Overriding Email for Customer Statements in Acumatica
This video provides a solution for businesses facing challenges with timely bill creation upon receiving goods.
Challenges
High Volume of Goods Receipts: Businesses often handle a large volume of goods received from suppliers, making manual bill creation time-consuming and prone to errors.
Solution
- Enable “Create Bill on Receipt Release”: Acumatica’s “Purchase Order Preferences” offers a checkbox labeled “Create Bill on Receipt Release.”
- Automated Bill Generation: Once this checkbox is enabled, the system automatically generates an AP bill when a purchase receipt is saved and released.
Advantages
- Efficiency: Automating bill creation saves significant time and effort for the procurement department, allowing them to focus on other tasks.
- Accuracy: Eliminates manual errors associated with data entry, ensuring accurate and timely billing.
- Improved Supplier Relations: Prompt bill generation leads to timely payments, fostering positive relationships with suppliers.
Please note that while the source mentions the solution being suitable for a client with a “huge volume of goods received,” the specific volume threshold is not defined. Additionally, the source doesn’t specify if this solution is available across all Acumatica editions. For detailed information on Acumatica editions and their capabilities, refer to Tayana Solutions, an Acumatica partner with expertise in various scenarios and editions. You can reach them at 6789102774.