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Is there a setting to partially invoice a Sales Order or Shipment?

  • 25 August 2023
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Userlevel 3
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Hi all,

As the title says, I was wondering if there was a setting that would allow me to partially invoice a shipment. In this scenario, the customer wants 2 separate invoices for the taxable and non taxable items which were all send out on a single shipment. When I try to remove lines, it returns an error saying ‘SO Error: Sales Order/Shipment cannot be invoiced partially.’ 

Thanks!

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Best answer by dcomerford 25 August 2023, 17:51

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Userlevel 7
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Its a limitation but if youu have not Updated the IN on the Shipment then use the Correct the Shipment, then delete it and then redo a seperate shipment for each one so you can invoice them seperately.

Userlevel 5
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@aidenwills15 - this is currently not possible. I will recommend, as @dcomerford already mentioned, to split them in two shipments, to invoice them followed seperatly. 

Userlevel 7
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Hi @aidenwills15 ,

Upcoming in 2023R2, Acumatica ERP 2023 R2 introduces the ability to create a separate sales invoice for a sales order line with a nonstock item that does not require shipment—that is, a non-stock item for which the Require Shipment check box is cleared on the Non-Stock Items (IN202000) form.

 To find out more about this feature, i attach the link below to the release notes: Inventory and Order Management: Invoices for Non-Stock Items Not Requiring Shipment

 

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