Sales Orders | Ideas for Acumatica

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 about 1 year ago by Alexandru Tudorache

Sales Orders

0 Shortlisted

12 VOTE

Update Salesperson value on Posted Sales Invoices/ AR Documents

There are many instances where more than one Salesperson services same client. Due to this, we are facing occurrences where a Sales Invoice is posted/released with the incorrect Salesperson which cannot then be changed once document is released. T...

Created 6 months ago by Angelo Pickard

Sales Orders

2 Gathering Feedback

121 VOTE

Add functionality: Item Substitutions

Companies frequently offer similar products as substitutes for one another, for the following reasons: • A company can offer many different styles, brands, and prices of goods. By doing this, customers can select the items that best suit their nee...

Created over 5 years ago by Guest

Sales Orders / Inventory

4 Planned

1 VOTE

Copy sales Prices by Price Class

In the sales price worksheets there is a "copy prices" function, it would be beneficial to be able to specify the price class to copy. At the moment (we are on 2018R2) we can only specify the price code to copy. By adding the price class it woul...

Created 16 days ago by Jon VanDonkersgoed

Sales Orders

0

9 VOTE

Create New Sales Orders for Partially Shipped Orders that have been cancelled

Clients want to have the option to create new sales orders from partially shipped orders that have been cancelled for the unfulfilled portions. The reason for this is due the limitations of Acumatica's Credit Verification for customers having no ...

Created 5 months ago by Guest

Sales Orders

0

8 VOTE

Reset Credit Validation processes for partially shipped orders (Back Order processing)

Many clients have customers who do not have credit lines and only want to ship product if a credit card has been pre-authorized. These orders will initially be placed on Credit Hold systematically, but an approved pre-authorization will act to re...

Created 5 months ago by Guest

Sales Orders

0

Ideas for Acumatica

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Filter by Category

Implement correct work of 'Equals' filter for Location field

Override Shipping Address using drop-down list Customers & Vendors

SO Proforma Invoice

Process Orders: Add Validate Credit Status

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

Update Salesperson value on Posted Sales Invoices/ AR Documents

Add functionality: Item Substitutions

Copy sales Prices by Price Class

Create New Sales Orders for Partially Shipped Orders that have been cancelled

Reset Credit Validation processes for partially shipped orders (Back Order processing)

Filter by Status

Filter by Category

Identify yourself with your email address

Implement correct work of 'Equals' filter for Location field

Override Shipping Address using drop-down list Customers & Vendors

SO Proforma Invoice

Process Orders: Add Validate Credit Status

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

Update Salesperson value on Posted Sales Invoices/ AR Documents

Add functionality: Item Substitutions

Copy sales Prices by Price Class

Create New Sales Orders for Partially Shipped Orders that have been cancelled

Reset Credit Validation processes for partially shipped orders (Back Order processing)