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Email invoices but not credit memos

  • 2 February 2022
  • 5 replies
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xkylewrightx
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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!!

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Best answer by Naveen Boga 2 February 2022, 17:33

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

5 replies

Naveen Boga
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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.

 

 

Naveen B
xkylewrightx
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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 

Kyle Wright CSW, Inc. | www.cswgraphics.com
Naveen Boga
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Yes @xkylewrightx  You can use the Filter setting like below and do the process.

 

Hope this helps!

 

Naveen B
xkylewrightx
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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

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

Naveen B

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