertake a huge customization and ready for constant maintenance stay far from it.

Alternatively you can add a custom drop-down field to AP Bills if you need for reporting purpose or some control logics

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
emelda71
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Thank you so much for the swift response - much appreciated.

Emelda ~ A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
V
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Hi @emelda71 

Are you referring to AP side or AR side. On AR side, SO module does have an ‘Invoice’ order type (IN). If you want to have custom ‘Invoice’ type on SO module, you can set them and use the automation behavior as ‘Invoice’. Refer to the order type I am referring to :

You may elaborate the larger scope / business process requirement and we can suggest an alternate option accordingly. 

Regards,

 

VijayKumarU
aaghaei
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@vkumar the question is very clear and is addressing AP DocType. Do you recommend adding types to AP DocTypes (INV, ADR, ACR, …)

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
emelda71
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Hi @emelda71 

Are you referring to AP side or AR side. On AR side, SO module does have an ‘Invoice’ order type (IN). If you want to have custom ‘Invoice’ type on SO module, you can set them and use the automation behavior as ‘Invoice’. Refer to the order type I am referring to :

You may elaborate the larger scope / business process requirement and we can suggest an alternate option accordingly. 

Regards,

 

I am referring to the doc type :)

Emelda ~ A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
V
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Hi @emelda71 

Noted, :)

Regards,

VijayKumarU

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