Ideas for Acumatica

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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 will be applied with 0 value. This has a negative user quality-of-life impact especially if the customer's business process includes having multiple open orders at any given time. 

Furthermore, the behavior is asymmetrical with how applying Payments to Invoices works - an unreleased Invoice will not be visible in the Documents to Apply tab even if it is payed in full.

  • Alexandru Tudorache
  • Dec 7 2018
  • Shortlisted
  • Attach files