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Acumatica 2021R2 Materials Only Sales


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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

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Best answer by vkumar 24 May 2022, 05:16

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Userlevel 7
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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. 

Userlevel 2

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.

Userlevel 4
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Thank you for the ideas. Not a complete solution, but at least some better options and better is what we are going for.

Userlevel 7
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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,

Userlevel 4
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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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