Is there a way to have OM send the invoice to Projects instead of to AR?

3992715 Jul 13, 2019 4:06 PM

Of course we want invoices to end up in AR but we would also like them to be in Projects. Is there a setting to send invoices from OM to PA?

1. Re: Is there a way to have OM send the invoice to Projects instead of to AR?

J Reinhart Jul 13, 2019 4:11 PM (in response to 3992715)

We wish! Literally, I think there is an Idea out there to do exactly this. Maybe do a search for it and vote it up if you agree.
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2. Re: Is there a way to have OM send the invoice to Projects instead of to AR?

J Reinhart Jul 13, 2019 4:12 PM (in response to 3992715)

It can't be done now, but one thing others have done is to set the OM order types to *not* send invoices to AR. Then in Projects, create a billing extension that looks for order shipments and creates the PA invoice based on that. Once created and released in Projects, it will be sent to AR automatically.
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3. Re: Is there a way to have OM send the invoice to Projects instead of to AR?

J Reinhart Jul 13, 2019 4:14 PM (in response to 3992715)

Ok, my "enter" button is acting up today, or my browser is weird or something. When I hit enter, it is posting the comment. Last point - if you do create an extension to find shipments and create invoices for them, be sure to create some kind of link to the order so that it isn't invoiced twice. Put the shipment ID on the event in Projects or put the PA draft invoice identifier on the shipment in OM, and have the extension only create invoices if the shipment hasn't already been billed. Regards, J
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4. Re: Is there a way to have OM send the invoice to Projects instead of to AR?

3992715 Jul 13, 2019 4:40 PM (in response to J Reinhart)

Thanks. We checked and it looks like you are right. We hope there is an option to send invoices to pa in the future release
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