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Creating a purchase order from a sales order after it is invoiced


We have a situation where purchase orders have to be generated based on sales orders, however the purchase order cannot be made until after the sales order has been invoiced.  Only after the invoice has been generated and sent to the client is the purchase order made.  This means that we need to sell the item before it is received.  However if you mark for PO a line in the sales order, you cannot invoice that sales order line until the purchase order has been received.

 

I am wondering if anyone in the community has run into this before.   Any suggestions on how to generate purchase orders from invoiced sales orders without having to create the purchase orders manually.

Thank you.

Best answer by Laura02

Hello,

One idea that might work is changing the label on the Acumatica printed Sales Order document to read “Invoice”. Your customer will receive an “Invoice” and yet will be paying based on an Acumatica Sales Order.  The customer’s Prepayment may then be attached to the Sales Order, and then the Purchase Order can be created from the Sales Order.

 

Laura

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3 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • August 6, 2024

Hello,

One idea that might work is changing the label on the Acumatica printed Sales Order document to read “Invoice”. Your customer will receive an “Invoice” and yet will be paying based on an Acumatica Sales Order.  The customer’s Prepayment may then be attached to the Sales Order, and then the Purchase Order can be created from the Sales Order.

 

Laura


debbiereed72
Jr Varsity III
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  • Jr Varsity III
  • 88 replies
  • August 7, 2024

I was going to suggest the same thing as Laura.


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  • Captain II
  • 292 replies
  • August 8, 2024

Hi @DFlacks 

 

If the item is a non-stock item, you can untick the Require Receipt/Shipment boxes:

This way you can invoice the goods before they are receipted.

If this is crucial, and doesn’t happen with many items I suggest giving this method a try, however, @Laura02’s idea is great!

 

Aleks 


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