Ideas for Acumatica

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Require a Deposit on a Sales Order, Prevent Shipping if no Deposit (Prepayment)

It would be nice to be able to prevent a shipment from being created unless a deposit has been taken on the Sales Order. It would also be nice to control how much of a deposit is required.

Here is an idea for how such a feature could be built.

 

On the TOTALS tab on the Sales Orders (SO301000) screen, there is a Payment Total field which displays a total of the deposits that have been taken on the order:

 

We could compare the Payment Total field against the Order Total field. If the Payment Total value is not a sufficient percentage of the Order Total value, then the ACTIONS -> Create Shipment option would be disabled:

 

The disabling of the ACTIONS -> Create Shipment option would only happen on sales orders with “Deposit Required” credit terms:

 

On the Credit Terms (CS206500) screen, to determine which credit terms require deposit, we could add a Require a Sales Order Deposit checkbox field. To determine what percentage of the Order Total is required as a deposit, we could add a % of Order Total Required data entry field:

  • Tim Rodman
  • Oct 18 2018
  • Gathering Feedback
  • Attach files
  • Ali Jani commented
    January 31, 2019 17:24

    I can understand the need for Prepaid terms but doing a % of order required would need the need to also define the terms for the portion that is not a deposit,   I.e. if i say 50% deposit required, what are the terms for the other 50%?

  • Tim Rodman commented
    January 31, 2019 21:01

    I was thinking the deposit feature would only need to look at the Require a Sales Order Deposit and % of Order Total Required fields on the Credit Terms (CS206500) screen. Everything else would function normally when it comes to the credit terms for the remaining balance.

  • Douglas Johnson commented
    June 17, 2019 12:31

    Preventing shipments prior to payment is required for commerce scenarios, custom manufacturing, and special order items. (Workflow is slightly different to what was suggested here)

  • Tim Rodman commented
    June 17, 2019 22:52

    Hey Doug,

    Do you have an alternative workflow that you can propose?

  • Ali Jani commented
    November 04, 2019 14:44

    Prepaid Terms is clear and simple..   i.e. order is not paid, is should not be processed by warehouse till its paid.  this is what the TERMs prepaid means.

     

    What Tim is asking is to allow a new field when setting up terms to capture "% Deposit Required".  This would be 100% for prepaid terms.   and then if we have for example a terms called say "50% deposit, balance Net 30" then we would setup up the terms as we would normally for Net 30, but we would put 50% in the % deposit required field.   

     

    Need to review more this split situations as they can get complicated if deposit is not applied to invoice.  It can also get complicated with partial shipments.   PREPAID is fairly clear but partial deposit requirements require further review of standards.