Customer Invoicing with negative value line

[former_member638945]

Is anyone here know if is it possible to add a negative line value on the Customer Invoicing? If yes? how should it be done/setup. I have attached a sample screenshot. ci-byd1023.png.

Thank you!

[HarshalVakil · Accepted solution]

Hello Pearlie,

You may need to adjust the scoping of the system :

In the Implementation Project Scoping, Go to questions step and

Expand : Sales -> Customer Invoicing -> Miscellaneous Invoicing

Here you should be able to find the question :

Do you want to allow customer invoice requests/invoices to contain invoice and credit memo line items?

Check the flag to scope the function.

Also Check the Case Document : 2709095 - Unable to Make the Type Field Visible in Invoice Request Item

Regards,

Harshal

[former_member638945]

Hi,

Thank you for your answers!

I have checked my scoping and the question was already selected. I was able to show the Type field also, however I cannot change the (+) to (-). It was disable for editing? Any setup I should be done first?

[HarshalVakil]

Hello Pearlie,

+/- Field iss disabled for editing always. When you change the Type from Invoice item to Credit memo item, Sign int he field +/- also changes to - sign. (Either By Entering the Product ID, or just by pressing Enter Key on the keyboard i.e Just trigger the refresh of the table so that Sign is udpated).

Overall +/- sign depends on the type field. If its Invoice item, system will show + sign and if its credit memo item it will show - Sign.

Let me know if you are still facing an issue.

Regards,

Harshal

[former_member638945]

Thank you Harshal. I figured it out.

[JohnMeadows]

Yes you need to add the scope to allow the inserting of credit lines in an invoice. You will also need to adapt the customer invoice entry screen to show the additional +/- column in the item rows.

John

[former_member638945]

Thanks John!