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Is there a way to delay invoice creation?

  • 6 November 2023
  • 3 replies
  • 35 views
M
Rank
Userlevel 1

We want to create a new order type that can go through the whole process, get shipped, but not have the invoice created until X days (30 most likely) later by the user. We would create a report or GI that lists all the invoices that need to be created for that day. 

Is something like that possible?

 

Thanks in advance for any insights.

 

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Best answer by manikantad18 6 November 2023, 18:36

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3 replies

manikantad18
Rank
Userlevel 7
Badge +12

Hi  @mdmorgan85 

  1. Please revoke the Invoice preparation or Invoice screen to all other users.
  2. Create a Generic Inquiry using shipment data tables and list out all the shipment pending invoice.

GI conditiona: Shipment date= Today-30

Shipment status=Confirmed.

  1. Create A business event with ‘ Trigger by schedule” and add Import scenario to prepare Invoice for all the Shipment listed on the GI at the end of the day,
  2. Create a scheduler to release the Invoice.

Please verify the steps in sandbox.

Acumatica Functional Consultant
M
Rank
Userlevel 1

Would this restrict all order types or only for the new order type? We need the other order types to process normally.

manikantad18
Rank
Userlevel 7
Badge +12

Would this restrict all order types or only for the new order type? We need the other order types to process normally.

In this case

First cannot work to Business scenario,

You can prepare the GI and add the order type condition 

Acumatica Functional Consultant

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