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

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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!

Best answer by Laura02

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

 

 

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Laura02
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Laura02
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  • February 10, 2024

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. ~ Click my logo to Follow me ~
Chris Hackett
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darylbowman
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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
Chris Hackett
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Laura02
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  • February 12, 2024

@darylbowman ,

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

 

Laua

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~

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