I have an operating system which is where the trigger logic for all service fees resides. Example: New File is authorized, billing policy is selected, billing policy contains the fee amount for that client. This operating system is the “source of truth” and Acumatica is used for client invoicing through the projects module. Operating system creates a “fee voucher” that contains the information needed on the Acumatica project transaction. Is there a way for the nonstock item to provide the debit and credit accounts for the project transaction? I can manually enter them when I create a transaction. Wondering the best way to accomplish this with an API/Integration.
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Project Transactions Debit and Credit Accounts - Assigned by Nonstock items
Best answer by Rakshanda
Hi
As far as I'm aware, Acumatica doesn't support changing the Service Order Type once the service order has been created, especially if related documents such as Appointments already exist. The Service Order Type drives several key behaviors (numbering sequence, billing rules, workflows, posting settings, etc.), so allowing it to change after creation could lead to data inconsistencies.
The standard approach is to cancel or close the existing service order and create a new one with the correct Service Order Type.
If this is a frequent business requirement, it may be possible to implement a customization, but it would need to carefully update all related records (appointments, billing links, workflow states, and references) to maintain data integrity. I haven't come across a standard feature that supports this out of the box.
hope above helps!!
Hi
As far as I'm aware, Acumatica doesn't support changing the Service Order Type once the service order has been created, especially if related documents such as Appointments already exist. The Service Order Type drives several key behaviors (numbering sequence, billing rules, workflows, posting settings, etc.), so allowing it to change after creation could lead to data inconsistencies.
The standard approach is to cancel or close the existing service order and create a new one with the correct Service Order Type.
If this is a frequent business requirement, it may be possible to implement a customization, but it would need to carefully update all related records (appointments, billing links, workflow states, and references) to maintain data integrity. I haven't come across a standard feature that supports this out of the box.
hope above helps!!
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