Acumatica Invoice Customization: Printing Lot Numbers and Expiry Dates
This video explores a common challenge business face when using Acumatica’s invoice template: the need to add crucial information, like lot numbers and expiry dates for medical supplies, which aren’t included by default.
Challenges
Compliance Issues: For industries like medical supplies, printing lot numbers and expiry dates on invoices is not just best practice, it’s a compliance requirement. Failure to do so can result in severe consequences, including:
Heavy fines
Loss of customer trust
Safety risks due to expired products
Acumatica’s Standard Invoice Template Limitations: The standard invoice template in Acumatica lacks the functionality to include this critical data. Directly adding the information to the main invoice can make it cluttered and difficult to read.
Solution and Benefits: Sub reports for Accurate and Compliant Invoices
The solution lies in leveraging Acumatica’s flexibility through a clever use of sub reports.
What is a sub report? It’s a smaller report that sits within the main report. In this case, it pulls the lot numbers and expiry dates for each item on the invoice.
How it works:
The sub report is linked to the main invoice using a parent-child relationship in Acumatica’s report designer.
When the invoice is printed, the sub report automatically runs, fetching the latest data from Acumatica’s inventory table, guaranteeing accuracy.
Benefits:
Compliance: Ensures all necessary information is included on invoices, meeting regulatory requirements.
Accuracy: Eliminates the risk of errors from manual data entry, keeping information up to date.
Clarity: Keeps the main invoice clean and readable for the customer while providing comprehensive details in the sub report.
Flexibility: The sub report adapts to the number of lots linked to each item, preventing clutter even with multiple lot numbers.
This solution highlights Acumatica’s adaptability beyond its out-of-the-box features. With tools like custom fields, business events, and complex reports, businesses can tailor the platform to their specific needs. This approach underscores the power of understanding and creatively using Acumatica’s existing features to overcome challenges. For businesses facing similar hurdles, the Acumatica community and experienced consultants like Balaji from Tayana Solutions offer valuable resources and expertise. They can help you:
Implement and support various ERP solutions
Tackle unique scenarios with reports, generic inquiries, business events, security, import-export scenarios, and Power BI
Speed up and optimize processes, quickly resolve support cases, and aid onsite consultants
Contact Tayana Solutions at 678-910-2774 to explore how they can assist your business.