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Hello,
Some customers needs to process first an Invoice with all the items they purchased and then to schedule shipments.
Today the standard Acumatica flow is Sales Order-Shipment-Invoice
We need something like Sales Order-Invoice-Shipment or Invoice-Shipment
In purchase orders there is a similar function that allows to process PO-Bill-Receipt;
Does anybody knows if it is possible to achieve this without customization in Sales Order Module?
We have a situation where we require 50% prepayment on some orders and had to send the customer an "Invoice" document asking them for the 50% up front. We accomplished this by making a modified version of the sales order document that allows the sales team to enter a % and print a report that shows Invoice in the header, the order total and, after applying the %, the "balance due". The downside is that there isn't a real Invoice number, only a sales order number at this point, but that was ok for our scenario and this solution has been working well enough for us.
Your solution @wyatt.erp is also the one that I use.
Add your vote to this if you want to see a more official feature added to Acumatica:
https://feedback.acumatica.com/ideas/ACU-I-1443