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Sending SO Invoice with SO505000 (regardless of invoice status)

  • 13 October 2023
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I think I’m not understanding the logic of the Process Invoices and Memos screen (SO505000)

 

First - From the wiki, the only prerequisites mentioned for using this screen are:

  • Email Invoice: Sends the selected invoices via email. The document selected for processing will be emailed only if the following conditions are met:
    • This document has not been emailed before (the Emailed check box is cleared on the Invoices form).
    • The customer account has the Send Invoices by Email check box selected.
    • The Credit Hold check box is not selected for this document.

 

However - we are seeing that only invoices in a Balanced Status can be emailed from this screen. Once the invoices has been released, your only option to email the invoice using a process screen is from AR508000

 

This appears to be intentional, although not documented well in the Wiki. I have a hard time understanding why we could only send unreleased SO Invoices or released AR invoices

 

Our issue - we would like to email the SO invoices daily in a batch process but we can’t be reliant on them being in a Balanced status

 

Does anyone understand the intention here or could help explain the workflow we should be looking at in order to email out the SO Invoice from a process screen? 

 

 

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Best answer by manikantad18 13 October 2023, 05:30

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Userlevel 7
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Hi @kyle90 

In Process Invoice and Memo Screen the actions email can be done for balanced and Open Status as well.

If you would like run a batch process please setup a Automation schedule using condition -Open and verify

 

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