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Hi Team,

 

One of our customers had raised an issue with the flow of raising credit invoice for invoiced Customer order. The Customer order is work order connected and SEO type. In App8 For these kinds of invoices we create credit invoices by RMB on the customer invoice and selecting credit invoice. But in App10 for SEO type customer invoices we can’t raise credit invoices through customer invoice window. You have to do this through the invoice preview window by searching for the workorder and then RMB and selecting Credit lines. They have few concerns over this,

 

1.Finance users doesn’t necessarily have access to Work order windows to raise the credit invoice.

2.Raised credit invoice create a new customer order. Which create two Customer order numbers for one scenario.

 

This is how the system works as of now.

 

I would be glad if someone could explain the reason why this is changed in APP10?

 

Best Regards,

Peshala

Hi Peshala,

 

The reason for this behavior is that when a customer order is raised and invoiced from the Work Order it is required to get back information on the invoiced invoice information and amounts back to the work order.

Thus it is not allowed to credit customer invoices directly. Credit invoices also should be initiated from the Work Tasks or the Invoice Preview.

This behavior is due to a technical limitation of handling the Invoice Types when initiated from the Work Order which cannot be solved through a support issue.

We have received this concern from several users so might be a candidate for future releases.

Thanks & Best Regards

Eresha

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