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Former Member

AP Invoice - Only a % to be invoiced

Hi,

We have a requirement on AP invoice, Can we setup a formated search on the line total to calculate only a certain % of the unit price, items to be identified based on one of the item properties in item master data.

For example: The condition will at the document header level UDF dropdown

Condition1 50%

item1 £100 Only 50% to be billed = £50

item2 £200                              =£200

Total                                       = £250

Condition2 10%

item1 £100 Only 10% to be billed = £10

item2 £200                              =£200

Total                                       = £210

Condition3 0%

item1 £100 Only 0% to be billed = £0

item2 £200                              =£200

Total                                       = £200

The above requirement possible via formated search? or can be done using SDK

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4 Answers

  • Sep 02, 2015 at 05:05 PM

    Hi Mohan

    Create a UDF for Condition and you can able to write FMS based on Condition and linked to Discount Field

    For Example

    SELECT $[INV1.You created UDF Field.NUMBER] FROM INV1

    With Regards

    Balaji Sampath

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    Former Member
    Sep 02, 2015 at 06:15 PM

    Hi,

    What Item properties here can identify the required %?

    Thanks,

    Gordon

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    Former Member
    Sep 10, 2015 at 12:13 PM

    Hi Balaji/Gordon,

    Thanks for your responses.

    The required percentage will be captured from the invoice document header UDF field 'Percentage (1 = 50%, 2= 10%, 3= 0%)', so based on the selection the percentage will apply for the item.

    item properties is to identify which items the percentage need to be applied. if you look at the example for item2 the percentage will not apply.

    Do you have any query for my requirement?

    Regards,

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  • Sep 12, 2015 at 02:55 AM

    Hi,

    How many item properties that defined for an item?

    Thank you.

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