Skip to main content
Answer

Is there a way to delay invoice creation?

  • November 6, 2023
  • 3 replies
  • 61 views
M
Freshman III

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.

 

Best answer by Manikanta Dhulipudi

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.

    3 replies

    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+15

    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 & Customer Experience Supervisor
    Chris Hackett
    J
    M
    Freshman III
    • mdmorgan85
    • Author
    • Freshman III
    • November 6, 2023

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

    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+15

    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 & Customer Experience Supervisor
    Chris Hackett
    Terms & ConditionsCookie settingsAccessibility statement
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved