Is there a way to directly invoice non-stock items through a Sales Order without creating a shipment?
We have non-stock items that are job specific and need to be on the Sales Order. These non-stock items are not tangible products and do not require shipments.
We would prefer to steer clear from creating fake shipments and invoicing through AR since we would like to have a document that is connected to the specific Sales Order.
Thank you!
+11Hi
When creating Non-Stock Items, uncheck “Require Receipt” & “Require Shipment”
Then, after creating Sales Orders > Choose “Prepare Invoice”
Best Regards,
NNT
This does not calculate sales tax correctly if you are using outside software for Sales Tax like Avalara. Does anyone have another idea how to get around this? I think there should be a box to check next to the Non-stock items added on the invoice that gives the option of it being taxed with the shipment location or not.
This does not calculate sales tax correctly if you are using outside software for Sales Tax like Avalara. Does anyone have another idea how to get around this? I think there should be a box to check next to the Non-stock items added on the invoice that gives the option of it being taxed with the shipment location or not.
You can manually change the tax zone by line item right from the Sales Order - not sure how that all fits in with Avalara though.
You may try enabling the feature Advance SO Invoices.
System Management, Enable/Disable Features. This would be for sales order invoices.
I checked and this is enabled. I think it has more to do with the Avalara connection and it seems Acumatica needs to create something to fix it.
Hi
When creating Non-Stock Items, uncheck “Require Receipt” & “Require Shipment”
Then, after creating Sales Orders > Choose “Prepare Invoice”
Best Regards,
NNT
This would work but not if you use Avalara. I’ve tried.
Hi
When creating Non-Stock Items, uncheck “Require Receipt” & “Require Shipment”
Then, after creating Sales Orders > Choose “Prepare Invoice”
Best Regards,
NNT
We have tried doing this and this works for Sales Orders that have only Non-Stock items present. Most of our SO’s have a mixture of non-stock and stock items and it doesn’t allow us to create an invoice using this.
+11Hi
Please try the following 2 ways:
1/. Use the "QUICK PROCESS" feature on the Sales Order screen
2/. Use the Invoices (Sales Order/Invoices) screen without having to do the "Sales Order" and "Shipment" steps.
Best Regards,
NNT
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