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Cannot add Sales Orders through “Add Order” option after adding Sales order lines through “Add SO Line”

  • July 16, 2025
  • 4 replies
  • 80 views
M
Jr Varsity II
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Hi,

I tried to create a Sales Invoice by adding sales orders with shipments as well as without shipments.

Initialy I added sales orders without shipment through “Add SO Line” action icon in the Invoice and Then I tried to add Sales Orders with shipments through “Add Order” action. Howver, once I click the Add order action the popped up window didn’t show any sales orders. But if I added “Add orders” first and “SO Line: secondly, it has the ability to add both. What could be the possible reason for this.

Thanks!

Best answer by DipakNilkanth

Hi ​@MWijesuriya43 

When you create a Sales Invoice from “Add SO Line”, you're telling the system to generate the invoice directly from the sales order line (bypassing shipment).

As soon as this happens:

  • The invoice becomes an order-based invoice

  • This locks out shipment-based billing mode

  • So the “Add Order” popup (which pulls unbilled shipments) shows no data because the current invoice can no longer accept shipment-based lines.

    Hope, it helps!

Mike Bradshaw

4 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • July 16, 2025

Hi ​@MWijesuriya43 

As I think. "ADD ORDER" means Sales Order has performed the Shipment step > So you need to perform the Shipment step, then when you click on "ADD ORDER" the data will be displayed.

 

Best Regards,

NNT

 

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Chris Hackett
M
Jr Varsity II
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  • MWijesuriya43
  • Author
  • Jr Varsity II
  • July 16, 2025

Hi ​@nhatnghetinh ,

The shipment has been already completed. My concern is I had sales orders with shipments and without sgipments such as Sales Orders with service items.therefore, Sales Orders with non stock items has to be added to the Invoice through add SO line option. Similary, Sales Orders with completed shipments has to be added through “Add Order” option. My concern is, once I added sales orders through Add SO Line, I cannot add other Sales Orders through Add Orders.

 

nhatnghetinh
DipakNilkanth
Pro III
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  • DipakNilkanth
  • Pro III
  • Answer
  • July 16, 2025

Hi ​@MWijesuriya43 

When you create a Sales Invoice from “Add SO Line”, you're telling the system to generate the invoice directly from the sales order line (bypassing shipment).

As soon as this happens:

  • The invoice becomes an order-based invoice

  • This locks out shipment-based billing mode

  • So the “Add Order” popup (which pulls unbilled shipments) shows no data because the current invoice can no longer accept shipment-based lines.

    Hope, it helps!

Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
Chris Hackett
M
Jr Varsity II
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  • MWijesuriya43
  • Author
  • Jr Varsity II
  • July 16, 2025

Hi ​@Nilkanth Dipak ,

Thanks for the response. It means, if we required to add both Orders with shipments and SO Lines we have to add the Orders prior to add SO Line. 

 

Thanks!

Chris Hackett
DipakNilkanth
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