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I am trying to get the payment applied to the sales order before it is invoiced. I can find the information on invoiced orders, but on open orders I can't make the links work.
I found the payment in ARPayment table. I have not found a way to connect SOOrder to ARPayment. I cannot find the payment ref number or the external ref number in the SOOrder data. I have no idea what the missing link is, does anyone know?
Thank-you.
Hi @susank17,
The table you want is SOAdjust. AdjdOrderType, AdjdOrderNbr are the Adjusted Order and AdjgDocType, AdjgRefNbr are the Adjusting payment. AdjAmt is how much is remaining to be applied to the Sales Order, and AdjBilledAmt is how much was Transfered to Invoice.
Perfect. Thank-you very much. Never thought to look at adjustments for a payment link.
I tried to use this on the Sales Order form and it appeared to work for a month or so. Then two payments were made and the form didn't total both payments, so it looked like the customer did not pay in full.
I am getting confused on how payments work on an open sales order. On the Sales Order screen (SO301000) I added the SOOrder CuryPaymentTotal and it displays correctly. When I go to the Report Designer Sales Order Form and choose the same field it displays as zero. When I check the SQL table the field doesn't exist in the SOOrder table.
Anyone know how I can have the following on my Sales Order form:
Total: xxxx.xx
Payment: xxxx.xx
Balance Due: xxxx.xx (I set it up as curyordertotal - curypaymenttotal)
Thank-you.
@susank17 Here's a related Discussion Topic:
https://www.augforums.com/forums/acumatica-report-designer/add-payment-amount-to-so-invoice-form
You are probably only getting the first Payment record right now. The Subreport would allow you to total all Payments.