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.