I have started testing Auto Invoicing and the process worked well when I selected shipped on customer shipment entry. At that time I had hoped that the process would run for invoicing:
If Customer.Processing_c = SPS then EDI file is created
IF customer.Processing_c = e-mail then invoice is sent via e-mail
IF customer.Processing_c =1-EDI EDI file is sent via json to 1 EDI Source
If customer.process_c = Manual than the invoice is printed at a printer in the accounting department
That is not occuring. These are all report styles and what I am thinking and not sure where to place it is the logic to include on the auto invoice step. Thoughts on this please?
I have not tried Auto-Invoice, but you may need to define the Routing and Breaking on the Report Style. You define how you want the report routed when it is printed, and can design the workflow to distribute internally and to Customer Email address etc.
Enable Routing and Breaking rules and define the workflow.
As far as I know APR will handle the emailing only and from AR Entry mass print. I would do the rest as a scheduled Ubaq or function for the EDI and manual for the paper.
Thank you both @gpayne and @visionaire.
I think this will work on a method directive and based upon the value on the customer record for the report style. I will advise how it goes.
