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Can you enter an AP Bill to a Service Order without using a PO?

  • 18 July 2024
  • 4 replies
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Hello fellow Acumatica users.  Do you know if it’s possible to enter an AP Bill to a Service Order without using a Purchase Order? Thanks!

4 replies

nhatnghetinh
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Hi @khowe86 

Yes. You can create a Bill without creating a PO.

Please refer to the examples below.

 

 

Best Regards,

NNT

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K
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Thanks for your reply. :) We are using Field Service.  Can an invoice be coded to a  Service Order directly from Accounts Payable? 

aaghaei
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@khowe86 I don’t think it shows up the Service Order mapping field if you directly go to AP Bills and Adjustments screen but if from the Appointments screen Details tab you click on Create AP Bill will allow you to create an AP Bill tied to the Service and will show the Bill Ref Nbr in the Details Line

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
vdiaz
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@khowe86 I don’t think it shows up the Service Order mapping field if you directly go to AP Bills and Adjustments screen but if from the Appointments screen Details tab you click on Create AP Bill will allow you to create an AP Bill tied to the Service and will show the Bill Ref Nbr in the Details Line

@khowe86 Hi!

You can either:

  1. Create the AP Bill from an appointment (or a service order) by clicking on the Create AP Bill button on the Details tab (this action opens the Bills and Adjustments screen, and all the line details you add to the AP Bill will be linked automatically to the appointment). (As @aaghaei suggested in the answer)

     

  2. You can also link an existing link an AP Bill a service order or an appointment by opening the Bills and Adjustments screen, and selecting either appointment or service order on the Related Svc. Doc. Type columns on the Details tab, and then selecting the reference number of the appointment or service order on the Related Svc. Doc. Nbr. column. (make sure that the columns Related Svc. Doc. Type and Related Svc. Doc. Nbr. were added to the Details tab using the Column Configuration).

     

The limitations from this functionality is that you cannot link to an AP Bill a detail that are already exists on the appointment. The system always adds new lines to the appointment (or service order) when the AP Bill is linked to the appointment (or service order).

Valentina

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