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Inventory on appointment, not on invoice

  • Mar 31, 2025 8:39 PM UTC
  • 4 replies
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I have a service order with an inventory item on an appointment, but the item did not flow through to the invoice.  I am not sure how this could happen.  Any thoughts?

Best answer by JohnMichels

Check the Service Order Type/Generated Billing Document; this cannot be AR Document.  Must be SO Invoice or Sales Order.

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4 replies

vanessaafonso02
Acumatica Employee
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Is there a unit cost on the items and are the lines marked as Billable? 
Is this issue specific to one appointment or affecting multiple appointments? Any recent changes/updates that would affect the functionality? 

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  • Author
  • Jr Varsity III
  • Apr 1, 2025 12:56 PM UTC

Yes, there is a unit cost, and the lines are marked as billable.

Yes, the issue is specific to one appointment.  

No recent changes/updates that I am aware of that would have impacted functionality.  

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Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • Jun 23, 2025 11:23 PM UTC

Hi ​@srengdahl were you able to find a solution? Thank you!

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  • Jr Varsity I
  • Answer
  • Jun 24, 2025 3:18 AM UTC

Check the Service Order Type/Generated Billing Document; this cannot be AR Document.  Must be SO Invoice or Sales Order.

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