×
INTELLIGENT WORK FORUMS
FOR COMPUTER PROFESSIONALS

Contact US

Log In

Come Join Us!

Are you a
Computer / IT professional?
Join Tek-Tips Forums!
  • Talk With Other Members
  • Be Notified Of Responses
    To Your Posts
  • Keyword Search
  • One-Click Access To Your
    Favorite Forums
  • Automated Signatures
    On Your Posts
  • Best Of All, It's Free!

*Tek-Tips's functionality depends on members receiving e-mail. By joining you are opting in to receive e-mail.

Posting Guidelines

Promoting, selling, recruiting, coursework and thesis posting is forbidden.

Students Click Here

Macola Select invoice form, default settings.

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!

RE: Macola Select invoice form, default settings.

An AR invoice is different from an OE invoice. An AR invoice is meant for service companies and does not require an item number, and it does not debit COGS and credit Inventory like an OE invoice does.

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.


Macola Software Veteran and SAP Business One Consultant on Training Wheels

Check out our Macola tools:

www.gainfocus.biz/exceladdin.html

Red Flag This Post

Please let us know here why this post is inappropriate. Reasons such as off-topic, duplicates, flames, illegal, vulgar, or students posting their homework.

Red Flag Submitted

Thank you for helping keep Tek-Tips Forums free from inappropriate posts.
The Tek-Tips staff will check this out and take appropriate action.

Reply To This Thread

Posting in the Tek-Tips forums is a member-only feature.

Click Here to join Tek-Tips and talk with other members! Already a Member? Login

Close Box

Join Tek-Tips® Today!

Join your peers on the Internet's largest technical computer professional community.
It's easy to join and it's free.

Here's Why Members Love Tek-Tips Forums:

Register now while it's still free!

Already a member? Close this window and log in.

Join Us             Close