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Related Misc Option for Pick Up vs Delivery

There is a new option on the Misc table controlling if related Misc Codes attached to a Model are added if the Invoice is a Pickup versus Delivery.

Set Up​

Select the “Do Not Attach Related Misc when it is a Pickup” checkbox for the related Misc Code.

Related Misc Code Setup

Example​

Create an invoice with a Pick Up date.

Pick Up Date Header

Add a model that has the related misc code STA011189. Because the option “Do Not Attach Related Misc when it is a Pickup” was selected, the related misc code is not added to the invoice detail.

Pick Up Date Detail

When you change the Pick Up Date to Schedule Date and add the same model to the invoice, you will now see the related misc code STA011189 added to the invoice detail.

Schedule Date Header Schedule Date Detail

info

This option will not change the Copy Invoice or Split Invoice functions where a user can change the Invoice from a Pick Up Date to a Delivery Date or vice versa. Once the Misc line has been added to an invoice it will also not change anything on Invoice Detail if the user changes an Invoice from a Pickup Date to a Delivery Date or vice versa.