I am creating an Invoice from Service Order but, the Note created in the Line Order, is not showing on the Invoice.
When I create an Invoice from a Sales Order, the Line Note shows on the Invoice.
Am I missing some management feature that I should turn on?
Any Help will be appreciated.
Alfredo
Copy line notes to Shipments and Invoices is depended on settings at Order Type level. See this screenshot:
Related
I would like to know if I can make invoice in Stripe like this
Name Spent time
Project 1. 02:33 $4.55
I'm interesting how to add time in this format into invoice. Can i add formula there?
Thanks
From the sample, it looks like you're referring to customisation of line items in an invoice. Such customisation is not possible.
You can refer to this doc about what can be customised for the invoice: https://stripe.com/docs/invoicing/customize
We have a three level approval for purchase orders. I have received a requirement to show who approved at each level and the timestamp against every PO in saved search,
When I started creating this search, I am struggling to get the data for every PO in one line, as the system note data has one line each for every approval.
Can you please advise on how to get these multiplelines on a single line for every PO?
Thanks,
Check out the undocumented NS_CONCAT function for saved searches.
Here's an example answered earlier:
How to list my Sales Reps for a customer on one line?
Customer first creates invoice for customer, then they should prepare shipment process. Do you know a way to achieve this?
Today, in Acumatica you have to create SO, then shipment then Invoice.
First create a Sales Order.
Then go to Distribution->Sales Orders->Work Area->Enter->Invoices screen.
Use the ADD ORDER button to add the sales order to the invoice:
Auto-Release setting in Distribution->Sales Orders->Configuration->Setup->Sales Order Preference screen:
For stock items, its not possible to edit the purchase order line level GL account and sub. Is this by design and if so what's the logic?
Thanks
Account and Subaccount of a Purchase Order line are only editable for non-stock items and should be used to record purchased non-stock items that does not require receipt. For more details see Acumatica Documentation
When doing a search I am getting duplicate invoices. So invoices can have both drop shipment and ship from factory. So I want to create a report that only shows the invoice for drop shipment and all other invoices if not drop shipped. So if one part is dropped ship show only that invoice and not the other invoice with the same invoice number. End result, the dropship invoice, and all other not dropped shipped, invoice can not be duplicate keep in mind a invoice can be both dropshipped and shipped from factory thus leading to double entries for these results. How do I go about ride of this duplication what must I add?
On the Criteria tab, select the filter named "Mainline". Set it to Yes if you only want one result for the transaction, or set it to No if you want one result for each line item on the transaction. Read the comments in the duplicate question for a more detailed explanation of how mainline works. It works the same in the UI and in SuiteScript.