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Not able to add SO under Payments

  • 28 September 2023
  • 12 replies
  • 66 views

Userlevel 6
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Hello Community,
I have been trying to record a payment manually under Payments & Applications form but not able to add the Sales Orders. I checked out in other demo instance, but it does allow me to add.

 

Not able to add SO
Able to add SO

Please let me know if there’s anything I am missing out here.

Thanks in advance.

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Best answer by Harshita 3 November 2023, 05:33

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12 replies

Userlevel 7
Badge +17

@Harshita What is the error that you are receiving while adding the SO?

Userlevel 6
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@Harshita What is the error that you are receiving while adding the SO?

No errors. The fields are just inactive.

Userlevel 7
Badge +12

Is the same thing happening for all sales order or only one sales order?

 

Payment date is not greater than sales order date?

Thanks

Userlevel 6
Badge +3

Is the same thing happening for all sales order or only one sales order?

 

Payment date is not greater than sales order date?

Thanks

It’s inactive for all the sales orders, for all the customers. Also the Payment date here is same as that of the sales order.

Userlevel 7
Badge +12

Is the same thing happening for all sales order or only one sales order?

 

Payment date is not greater than sales order date?

Thanks

Is it happening in standard Acumatica, do you have any customizaiton?

Userlevel 6
Badge +3

Is the same thing happening for all sales order or only one sales order?

 

Payment date is not greater than sales order date?

Thanks

Is it happening in standard Acumatica, do you have any customizaiton?

no customizations applied. Both of them are demo instances. I checked in other demo instance, but it allows me to add.

Userlevel 7
Badge +17

Is this issue with this particular Payment or seeing the same behavior for all other payments?

Userlevel 6
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Is this issue with this particular Payment or seeing the same behavior for all other payments?

For all the payments.

Badge +16

Hello,

What Order Types are entered/open for the customer K0000001?  From the Help, it looks like we can apply Payments only to certain order types.

Please look at the Order Type screen for the Order Types that are open for K0000001. Compare the Settings  between the order types in your two demos:

Only Invoice and Debit memo order types can have payment applied.

It may be valuable to compare the Customer Settings, Payment Method settings, AR Preferences between the two demo systems, side-by-side.

Laura

Userlevel 7
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Hi @Harshita were you able to find a solution? Thank you!

Userlevel 6
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Hi @Harshita were you able to find a solution? Thank you!

Hello @Chris Hackett , yes the issue was with the demo instance. Installed a new one and it got working.

Userlevel 3

The other piece that could have affected it, is if the on the financial tab of the SO the branch, payment method, and/or cash account differed from the payment. But glad you got jt going either way. 

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