Configuration

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The Recurring Invoice contains a configuration that allows you to set the default settings of the invoice wizard. The configuration is located in Administration > Add-ons > B1 Usability Package > Module Configuration.

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Here you have the following options:

Option

Description

Open document printing after invoicing

Determine if it is default to open document printing after running the recurring invoice wizard

Save as Draft

Determine if it is default to save recurring invoices as drafts.

Alternative Invoice date

If you wish to use the alternative invoice date system (described below)

Open in find mode

here you can choose to open the invoice template form in find mode

Start in name field

if 'open in find mode' is active.

You can choose to to start with focus in the customer name field instead of the customer no. field

 

NB: only has effect of open in find mode is active

Update Options

These checkboxes determine what should be update when a line is marked as an update-line. As default all are checked but you can uncheck the option you don’t want to update (Example: If you wish to use the dynamic syntax of Line descriptions you might wish to uncheck automatic updates of the line description)

NB: PLEASE NOTE THAT THIS ONLY AFFECT THE LINES MARK FOR UPDATE (SEE ABOVE)