I’m looking for guidance on a scenario I’m running into with non-stock Sales Orders, and would appreciate any insights or best practice advice.
We are using Sales Orders to manage non-stock items (services / consulting type work). Our requirement is fairly straightforward from a business perspective:
- We create a Sales Order and progressively add lines over time
- We generate invoices from the SO as work is billed
- Occasionally, after an invoice has been released, we need to:
- issue a partial credit, or
- fully credit the invoice and then re-invoice
The challenge is trying to manage both invoices and credit memos against the same Sales Order, while keeping the SO open so we can continue adding lines and invoicing in the future.
What I am seeing so far:
- Using standard SO order types, I can invoice as expected, but there doesn’t seem to be a clean way to issue credit memos from the SO
- Using IN or MO order types allows more flexibility around mixed transactions, however these appear to complete or close the order, which prevents further use of the same SO
- Creating credit memos in AR works from a financial perspective, but this breaks the link back to the SO and means the SO no longer reflects the full lifecycle of billing and adjustments
What I am trying to achieve:
- Ability to issue invoices and credit memos related to the same Sales Order
- Keep the Sales Order open
- Continue adding new lines and billing over time
- Ideally keep a clear relationship between the SO and all related financial documents
Questions:
- Is there a recommended approach to handle this scenario within standard Acumatica functionality?
- Is using AR credit memos the expected pattern for adjustments, even if the SO no longer reflects the full financial picture?
- Has anyone implemented a workaround or alternative design (for example, different order types, workflows, or reporting approaches) that addresses this?
Any guidance, examples, or lessons learned would be greatly appreciated.
Thanks in advance.
