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Automatically create Equipment record prior to invoice release


rwhetsell77
Freshman II
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Use Case:

Client sells equipment that requires inspection and setup, then an appointment for delivery and installation. Client will be invoiced following the completion of the delivery and installation.

Acumatica does NOT automatically create the equipment record until the invoice is released (unless we are missing something), so the equipment can’t be noted on the service order or the appointment. So essentially they can’t indicate the equipment on either of those records until the sales invoice is released, which would be after the delivery and installation.

We are trying to avoid the step of manually creating the equipment record. Our hope is we are missing something in the process as this seems like a normal situation with lots of equipment.

Best answer by DavidEichner

Hi Robert,

Understood.  Your options at this point are to customize Acumatica or submit a Product Idea and ask others to vote for it.  The product idea would be an ask for Acumatica to allow creating the equipment from a sales order or from a service order prior to releasing the sales invoice.

Best,

David

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3 replies

DavidEichner
Captain II
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  • Captain II
  • 373 replies
  • September 26, 2024

Acumatica expects you to create a sales order for the sale of the equipment with an extra line for the INSTALL nonstock item that is marked for appointment to be created.  You can generate the invoice for the equipment and the installation and then run the Create Service Order for scheduling the appointment.

Best,

David

 


rwhetsell77
Freshman II
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  • Author
  • Freshman II
  • 39 replies
  • September 29, 2024
DavidEichner wrote:

Acumatica expects you to create a sales order for the sale of the equipment with an extra line for the INSTALL nonstock item that is marked for appointment to be created.  You can generate the invoice for the equipment and the installation and then run the Create Service Order for scheduling the appointment.

Best,

David

 

This is exactly what we are trying to get around. They do not generate the invoice until equipment is delivered/installed, and they do work to the equipment that needs to be logged against the equipment before it goes to the client.


DavidEichner
Captain II
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  • Captain II
  • 373 replies
  • Answer
  • September 29, 2024

Hi Robert,

Understood.  Your options at this point are to customize Acumatica or submit a Product Idea and ask others to vote for it.  The product idea would be an ask for Acumatica to allow creating the equipment from a sales order or from a service order prior to releasing the sales invoice.

Best,

David


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