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Adjusting Unit Price on Sales Order after Shipping but before Invoicing

  • April 17, 2023
  • 9 replies
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Semi-Pro III
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Hi All,

 

We are the option of adjusting the Unit Price for a Sales Order after a Shipment was created and/or completed. In Sales Order status language in the Status of Shipping/Back Order/Complete.

The Invoice won’t be created yet. And the goal is to have the Order and Invoice match up in case of Error on original Price Entry and it going through Approval without being caught.

 

I tried Workflow Adjustments and Graph Extension on the SOOrderEntry Graph but wasn’t able to Enable the Unit Price field. I tried both Cury Unit Price and Unit Price.

 

Any ideas on how to achieve this or is this something that Acumatica just doesn’t allow due to being too risky/invasive?

Best answer by Naveen Boga

Hi @krausef77  It is possible, I just created a new customization package and attached here.

Also, please find the screenshots for reference.

 

When Sales Order is created - Unit Price is 500

 

After Shipment is confirmed, I changed Unit Price to 888

 

 

After Preparing the Invoice, the Unit Price carried from Sales Order to Invoice.

 

 

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9 replies

Naveen Boga
Captain II
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Hi @krausef77  It is possible, I just created a new customization package and attached here.

Also, please find the screenshots for reference.

 

When Sales Order is created - Unit Price is 500

 

After Shipment is confirmed, I changed Unit Price to 888

 

 

After Preparing the Invoice, the Unit Price carried from Sales Order to Invoice.

 

 

Translate
Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
    Semi-Pro III
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    • krausef77
    • Author
    • Semi-Pro III
    • April 18, 2023

    Hi @krausef77  It is possible, I just created a new customization package and attached here.

    Also, please find the screenshots for reference.

     

    When Sales Order is created - Unit Price is 500

     

    After Shipment is confirmed, I changed Unit Price to 888

     

     

    After Preparing the Invoice, the Unit Price carried from Sales Order to Invoice.

     

     

    Thank you so much! I had a condition in my Graph Extension that was relying on the Status rather than just utilizing the combo of Graph Extension and Workflow Engine.

    Translate
      Naveen Boga
      Captain II
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      Awesome :)  

      I’m glad that I helped you with this :) @krausef77 

      Translate
      Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
        Jr Varsity II
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        • dgross
        • Jr Varsity II
        • May 12, 2023

        @Naveen Boga  Hi Naveen, is this customization usable to all?  I tried publishing in my demo instance and it failed, maybe it’s just meant for training/teaching?

         

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        Naveen Boga
        Captain II
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        Hi @dgross  The above issue is related to namespace, where the created DAC is not able to access.

        Please add right namespace to fix this issue.

        OR

        If you can share this package, I can fix this and share it with you.

        Translate
        Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
        Jr Varsity II
        Forum|alt.badge.img+1
        • dgross
        • Jr Varsity II
        • May 13, 2023

        @Naveen Boga OK, here it is...thanks in advance.

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        Naveen Boga
        Captain II
        Forum|alt.badge.img+20

        Hi @dgross  I’m able to publish the package successfully.

        And UNIT PRICE field is gets enabled even for the COMPLETED status. Please find the screenshots for reference.

         

         

         

         

         

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        Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
          xkylewrightx
          Semi-Pro I
          Forum|alt.badge.img+1

          @Naveen Boga Thank you so much for this, it is working for us. I was wondering if there is any way you can help us by adding SOOrder.CustomerOrderNbr to this customization to operate in the same way? Really appreciate your help

          Translate
          Kyle Wright CSW, Inc. | www.cswgraphics.com
            Jr Varsity III
            Forum|alt.badge.img
            • jamest62
            • Jr Varsity III
            • December 18, 2025

            Hi @krausef77  It is possible, I just created a new customization package and attached here.

            Also, please find the screenshots for reference.

             

            When Sales Order is created - Unit Price is 500

             

            After Shipment is confirmed, I changed Unit Price to 888

             

             

            After Preparing the Invoice, the Unit Price carried from Sales Order to Invoice.

             

             

            Is this still the only option available at this time? We need to be able to change the sales price after the drop-ship and before the invoice is created. 

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