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Acumatica 2021R2 Materials Only Sales


dmzasdf
Varsity I
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Hi!

Does Acumatica 2021R2 have an easier method for handling materials only sales without setting up a job and not using the Sales Order module?

Thank you,

Dave Z

Best answer by vkumar

Hi @dmzasdf 

You may confirm the type of item used ( Stock items or Non stock items). If you have SO module, but do not want to create SO documents and create single invoice document for sale. 

If you have SO module with Advance SO invoice option enabled, one can just create an SO invoice document for sale of stock item.

 

 

I don't see an option to sell ‘Stock item’ without having SO module. 

Hope this helps,

Regards,

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5 replies

Kandy Beatty
Captain II
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Hi @dmzasdf 

Have you tried to use the Accounts Receivable module?

You can create an Invoice for items but they would need to be Non-Stock items. Without the Sales Order module, that would be the only way. 


susan47
Freshman III
  • Freshman III
  • 4 replies
  • May 19, 2022

We have not been able to do this without a sales order, but we have set up Project “x” and all sales orders for materials are coded to that project.


dmzasdf
Varsity I
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  • Author
  • Varsity I
  • 59 replies
  • May 24, 2022

Thank you for the ideas. Not a complete solution, but at least some better options and better is what we are going for.


Forum|alt.badge.img+12
  • Acumatica Support Team
  • 866 replies
  • Answer
  • May 24, 2022

Hi @dmzasdf 

You may confirm the type of item used ( Stock items or Non stock items). If you have SO module, but do not want to create SO documents and create single invoice document for sale. 

If you have SO module with Advance SO invoice option enabled, one can just create an SO invoice document for sale of stock item.

 

 

I don't see an option to sell ‘Stock item’ without having SO module. 

Hope this helps,

Regards,


dmzasdf
Varsity I
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  • Author
  • Varsity I
  • 59 replies
  • May 25, 2022
vkumar wrote:

Hi @dmzasdf 

You may confirm the type of item used ( Stock items or Non stock items). If you have SO module, but do not want to create SO documents and create single invoice document for sale. 

If you have SO module with Advance SO invoice option enabled, one can just create an SO invoice document for sale of stock item.

 

 

I don't see an option to sell ‘Stock item’ without having SO module. 

Hope this helps,

Regards,

Thank you, Vijay. Sales Orders is on our roadmap, but too much else going on now to move forward.


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