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
Solved
Acumatica 2021R2 Materials Only Sales
Best answer by vkumar
Hi
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,
+16Hi
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.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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.
Susan Wishon, Controller, WestPro Construction Solutioins Inc
Thank you for the ideas. Not a complete solution, but at least some better options and better is what we are going for.
Hi
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,
VijayKumarU
vkumar wrote:
Hi
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.
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.