Macola Select invoice form, default settings.
Macola Select invoice form, default settings.
(OP)
Macola 9.7.500 We created a custom invoice form for one customer (Non-Crystal) and named it #81. We set the form selection in:
AR / Customers / Maintain customers /Logistics tab/ "Invoice form" to #81 . We tested it and found that Macola does not select this form automatically by Customer, but instead defaults to
Company settings in: System / Company /Package settings /Distribution / Order Entry Setup/ Default accounts tab/ "Invoice" box .
Is there a way or Setting that the defaults form selection is:
= company settings unless the Maintain Customer invoice form box is populated.
We are trying to avoid the invoice clerk in having to pick the custom #81 form for one customer, every time, through a memory recognition, over-ride step. Thanks!
AR / Customers / Maintain customers /Logistics tab/ "Invoice form" to #81 . We tested it and found that Macola does not select this form automatically by Customer, but instead defaults to
Company settings in: System / Company /Package settings /Distribution / Order Entry Setup/ Default accounts tab/ "Invoice" box .
Is there a way or Setting that the defaults form selection is:
= company settings unless the Maintain Customer invoice form box is populated.
We are trying to avoid the invoice clerk in having to pick the custom #81 form for one customer, every time, through a memory recognition, over-ride step. Thanks!
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RE: Macola Select invoice form, default settings.
So do you use OE to invoice, or AR?
In either case, you do not get to choose printing invoices by customer number. So the default invoice form will be used. If you have a custom form for a specific customer, you must use a different invoice batch ID and manually override the default invoice form.
There may be a solution via Flexibility to populate the invoice batch ID differently based on customer, but I'd have to test it.
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