Hi @MarciaW What is the process followed to create an invoice/complete service order? Is invoice generated from an appointment or Service order? I tried generating an invoice from Service order appointment with stock item, it did generate an Inventory document and release it. Following SO preference setting should apply for IN documents generated. I can test further based on your response. Regards, We do have this setting checked.
Thanks so much Vijay this is helpful. We are invoicing from the service order.
Hi @MarciaW You may also post this requirement on our ideas page as a feature request. (https://community.acumatica.com/ideas). Regards, How do I get access to do that?
Hi @MarciaW You may also post this requirement on our ideas page as a feature request. (https://community.acumatica.com/ideas). Regards, Thank you!!! I will do that.
Thanks - that’s surprising and a bit disappointing. It creates a real gap in the control over purchases for this to be the standard system setup.
Just an update to say Acumatica has sent us a fix, must be a known bug.
Thanks so much for your response! Yes a PO was created by mistake and the lines from the PO were removed, the PO was subsequently closed (empty). Since an appointment has already been created, the line can be removed from the appointment, but we can’t delete the line from the service order, it doesn’t allow it. Do we need to empty the whole appointment of all it’s lines maybe? I’m not sure how to get the option back to delete lines from the service order?
Thank you so much, this is super helpful, I’ve been getting all caught up in the percentages and not taking much notice of the dropbox showing “Accept but warn”
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