@NuwanTharanga62 adding extra item and/or extra actual duration/hour from service into sales order is manual and doesn’t seem to be a streamline process. Ideally, this extras need to transfer over to SO, at least there is an option to do so. Also, what to do with the service order/appointment itself? Leave it closed without billed?The service order is also used for regular service not marked as require appointment via sales order, and this service/appointment needs to go through billing process. So the process you mention suggests some service orders are just closed but others are closed and billed.
When creating service order from a sales order you marked Require Appointment for the inventory item/s and the service (non-stock item) that should perform in order to complete the sale. As per the standard workflow items that marked as Require Appointments will be added to the service order EX : you will create a sales order that includes the inventory item LAPTOP12 and the installation service INST OFC However, sometimes during the appointment, the customer might want to buy some additional inventory items, such as MOUSE (Computer mouse). The assigned employee will be able to add more items to the service order, and the accountant will create separate sales orders and invoices that include the extra items because they were not in the original sales order. In this case there will be two separate sales orders and invoices. Please follow the instructions on V100 Service Management Implementation and Processing 2023 R1 university course’ materials .https://training.acumatica.com/Uni
@kandybeatty49 This is example of my item with sales category, some have 4 categories, some 2, etc but max 4. I want to arrange the categories in GI as column like below, each row is single inventory item with 4 different columns of categories.
Same question. It doesn't seem to be supported.
@dcomerford this is nothing to do with lot/serial nbr. My item does not track that.Order Type I am using is SO with Require Stock Allocation checkbox ticked whereas Require Lot/Serial Entry box is Unticked.The Wiki article I highlighted above refers to the Allocation checkbox not lot/serial. It says allocation is required when order is taken off hold. My question is Doesn’t this mean that allocation should not happen when it’s on hold? I am trying to achieve what my customer want that stock is allocated once entered in order however that stock should not be allocated when order is on hold or on credit hold, only when Open. If a salesperson creates sales order, place it on hold, forget to remove off hold for long period of time or on credit hold, then the stock remains allocated and other sales person cannot sell it.
@kandybeatty49 yes I do check the Require Stock Allocation box and I understand it allocates because of that.I am just questioning if that’s supposed to happen when the status is on hold. If yes, why does the Wiki even have to mention that.
@marilizevanzyl but that’s for lookup dialog, that screenshot I have is not a dialog.
@PatrickSchlenker90 if we use Pick, Pack, and Ship form in Acumatica from browser, yes we can do ship mode. But if you use app version from the handheld device, I can’t see SHIP mode. And if I type @ship, it’s not a valid command.
@marilizevanzyl Unfortunately I couldn’t find one.
Found the answer.Just need to add the UOM of the box in barcode cross reference, and specify the conversion.
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.