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Email invoices but not credit memos

  • February 2, 2022
  • 5 replies
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xkylewrightx
Semi-Pro I
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Is there a way to permanently exclude credit and debit memos from the Print/Email process? 

 

IE we would like memos to permanently not show up on Print Invoices and Memos screen (filter not really acceptable) and not trigger the Invoice notification template defined in AR preferences

 

Thank you!!

Best answer by Naveen Boga

Yes @xkylewrightx  You can use the Filter setting like below and do the process.

 

Hope this helps!

 

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Kyle Wright CSW, Inc. | www.cswgraphics.com

    5 replies

    Naveen Boga
    Captain II
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    Hi @xkylewrightx  You wanted to hide the Email Invoice action for the Credit and Debit Memo document types?

    If yes, we can hide this action using workflow automation steps in the customization package.

     

     

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    Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
    xkylewrightx
    Semi-Pro I
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    @Naveen B No, that action can stay. I would like AR508000 to ignore every document type except invoices. 

    I am thinking now that a shared filter may be the cleanest approach 

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    Kyle Wright CSW, Inc. | www.cswgraphics.com
    Naveen Boga
    Captain II
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    • Naveen Boga
    • Captain II
    • Answer
    • February 2, 2022

    Yes @xkylewrightx  You can use the Filter setting like below and do the process.

     

    Hope this helps!

     

    Translate
    Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
      xkylewrightx
      Semi-Pro I
      Forum|alt.badge.img+1

      Yes @xkylewrightx  You can use the Filter setting like below and do the process.

       

      Hope this helps!

       

      Yes went with this approach for now. Thank you

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      Kyle Wright CSW, Inc. | www.cswgraphics.com
        Naveen Boga
        Captain II
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        Great :) Thanks for the update @xkylewrightx 

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        Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
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