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Service Order invoicing vs Sales Order invoicing

  • 14 February 2022
  • 7 replies
  • 642 views

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I’ve noticed that invoicing sales orders removes inventory (creates an inventory issue and releases it), but invoicing service orders only creates the inventory issue and does not release it.  So the invoice dr debtors, cr stock sales, but the other half of the transaction (dr cost of stock sales, cr inventory) hasn’t happened.  Is there a reason for this inconsistency or is it a setup issue?  I really feel that users who are invoicing shouldn’t need to release the inventory issue manually, it’s an unnecessary extra step.

Best answer by Laura02

I wonder if the Service Order Type comes into play. Look at Billing Settings section of General tab of Service Order Types screen.  What kind of Billing Document is the particular order type creating?  What kind of order is used for allocation? I expect the Sales Order Preference setting for whether to auto-release inventory batches comes into play only when the service order type is generating Sales Order billing documents. For example, if the Service Order creates AR billing documents, would Acumatica still follow Sales Order Preferences settings when deciding whether to auto-release related inventory transactions?

I don’t see similar auto-release inventory options in AR. Maybe you’ll want to schedule the IN release transactions process, vs. asking employees to release.  Good luck!

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7 replies

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  • Acumatica Support Team
  • 785 replies
  • February 14, 2022

Hi @MarciaW 

What is the process followed to create an invoice/complete service order? Is invoice generated from an appointment or Service order?

I tried generating an invoice from Service order appointment with stock item, it did generate an Inventory document and release it. 

Following SO preference setting should apply for IN documents generated.

I can test further based on your response. 
Regards,


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  • Author
  • Varsity I
  • 67 replies
  • February 15, 2022

Thanks so much Vijay this is helpful.  We are invoicing from the service order.


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  • Author
  • Varsity I
  • 67 replies
  • February 15, 2022
vkumar wrote:

Hi @MarciaW 

What is the process followed to create an invoice/complete service order? Is invoice generated from an appointment or Service order?

I tried generating an invoice from Service order appointment with stock item, it did generate an Inventory document and release it. 

Following SO preference setting should apply for IN documents generated.

I can test further based on your response. 
Regards,

We do have this setting checked.


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • February 15, 2022

I wonder if the Service Order Type comes into play. Look at Billing Settings section of General tab of Service Order Types screen.  What kind of Billing Document is the particular order type creating?  What kind of order is used for allocation? I expect the Sales Order Preference setting for whether to auto-release inventory batches comes into play only when the service order type is generating Sales Order billing documents. For example, if the Service Order creates AR billing documents, would Acumatica still follow Sales Order Preferences settings when deciding whether to auto-release related inventory transactions?

I don’t see similar auto-release inventory options in AR. Maybe you’ll want to schedule the IN release transactions process, vs. asking employees to release.  Good luck!


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  • Author
  • Varsity I
  • 67 replies
  • February 16, 2022

Thanks laura01, this is useful and you’ve also given me an idea.  Maybe another place to look is business events, something like that.  I haven’t looked into that very much yet.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2640 replies
  • March 7, 2022

Hi @MarciaW were you able to find a solution for this? Thank you!


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  • Author
  • Varsity I
  • 67 replies
  • March 23, 2022
Chris Hackett wrote:

Hi @MarciaW were you able to find a solution for this? Thank you!

Still no luck unfortunately.  We are billing service orders through sales orders, I’ve checked everything that Laura suggested, but all looks in order.  All our settings look right!

I’m wondering if this is inherent in the design, or are other people overcoming it somehow?

 


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