2 results found
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Allow opening Invoices for any partner when admin or internal employee
Allow users without partners to open invoices like they can with orders. Currently you can not search by payer unless the 'soldto' in the partner bar matches the payer soldto.
3 votesReleased in the 3.5.0 release on August 22, 2023.
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Propose payer numbers on the invoice search based on the selected soldto
Given that I have chosen a soldto or shipto in the CSR bar as a CSR, I want to easily view invoices for the payer(s) of this customer.
Currently, the Search for Invoice page does not default the payer.
This is a problem because we do not always know the payer for a soldto. Even using the search-by-name popup may not bring me the correct payer.
In many cases, it is the same number as the soldto. Even in this case, it is annoying to have to type in this 10 digit number.Once a customer number has been entered…
1 vote
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