Sales Order Type to bypass "Prepare Invoice"

Hi ​@BarbaraPietersen23 

You have a couple of options on hand. 

1. You can just create an IN order type. This way you do not need an explicit Shipment process. Just preparing and releasing the invoice should help you to close the Invoice and account for the inventory also.  
2. You can create the Sales Order but execute the Quick Process action. This way the Shipments are confirmed, but at the same time the Invoice is also prepared and released in the same action 
3. Just create a TR or transfer type order.  This will help you to account for the inventory being moved and not having to Prepare or Release invoices.    

Let me know if this helps. 

Regards

Sai  

Hi ​@BarbaraPietersen23 

Because you want to skip the "Prepare Invoice" for exhibition purposes, you can do "Issue" and create a "Reason Code" for your usage purposes.

Best Regards,

NNT

Hi All

Thanks for the suggestions. I will approach the client and see what will work for them. The issue is that I don’t want to create an invoice at all but I do want to complete the Shipment.

Transfer won’t work because then the stock will just sit in a different location.

Issue with Reason Code might work - I’ll check.

Regards

Barbara

Hi ​@BarbaraPietersen23

Yes, there is a way to handle this scenario in Acumatica. Since your customer creates an internal sales order to move stock for exhibition purposes, and they do not want to generate an invoice but still need to move stock, you can achieve this by customizing the workflow.

Use a Non-Invoicing Sales Order Type

• Create or modify a Sales Order Type specifically for internal stock transfers.

• Go to Configuration > Order Management > Sales Order Types and configure a type with the following settings:

  • Behavior: Set it to Transfer Order or Internal Order (depending on their needs).

  • AR Invoice Action: Set to None (this prevents the system from expecting an invoice).

  • Hold Documents: Ensure this is unchecked to avoid unnecessary holds.

  • Require Shipment: Enable this option so stock movement is properly tracked.

2. Automatically Complete Shipments Without Invoicing

• In the Workflow, allow shipments to be Completed without requiring the Prepare Invoice step:

  1. Go to Configuration > Order Management > Shipping Settings.

  2. Ensure that the workflow allows shipments to move to the Completed status even without creating an invoice.

3. Use Inventory Transfer Instead of Sales Order (Alternative Solution)

• If invoicing is never needed for these transactions, consider using an Inventory Transfer transaction instead of a Sales Order:

  • Go to Inventory > Transactions > Transfer.

  • Create an inventory transfer to move the stock from one warehouse/location to another.

  • This avoids creating unnecessary Sales Orders and simplifies the process.

4. Mark the Sales Order as Completed

• If the customer insists on using the Sales Order workflow but doesn't want to generate invoices:

  • Configure the Order Completion Behavior for the specific Sales Order Type to allow the order to be marked as Completed after the shipment is confirmed.

  • This ensures the shipments are no longer stuck in the "Confirmed" status.

5. Customization Options (if needed)

• If the standard settings do not fully address the requirement, a custom automation step can be implemented:

  • Create a customization to bypass the "Prepare Invoice" step specifically for shipments linked to the internal Sales Order Type.

  • This can automatically mark the shipment as Completed once the stock is moved.

6. Summary: Recommended Workflow

• Create an Internal Sales Order Type or use Inventory Transfers for these movements.

• Configure the system to allow shipment completion without requiring invoicing.

• Test the process to ensure that the stock is properly updated and tracked without the need for invoices.

This approach ensures that stock movement for exhibitions is properly handled while avoiding unnecessary invoice generation.