Is there a way to print multiple pro forma invoices at once? I tried adding “Print” to the Mass Action tab in the Pro Forma GI and it resulted in only displaying one report/print screen at a time.
Solved
Bulk Print Pro Forma Invoices
Best answer by dcomerford
Have you tried using the Print/Email Orders screen (SO502000). If you have added a new Action for the Proforma to the Sales Order if you set the Processing Screen on it then you can use it in this screen.
+16Have you tried using the Print/Email Orders screen (SO502000). If you have added a new Action for the Proforma to the Sales Order if you set the Processing Screen on it then you can use it in this screen.
Have you tried using the Print/Email Orders screen (SO502000). If you have added a new Action for the Proforma to the Sales Order if you set the Processing Screen on it then you can use it in this screen.
Could you please elaborate on this process?
Do these pro forma invoices appear on the “Print Invoices and Memos” (AR508000) screen?
In some configurations, pro forma invoices are created and managed as Sales Orders rather than AR invoices. In those cases, they won’t show up in AR processing screens and instead need to be handled through Print/Email Orders (SO502000), which is what
If they’re true AR invoices, then AR508000 would be the correct place to process them in bulk.
Here’s the official documentation: https://help.acumatica.com/(W(303))/Help?ScreenId=ShowWiki&pageid=73e3e74b-18cc-486b-ab5c-10f69c1e1e84
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