Ideas for Acumatica

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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 credit limit who pay by credit card.  Having this option will help to solve a couple of operational issues.

 

  1. The sales orders screen only supports a single pre-authorization and/or capture directly.  If an order was pre-authorized and partially shipped, you can only add a second pre-authorization to the order by creating a new payment record.
  2. Sales Orders having been released from credit hold cannot be placed back on credit hold unless the value of the order has been increased.  This puts clients at risk of shipping product without getting the necessary credit card pre-authorization for the remaining shipment.  Once a payment has been captured on an existing pre-authorization, the entire pre-authorization is cancelled by the processor and cannot be re-used.  Creating a new sales order from the unfulfilled order will generate a credit verification and place orders on credit hold as is appropriate.  

 

Clients need advanced tools to help minimize the amount of monitoring required to manage these issues, particularly those who constantly have to deal with inventory scarcity.  

  • Guest
  • Sep 12 2019
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