You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to Setup the projects AR invoice to copy the Transaction number from the Document Sequence

edited Apr 27, 2024 11:01AM in Receivables & Collections 7 comments

Summary:

Hello,

I have a case were I want to make the invoices released by Projects to be Automatically Numbered according to a defined AR sequence, Currently the invoices are getting its numbering from the Projects Module which will not fit with the current business needs as I want to make separate sequence for the invoices and separate sequence for the credit memo

I Set up new Transaction Source (and checked the box that copy the invoice number from the document number) and New transaction Type and linked the Transaction type to a defined invoices sequence

Unfortunately the test didn't work, so I need your help to understand were is the problem, or if there is a better solution to implement this business case please let me know

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!