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!
Hi
I believe there is a check box (Require Shipment) when setting up an item that will either require or eliminate the need for the shipment. On the Acumatica Open University site there is a free end user course under Inventory and Order Management Basic Operations with Stock, Non-stock and service items that will briefly outline the workflow.
Hi
I believe there is a check box (Require Shipment) when setting up an item that will either require or eliminate the need for the shipment. On the Acumatica Open University site there is a free end user course under Inventory and Order Management Basic Operations with Stock, Non-stock and service items that will briefly outline the workflow.
Hello, yes we are aware of the checkbox for determining the need for a shipment. I am concerned more with the possibility of invoicing these non-stock items that do not require a shipment directly through the sales order.
Thank you!
+16
Hi
Here is what you need to uncheck on the Non-Stock Item:
Require Shipment A check box that indicates (if cleared) that a user can prepare an invoice for the sales order that includes such non-stock item without creating a shipment. The value of the Open Quantity box for this non-stock item is always zero.
If selected, this check box indicates the following:
The system creates a shipment for the sales order related to this non-stock item.
The account selected according to the sales account settings specified on the General tab of the Posting Classes (IN206000) form is used as an income account for transactions related to the non-stock item.
Are these items going to be on sales orders alone or with Stock items?
If they are sold alone, you could create an order type for these items alone and on the Order Type, you can remove the Process Shipment:
Hi
Here is what you need to uncheck on the Non-Stock Item:
Require Shipment A check box that indicates (if cleared) that a user can prepare an invoice for the sales order that includes such non-stock item without creating a shipment. The value of the Open Quantity box for this non-stock item is always zero.
If selected, this check box indicates the following:
The system creates a shipment for the sales order related to this non-stock item.
The account selected according to the sales account settings specified on the General tab of the Posting Classes (IN206000) form is used as an income account for transactions related to the non-stock item.
Are these items going to be on sales orders alone or with Stock items?
If they are sold alone, you could create an order type for these items alone and on the Order Type, you can remove the Process Shipment:
Hi Kandy! Thank you for the informative response! Yes all these items are have the Require Shipment box unchecked.
They are typically on sales orders with stock items. When we have a sales order we will typically invoice for intangible things such as an engineering review that is garnered towards the specific job’s circumstances and specs.
Thank you!
+16
Hi
Unchecking the Require Shipment will allow you to avoid shipping those items. That should be the only thing you need to do.
Have you processed a Non-Stock item with the Require Shipment unchecked yet on an order with a Stock item? If so, what is your outcome?
Hi
Unchecking the Require Shipment will allow you to avoid shipping those items. That should be the only thing you need to do.
Have you processed a Non-Stock item with the Require Shipment unchecked yet on an order with a Stock item? If so, what is your outcome?
I understand that it will avoid shipping these items, all good on that one! We have done so in the past however we ran into these situations:
These situations are not necessarily what we are looking for as we would want to have the capability to create an SO Invoice for the non-stock item that references the SO without having to create a shipment. The third situation listed above also doesn’t work as we generally will invoice for certain intangible things before we reach the manufacturing stage of our products.
Hi
Hi
Hi Chris, no we were not able to find a solution for this. We instead created a fake shipment for the intangible, more service related items that we provide.
Thank you!
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