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Where are Posting line details on Manual Customer Invoice that is Preliminary

  • November 22, 2024
  • 5 replies
  • 104 views

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In IEE, we can see a posting tab that shows the posting line of the Manual Customer Invoice. On Preliminary Customer invoices, the Posting tab is important as it enables them to review and verify the posting information they have created before finally posting it.

 

In Cloud I cannot find any posting details on a Manual Customer Invoice that is in Preliminary status.

 

 

Best answer by Rcoubrou

@smelanson in the “customer invoices analysis” form if you select your row, can you then click the “customer invoice postings analysis” button to see the rows?  Mine was preliminary as well and could drill into the form to see the details.  Or try to navigate to the form directly.

 

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5 replies

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  • Hero (Customer)
  • 108 replies
  • November 25, 2024

Hmm, really strange we can’t access it easily enough. Maybe needs to be put on the idea wall.  I found it in the overview form - Customer Invoices Analysis

 


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  • Author
  • Sidekick (Customer)
  • 111 replies
  • November 26, 2024

Since my Customer invoice is Preliminary, it doesn’t show in the Customer Invoice Postings Analysis.  When I look at the Customer Invoice Analysis screen it only show the invoice lines, not the posting details.  

Any suggestions?

Thanks

 


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  • Hero (Customer)
  • 108 replies
  • Answer
  • November 26, 2024

@smelanson in the “customer invoices analysis” form if you select your row, can you then click the “customer invoice postings analysis” button to see the rows?  Mine was preliminary as well and could drill into the form to see the details.  Or try to navigate to the form directly.

 


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  • Author
  • Sidekick (Customer)
  • 111 replies
  • November 26, 2024

@Rcoubrou I see what you’re saying.  I can get to the customer invoice posting analysis from the customer invoices analysis but not the customer invoice analysis.   

 

Thank you

Shelley


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  • Hero (Customer)
  • 108 replies
  • November 26, 2024

Yes, it’s strange it’s not available from the single form just the overview form. 🙄 Will need to flag on idea wall as an enhancement! 


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