Ideas for Acumatica

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Complete SO Line on Shipments (SO302000 ) screen

The Purchase Receipts (PO302000) screen has a checkbox called Complete PO Line on the DOCUMENT DETAILS tab. Checking this box automatically checks the Completed checkbox on the DOCUMENT DETAILS tab of the Purchase Orders (PO301000) screen when the Receipt is released.

It would be nice to have the same concept on the Shipments (SO302000) screen, except the field would be called Complete SO Line and it would automatically check the Completed checkbox on the DOCUMENT DETAILS tab of the Sales Orders (SO301000) screen when the Shipment is confirmed.

  • Tim Rodman
  • Apr 3 2020
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  • Tim Rodman commented
    03 Apr 14:25

    A workaround is to set the Shipping Rule to Cancel Remainder, but you have to do this before you create the Shipment and you have to give the shipping department access to the Sales Orders screen.

    The client I'm working with wants to default the Shipping Rule to Back Order Allowed, but allow Shipping to close out the Sales Order Line on the Shipments screen during shipping if they don't have enough quantity to ship (but the quantity is within their tolerance levels).