Skip to main content

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.

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

 

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.

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

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved