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Adjusting Unit Price on Sales Order after Shipping but before Invoicing

  • 17 April 2023
  • 7 replies
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K
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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?

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Best answer by Naveen Boga 18 April 2023, 06:12

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Naveen Boga
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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.

 

 

1 Attachment
Naveen B
K
Rank
Userlevel 5
Badge +1

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.

Naveen Boga
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Userlevel 7
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Awesome :)  

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

Naveen B
D
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@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
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Userlevel 7
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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.

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

1 Attachment
Naveen Boga
Rank
Userlevel 7
Badge +17

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

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