Order Management

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    Diego Chareca
    Choose a given Transaction Type based on the Sales Order...
    Topic posted February 28, 2018 by Diego Chareca, tagged Order Management 
    468 Views, 3 Comments
    Choose a given Transaction Type based on the Sales Order data when generating AutoInvoice
    How to choose or populate Receivables Transaction Type when generating AutoInvoice from a Sales Order.

    Hi everyone,

    We are implementing Order Management (w/DOO) and Accounts Receivable modules. We were able to generate the Invoice in A/R from a Sales Order generated in OM, but the Transaction Type used by AutoInvoice process is always "Invoice". We need to change that and be able to populate that field with a specific custom Transaction Type. Is it possible to do that? How can we relate the Receivables Transaction Type with the Sales Order?