Support Center

How can I find my custom Invoice form assignments in DBA?

Custom Invoice form filename assignments can be difficult to track down because they can occur against any Sales Order Type or any individual Customer. This knowledge base article helps speed up this investigation.

For the Sales Order Type investigation, go to (Utilities > Database Queries) and copy/paste the following statement into the SQL box:

select JOBTYPE,INVOICETEMP from JOBTYPE where CLASSGROUP = 'Sales Orders' and INVOICETEMP is not null

You can use Ctrl+C to copy and Ctrl+V to paste.  After pasting the above statement into the SQL box, click the OK button. The spreadsheet will populate with data if you have any specific Invoice forms assigned at the Sales Order Type level. If you need to attach the spreadsheet to a support ticket or save it for any other reason then, while the spreadsheet data is still displayed on the screen, click the 'Export to CSV' or 'Export to XLS' button.

After saving the results (if you received any) then the next step is to investigate individual Customers.  For this investigation, go to (Utilities > Database Queries) and copy/paste the following statement into the SQL box:

select CUSTNAME,INVOICETEMP from CUST where INVOICETEMP is not null

After pasting the above statement into the SQL box, click the OK button. The spreadsheet will populate with data if you have any specific Invoice forms assigned at the Customer level. If you need to attach the spreadsheet to a support ticket or save it for any other reason then, while the spreadsheet data is still displayed on the screen, click the 'Export to CSV' or 'Export to XLS' button.