Hi @MComan62 

We ask customers to prepay for inventory items but not freight or tariffs. 

=> You create Prepayment to collect advance payment for sales.

Is there a way to include shipping on the Sales Order but not force the customer to pay for it till after delivery?

=> You create a Non-Stock Item "Freight charges" 

In the Non-stock Item screen => You check “Require Receipt” & “Require Shipment”

=> In Sales Order, you add this Non-Stock Item to collect freight charges.

Best Regards,

NNT

We tried the using this method but it does not work.  What other setting could be causing freight to require the prepayment?

The prepayment percentage is set based on the credit terms and there’s nothing that I’ve seen at other levels (i.e. Item, Order Type, etc.) that affects it.  The only way to change the prepayment amount is to use the “override prepayment” checkbox on the financial tab of the Sales Order and manually change it.  

Whether you use a non-stock item for freight or use the freight options on the “Totals” tab, the system wants to include that amount in the prepayment calculation.

Hello! I just made an idea about this as we are another business who decides to not charge the customer any freight charges or tariffs on the down payment of a Sales Order. 

For some time, we took the route of overriding and changing the prepayment amount within the order itself, but then it messes up the percentage value on the custom form we made for the Pro-Forma Invoice. For instance, one of our terms requests for a 50% prepayment, but it calculates it as 50% of the Order Total (Detail Total + Tax + Freight). By overriding the prepayment amount to half the Detail Total, it alters the prepayment percentage and then our Pro-Forma reflects a value that is <50%.

Strictly changing the form wouldn’t work either as if we rework the form to calculate only the Detail Total * Prepayment Percentage then the prepayment requirement would not be satisfied on the Sales Order since the customer is technically paying less than Acumatica’s calculation.

Please upvote this post and add use cases in the replies!