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!