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How to overwrite the DEFAULT payment method for Invoices coming from a PROJECT

  • 9 February 2024
  • 3 replies
  • 47 views
G

Hello Everyone,

 

We are currently looking for a solution/rule/ condition that will allows us to have the invoices created from a project overwrite the default customer payment method to one our choosing. 

 

For example, CUSTOMER RECORD will have DEFAULT PAYMENT METHOD of either ACUPAYCC or ACUPAYACH

When we create the invoice from Project A, we will need the BANKTRANSF payment method to be automatically assigned on the PROJECT invoices.

Does anyone have any ideas how we can accomplish this requirement? 

 

Thank you in advance!

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Best answer by Laura02 10 February 2024, 04:00

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Laura02
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Hello,

I expect you could use a Business Event to change the Payment Method on new project invoices to BANKTRANSF.

Begin by creating a GI that lists invoices that need the payment method updated:  include invoices that have a Project ID and payment method of ACUPAYCC or ACUPAYACH. Use this GI as the basis for the business event. Schedule the business event to run on a regular basis, especially on days/times when project billing takes place.

Laura

 

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
darylbowman
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Badge +11

This is obviously accomplishable (is that a word?) with a code customization as well.

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
Laura02
Rank
Badge +18

@darylbowman ,

If ‘accomplishable’ isn’t a word, it should be! 😉

 

Laua

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

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