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I am looking to implement Late Costs - costs that come in and need to be charged against a sales order often after the SO is completely closed out. Some examples of Late Costs would be Use Tax, an incoming freight charge, storage fees, credit card charges that are incurred in the field and not realized until after the SO is closed, and if we have a vendor bill that we want to reflect some or all its value to a Sales Order or specific sales order lines but the sales order line for it may already be closed (invoiced)

Attached is a document that outlines the overview. 

Have you done this or know somewhere it has been implemented successfully? 

 

 @gcallaghan Additional details can be added to a completed sales order by using the “Reopen Order” action. After reopening the order, the additional details can be added and then, the user can use ”Complete Order” Option to completed again.

Screenshot showing the Reopen Order option.



Screenshot showing the Complete Order Option

 

@gcallaghan Kindly review and let us know for any clarifications.

Hello,

Are your late costs directly related to Stock Items?  If yes, please consider using Landed Cost features to record Freight, Tax, Storage Fees and other expenses.

When an item has been sold and removed from inventory before the Landed Cost is entered, Landed cost posts to an expense account in GL.  Acumatica will update costs/margins on Sales Orders after the fact; you can confirm with a quick test in your test environment.  

 

Laura

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