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Adjusting Unit Price on Sales Order after Shipping but before Invoicing

  • April 17, 2023
  • 8 replies
  • 673 views
K
Semi-Pro II
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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.

 

 

8 replies

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • Answer
  • 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.

 

 

1 Attachments
Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
Laura03
Chris Hackett
K
K
Semi-Pro II
Forum|alt.badge.img+1
  • krausef77
  • Author
  • Semi-Pro II
  • 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.

Chris Hackett
Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • April 18, 2023

Awesome :)  

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

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
Chris Hackett
D
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?

 

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • May 13, 2023

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.

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
D
Jr Varsity II
Forum|alt.badge.img+1
  • dgross
  • Jr Varsity II
  • May 13, 2023

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

1 Attachments
Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Naveen Boga
  • Captain II
  • May 15, 2023

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.

 

 

 

 

 

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
Chris Hackett
xkylewrightx
Varsity III
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  • xkylewrightx
  • Varsity III
  • September 25, 2024

@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

Kyle Wright CSW, Inc. | www.cswgraphics.com
Chris Hackett
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