Sales Orders | Ideas for Acumatica

Process invoices and memos screen for capture cc should show the amount being captured

When we are invoicing, we sometimes have orders where a credit memo has already been applied. When we get to the process invoices and memos screen and choose capture cc, we only see the total of the invoice and not the amount that is actually bein...

Created 22 Sep 16:44 by Theresa King

Sales Orders

0

103 Vote

SO Proforma Invoice

Need the ability to create Proforma invoice in the Distribution sales order module, maybe a new order type that allows for a proforma invoice to be created and when the actual invoice is created after shipment it will retain the proforma invoice n...

Created 31 Jan 22:50 by Nick Heuer

Sales Orders / Accounts Receivable

11 Gathering Feedback

13 Vote

SOOrderKvExt ValueString length is 256. Let's increase that considerably for links and other values that will exceed that length.

Add UDFs to SOOrder screen is a great way to enhance the screen capabilities without customization. Restricting this field makes the purpose of UDF unusable.

Created 17 Mar 16:01 by Paul McCormack

Sales Orders

0

1 Vote

Allow the manual creation of multiple shipments by warehouse from the Sales Order Screen

Currently, the Process orders screen allows the shipments to be created from all the warehouses on the order at the same . This way you have a shipment per warehouse all open at once. When you create a shipment manually from the Sales Order, it on...

Created 20 Aug 01:18 by Steve Milner

Sales Orders

0

11 Vote

Change "Minimum Gross Profit" message to "Minimum Markup"

This message on the Sales Orders (SO301000) screen reads:"Minimum Gross Profit requirement is not satisfied."https://i.imgur.com/v128DFE.pngShouldn't it say "Markup" instead of "Gross Profit"?Click here for a more detailed explanation of why

Created 28 Feb 04:02 by Tim Rodman

Sales Orders

1

32 Vote

Paid in full SO Orders should not be visible in Payments screen on the Orders to Apply tab

Per current Acumatica design, up until the point that an Invoice has been created from an SO Order, the order can be added on Payments in the Orders to Apply tab even if it is paid in full. This behavior is confusing, seeing as how the Payment wi...

Created 07 Dec 10:51 by Alexandru Tudorache

Sales Orders

0 Shortlisted

3 Vote

GPM on Opportunities/Quotes/Sales Order/Invoices Headers and Lines

I like team members trusting the system and setup pricing but would also like them to verify the numbers. I think showing a GPM amount on the headers as well as per line is very valuable and would go a long way.

Created 24 Jul 16:36 by Guest

Sales Orders

1

Ideas for Acumatica

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Process invoices and memos screen for capture cc should show the amount being captured

SO Proforma Invoice

SOOrderKvExt ValueString length is 256. Let's increase that considerably for links and other values that will exceed that length.

Posibility to create a RC from an invoice in the mobile app

Add functionality: Item Substitutions

Ability to put an order on hold for not meeting Min. Markup

Allow the manual creation of multiple shipments by warehouse from the Sales Order Screen

Change "Minimum Gross Profit" message to "Minimum Markup"

Paid in full SO Orders should not be visible in Payments screen on the Orders to Apply tab

GPM on Opportunities/Quotes/Sales Order/Invoices Headers and Lines

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Process invoices and memos screen for capture cc should show the amount being captured

SO Proforma Invoice

SOOrderKvExt ValueString length is 256. Let's increase that considerably for links and other values that will exceed that length.

Posibility to create a RC from an invoice in the mobile app

Add functionality: Item Substitutions

Ability to put an order on hold for not meeting Min. Markup

Allow the manual creation of multiple shipments by warehouse from the Sales Order Screen

Change "Minimum Gross Profit" message to "Minimum Markup"

Paid in full SO Orders should not be visible in Payments screen on the Orders to Apply tab

GPM on Opportunities/Quotes/Sales Order/Invoices Headers and Lines