We have an issue with the "To Be Printed" flag cha...
# general
j
We have an issue with the "To Be Printed" flag changing on an invoice. Our billing clerk will create a bunch of invoices from Sales Orders. She does these one by one in order to verify that the paperwork matches the SO. Once she's done creating all of the invoices, she goes to the Transactions > Management > Print Checks and Forms, selects Invoices, then prints all of the invoices to a single PDF that gets sent to our mailing processor. The problem occurs when someone goes to one of those new invoices and hits the "Print" button before she prints them to the PDF. The person printing the invoice doesn't realize that she hasn't printed it yet, and it changes the flag to False. Those invoices never get mailed and we have AR issues. Any idea how to prevent users from printing invoices until our billing clerk prints them?
c
double check which actions are available..perhaps removing it as an option is available
just verified...you can hide that button by unchecking the SHOW checkbox on the form
k
Probably workflow it. Return user error on record load if that box is checked
j
Ideally, we'd hide the button on the Invoice form until the flag is set to False. Our billing clerk doesn't print from that screen, so it wouldn't affect her. I've never tried controlling the appearance of a button on a form using a workflow. Any idea if that's possible?
c
Here is a decent trick...can you use a custom form that hides that Print Option and after the print execution switch to another form which allows it to be shown? Sometimes NetSuite actions dont always trigger things they way you hope so you might have to run it as a saved search for the criteria
k
If you switch the print button to "button" instead of "menu" on the form, then you can hide it via workflow
You'll also want to suppress save & print as an option as well
I'm not a big fan of changing form via workflow - it's choppy and waits to occur when you are loading the record
j
@KevinJ of Kansas Thanks! I'll try this out.
@KevinJ of Kansas Your idea worked out perfectly. Thanks for the tip on the menu vs button setting. The workflow was super easy once that change was made. I was able to set a condition by role as well, so our Billing folks still have access to the Print button for manual prints.
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