Adding a Permanent Item to the AR Invoices

[Former Member]

Hello experts,

We have a client that would like to add an item so that it appears on every AR Invoice, while giving them the option to include or exclude the item by changing or zeroing out the quantity. This item should be included on most of their invoices, yet tends to be overlooked when creating the invoices. For example, the client charges for pallets and most of their customers receive items on their pallets. How can I add the item to the invoice so that they can charge for this, or change the quantity to zero if they don't need to include that item.

Thanks in advance for your suggestions.

Rita Erickson

[kothandaraman_nagarajan]

Hi,

Please use below FMS to add default item while adding AR invoice.

SELECT 'A00001' FROM OINV T0 WHERE $[OINV.cardcode] = 'C20000'

Change required item and customer code in above query.

Thanks

[former_member563001]

Hi Rita,

Try to create the item as BoM with BoM type "Sales" or BoM type "template".

Kind and Regard,

Bui Hang

[julie_jamieson2]

The B1UP add on has the capability to do this for you

[former_member184146]

Hi,

if it is a must item on every Invoice , you can use an validation if the item is not there with an additional UDF Missing Pallet Yes/No , so every time when the user creates the invoice, system will prompt that the Pallets are missing if they forget to select that item.

--Manish

[K_Pauquet]

Hi Rita Erickson,

have you considered to work with Freight? You can define different freight types & how they are calculated.

All the best,

Kerstin

[former_member418241]

Hi Rita,  Adding an item automatically on to A/R Invoice creation need to be achieved with development/customization.  As far as I know there is no such provision in B1 to add an item automatically every time you generate the invoice.  Adding manually and then making the price to zero is the answer unless you dont want any customization.

[Former Member]

Dear Rita

Can you create service item (non inventory item) for charging?

or can you give screen capture for further information?

Regards

Edmund