No-code solution for selecting Subcontract lines for partial AP billing

Acumatica does this out of the box. Possibly you select Add Subcontract option. Instead if you select Add Subcontract Line, you can select only the desired lines and add to the bill. I didn’t check this on earlier builds but on 25R2 or newer versions this exists out of the box.

Acumatica does this out of the box. Possibly you select Add Subcontract option. Instead if you select Add Subcontract Line, you can select only the desired lines and add to the bill. I didn’t check this on earlier builds but on 25R2 or newer versions this exists out of the box.

 

Thanks for your suggestion! Sorry, I didn’t explain my requirement clearly 😅

What I actually mean is that I’d like users to select/tick the specific Subcontract lines they want to bill directly on the Subcontract screen first, and then click Enter AP Bill so that only those selected lines are transferred to the AP Bill.

So the line selection needs to happen before entering the AP Bill, rather than selecting/filtering the lines on the Bills and Adjustments screen.

Hi ​@phuongphuong230505 ,

this can be achieved through an Acumatica customization.

The customization would mainly involve:

• Add a Select for Billing checkbox to the Subcontract Lines grid.
• Customize/extend the Enter AP Bill action.
• Pass only the selected lines to the AP Bill creation process.
• Validate that selected lines are eligible for billing.
• Create the AP Bill using Acumatica's existing standard logic.
• Update the Subcontract lines after successful AP Bill creation.

Hope above helps!!

Acumatica does this out of the box. Possibly you select Add Subcontract option. Instead if you select Add Subcontract Line, you can select only the desired lines and add to the bill. I didn’t check this on earlier builds but on 25R2 or newer versions this exists out of the box.

 

Thanks for your suggestion! Sorry, I didn’t explain my requirement clearly 😅

What I actually mean is that I’d like users to select/tick the specific Subcontract lines they want to bill directly on the Subcontract screen first, and then click Enter AP Bill so that only those selected lines are transferred to the AP Bill.

So the line selection needs to happen before entering the AP Bill, rather than selecting/filtering the lines on the Bills and Adjustments screen.

Yeah, I thought it seems too easy :). In this case you will need customization but I am afraid it will not be a no-code customzation.