When a user attempts to create an invoice for a customer who already has an existing invoice for the specified date, the user will be prompted with an option to edit the existing invoice instead of creating a new invoice. 

 

•When the system option is enabled the response to the Edit prompt will default to YES. 

•When not activated the Edit prompt response defaults to NO. 

 

This system option impacts the Invoice and Sales Order Date Duplication Warning processes!

The invoice date duplication warning added to handle the situation when starting a new invoice or sales order for a customer who already has an invoice/sales order for the same Invoice Date.

The date duplication warning appears when starting a new invoice or sales order for a customer who already has an invoice or sales order for the Invoice Date.

 

•If there is only one other invoice or sales order for the invoice date then only a  Yes/No prompt will appear asking if you wish to edit the existing invoice.

•If there is more than one invoice or sales order for the date the Invoice Listing or Sales Order Listing dialog will open to report the findings.

In the listing dialog you can either highlight or double-click an entry and click the Edit button to open the selected document in Change Invoice or Change Sales Order and perform the edits.