Sales Invoice Linked from Sales Order

Question

Hello Experts!!
I want to restrict users to enter Sales Invoice Directly. We are using Sales Order But Every One Can Post Invoice Directly.
Please Guide how to restrict them
Thanks,
Vikram

Answer 1

Hi Vikram,
You can restrict Sales Invoice by Putting Transaction Notification.
Please check below Two Transaction Notification. One Transaction Notification for Sales Invoice must be Copied from Sales Order and Second Transaction Notification for Authorized User Can Create Sales Invoice.
-----------NO STAND ALONE A/R INVOICE MUST BE CREATED IN SYSTEM
IF @transaction_type IN ('A','U') AND @object_type = '13'and @error = 0
BEGIN
IF EXISTS (SELECT T0.DocEntry  FROM OINV T0 
INNER JOIN INV1 T1 ON T0.[DocEntry] = T1.[DocEntry]
WHERE T1.[BaseEntry] <> 17
AND T0.DocEntry = @list_of_cols_val_tab_del)
BEGIN
SELECT @Error = 10, @error_message = 'BK - A/R Invoice Document Must be Copied From Sales Order'
END
END
Above Transaction Notification will Block Creation of Sales Invoice if that Invoice is not Created by Sales Order.
-----------A/R INVOICE MUST BE CREATED BY AUTHORIZED PERSON
IF @transaction_type IN ('A','U') AND @object_type = '13'and @error = 0
BEGIN
IF EXISTS (SELECT T0.DocEntry  FROM OINV T0 
INNER JOIN INV1 T1 ON T0.[DocEntry] = T1.[DocEntry]
INNER JOIN OUSR T2 ON T0.[UserSign] = T2.[USERID]
WHERE T0.[UserSign] IN ('1','2')
AND T0.DocEntry = @list_of_cols_val_tab_del)
BEGIN
SELECT @Error = 11, @error_message = 'BK - You are not Authorized Person to Create A/R Invoice Document'
END
END
Second Transaction Notification is for Authorized Person can Create Sales Invoice So in User Sign Please Put User Sign of those Users who are not Authorized to Create Sales Invoice.
Hope this helps
Regards:::::
Atul Chakraborty