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.
Service Order invoicing vs Sales Order invoicing
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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