Troubleshooting: Debtor - Couldn't find debtor when creating invoice?

From AutoCount Resource Center
Revision as of 08:01, 8 December 2017 by Keatmeng (talk | contribs) (Protected "Troubleshooting: Debtor - Couldn't find debtor when creating invoice?" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite) [Delete=Allow only administrators] (indefinite)))
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

Question: Why can't I find the particular debtor when creating a new invoice?


Possible Reason:

1. The debtor is inactive

Normally when a debtor is set to "Inactive" for the reason of not allowing further sales to such debtor. To activate it, you may check the checkbox of “Active” in Debtor Maintenance.


Cfdebtor1.png


2. The debtor code is group company

Go to Debtor Maintenance, observe the checkbox of “Group Company” When an account is defined as Group Company it serves the purpose of Control Account, thus not allowed to be invoiced.


Cfdebtor2.png


3. The debtor is created under normal account

To select a debtor code under sales document, you need to create it in Debtor Maintenance (AR Menu). If a debtor account is created using Account Maintenance (GL Menu), it will not appear for selection in sales document.


4. The debtor has been filtered out according to the setting of Filtered by Salesman

You might have set a particular allowed to access to his own customers only. That's why debtors not belonged to this user will not be showed. This feature is available with the module of Filtered by Salesman. The setting is at Tools > Options > apply filter by agent in lookup editor.


By: Mei171124 KM 171128, P171206


Go to menu

IconAcc20.PNG AutoCount Accounting 2.0


IconAcc188.PNG AutoCount Accounting 1.8 / 1.9
Wiki-Payroll.png AutoCount Payroll
Wiki-POS.PNG AutoCount POS
Wiki-AOTG.PNG AutoCount On The Go
Wiki-Accounting-Plugin.png AutoCount Accounting Plug-In Documentations