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Is there a way to ensure that the cost of goods on a PO that is linked to an SO is passed directly to the SO?

Our client is a trader and generally buys for each customer order although they do keep some stock.  Their traders source the goods and then place the SO and PO and they want to ensure that the price of the goods on the PO is the cost that arrives on the sales invoice.  Is there a way to do this while having stock in the system of the same product which is valued according to Average or Fifo?

 

Thanks

 

HI @jmorgan 

Have you thought about manually changing the price on the SO after the PO is created?

 


What you are after is the following Beta release in 23R1. You would have to open a case to request access to it. It allows you to tag a line on a Sales Order as Special Order this then allows you to set the Cost price on the line which is then passed to the PO line, If you change the PO line cost it updated the sale sorder line unit cost etc. and this cost is used on the shipment/invoice. It tracks the cost using a cost layer similar to Fifo. It is a beta and it does have some limitations etc.

 


What you are after is the following Beta release in 23R1. You would have to open a case to request access to it. It allows you to tag a line on a Sales Order as Special Order this then allows you to set the Cost price on the line which is then passed to the PO line, If you change the PO line cost it updated the sale sorder line unit cost etc. and this cost is used on the shipment/invoice. It tracks the cost using a cost layer similar to Fifo. It is a beta and it does have some limitations etc.

 

@dcomerford 

This is good to know! Thank you!


Hi Kandy,

I should have been clearer, apologies.  I am looking for transferring the cost of the PO (on receipt) to the relates Sales Order shipment and invoice.

That controlled release feature is what I am after.

Thank you Dcomerford

 


Please note that the feature was in beta testing and that customers were not live with this feature in a production environment.  They were testing and providing us with feedback only.


@Dana Moffat Any update on this becoming a feature as i believe it was decided not to proceed with the Beta you were working on and Acumatica were looking at a different solution


Thanks Dermot,

Is there a way to change the status of this post ?

It is not solved.


@jmorgan  No i dont beliieve so if you open a new one i will comment on it


@jmorgan removed best answer


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