I had to correct some sales order invoices to remove a non-stock item that was on each of them. Why do the appointments for these go back into run billing? And how do I get rid of those so that they don’t get processed again?
Thanks!
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Can you provide more details about how you are correcting and removing the items form the sales order invoice?
The system is desinged to reopen the appointment if a credit memo is created from the SO invoice and the Add Return Line action is used to add the lines from the original invoice. The idea is that, if an invoice created from Service Managment needs to be corrected, users should follow a specific set of steps to “revert” the invoice, then modify the appointment and bill it again to create a new invoice with the correct information.
This behavior has been modified for 2024r1, so this action won’t be used and a new action called Reverse Service Invoice was implemented. (you can find more details about this on the release notes https://acumatica-builds.s3.amazonaws.com/builds/24.1/ReleaseNotes/AcumaticaERP_2024R1_ReleaseNotes.pdf).
Please review the help about whow to properly correct invoices created from a service order or an appointment. https://help.acumatica.com/(W(107))/Help?ScreenId=ShowWiki&pageid=b37d6e6a-f2a1-4461-ad91-da74aad5ce82
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