Settings for "Copy To" function in documents

[former_member777857]

Good evening all!

Since Yesterday something has changed in our Sap B1 SQL in terms of document correlation when copying a document (Offer, client order, etc.) into an invoice. Specifically, it transforms the document into an "Invoice with payment", but we would like it to be transformed into a normal Invoice, without the payment included.

We do not know why it changed and how to set it normal again.

If someone could help us, we would be glad to her/him.

Thank you

[former_member777857 · Accepted solution]

Solved!

In the end, somehow the payment term was changed. In particular, was selected the "Open Payment" in the payment term settings!

Thank You David!

[DavidAndrusko · Accepted solution]

Oh, I see! Sorry about that, Paulo. That specific setting did not cross my mind. You're welcome. Most important thing is, that the issue is resolved. We might as well consider creating an FAQ note based on your experience to help others facing this issue in the future. Thank you very much!

[DavidAndrusko]

Hi Paolo,

The last prerequisite that Support will request you to definitely look as an L1&L2 step into prior to opening an incident with them are removing customizations in a copy of the database in test environment as per SAP Note 2079411 - Troubleshooting Guide to Analyse User Customizations in a Company Database - this especially, if you can reproduce the issue on a test backup. Note that customizations, especially triggers and transaction notification and post notification code may be the one of the culprits of intermittent or unexplainable behavior.

Please provide Support with all the details upfront including the above mentioned ones.

Regards,

David Andrusko
SAP Business One Support

[DavidAndrusko]

Hi Paulo, no. Please try to restore a test copy where you can reproduce i . Then, in this test environment you log into SAP Business One, and choose from the upper menu bar Help - Support - Restore Stored Procedures option. Check if this resolves the issue.

[former_member777857]

Thank you, David! Unfortunately, this has not worked. Every time I try to confirm an invoice, regardless of how I reached that invoice mask (copy from or modules tab), the payment pop-up is always showing up and we can't add the invoice, since most payments are going to be made in one or two months.

[DavidAndrusko]

Hi Paulo,

Great. So it seems that the issue is environment related. Could you make a full backup (incl. Sbo-Common) and try running Restore Stored Procedures? If still no avail, this would need to be looked at by support, I suggest a system related component.

Kind regards,

David Andrusko

[former_member777857]

Thank you David! Do you mean i should restore a full backup of the production system into the real ambient? We’ll lose two days progresses in this way

[DavidAndrusko]

Hi Paulo,

Please check the following:

Is the behaviour the same for more than one user, that is, is it generic and non-userspecific?

Does the same screen open regardless of whether you use Copy From or Copy To?

If you choose A/R invoice option from upoer menu bar without copying, does it create payment as well when adding it?

Does the problem occur on other workstation as well, and also in partner/test environment for the copy of the database restored there?

Regards, David

[former_member777857]

Thank you David, I've made your tests:

Is the behaviour the same for more than one user, that is, is it generic and non-userspecific? YES, IT APPENS WITH ALL USERS

Does the same screen open regardless of whether you use Copy From or Copy To? YES

If you choose A/R invoice option from upoer menu bar without copying, does it create payment as well when adding it? YES, IT HAPPENS EVEN IF I SELECT ONLY A/R INVOICE

Does the problem occur on other workstation as well, and also in partner/test environment for the copy of the database restored there? NO, IN THE TEST ENVIRONMENT IT DOES NOT HAPPEN

One more test I've tried is to restore a backup of two days ago into a test environment and it does not happen. Then, if I restore the backup from yesterday the problem happens.

[DavidAndrusko]

Hi Paulo,

Please check this setting:

Default Customers for A/R Invoices and Payments - SAP Help Portal

Hope this helps. If yes, please choose "Accept answer".

Kind regards,

David Andrusko
SAP Business One Support.

[former_member777857]

Thank you, David! Unfortunately, it doesn't apply to our case. The invoice with payment is now set ad only invoice method available in SAP. Ether if I select "Invoice" or "Invoice With payment" is always the same: the payment pop-up will appear.