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Unable to select Customer account when trying to create a Free Text Invoice

Posted on by 20
I have created customers and I want to create a Free Text Invoice
I go to Accounts receivable > Invoices > All free text invoices > select New > but as you can see from the below screen capture, I am unable to select a 'Customer account'
Can someone please help, thank you
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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 3,722 Super User on at
    Unable to select Customer account when trying to create a Free Text Invoice
    Have you submitted a support ticket to Microsoft?  If not, that's the next step.
  • SV-18061727-0 Profile Picture
    SV-18061727-0 20 on at
    Unable to select Customer account when trying to create a Free Text Invoice
    The engineering team checked the code and did not find anything missing
     
    Any other suggestions as to why this is happening. This has now become a major issue for us
     
    Thank you
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 3,722 Super User on at
    Unable to select Customer account when trying to create a Free Text Invoice
    Better check the customization.  It may be missing a security object/assingment.
  • SV-18061727-0 Profile Picture
    SV-18061727-0 20 on at
    Unable to select Customer account when trying to create a Free Text Invoice
    Thank you for your response but I have System Admin privileges and I verified the customer account that I am selecting is not Closed 
  • Suggested answer
    Navneeth Nagrajan Profile Picture
    Navneeth Nagrajan 1,339 on at
    Unable to select Customer account when trying to create a Free Text Invoice
    Hi,

    Check if you have been assigned the following roles, duties and privileges:
    1. Security Role: Accounts Receivable Clerk
    2. Duties: Maintain Customer Invoice Transactions
    3. Privileges: Maintain free text invoice
     
    Also, check if the customer account that you are selecting is not in closed state too. 
     
    Hope this helps.
  • SV-18061727-0 Profile Picture
    SV-18061727-0 20 on at
    Unable to select Customer account when trying to create a Free Text Invoice
    I have System Admin privileges and yes we have customized this Invoice form
     
    Thank you
  • Waed Ayyad Profile Picture
    Waed Ayyad 3,802 on at
    Unable to select Customer account when trying to create a Free Text Invoice
    Hi,
     
    Do you have any custom code on this screen?
     
     
    Thanks,
    Waed Ayyad
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,986 Super User on at
    Unable to select Customer account when trying to create a Free Text Invoice
    Hi,
     
    Can you tell us what permissions you have in the application? What security role is assigned to your user?

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