Inventory and Order Management: Invoices for Non-Stock Items Not Requiring Shipment

MYOB Acumatica 2024.1.1 introduces the ability to create a separate sales invoice for a sales order line with a non-stock item that does not require shipment—that is, a non-stock item for which the Require Shipment check box is cleared on the Non-Stock Items (IN202000) form.

Addition and Deletion of Document Lines with Non-Stock Items Not Requiring Shipment

In previous versions of MYOB Acumatica, a user could not delete a line with a non-stock item that does not require shipment from an invoice on the Invoices (SO303000) form if the related sales order had either of the following lines:

Lines with stock items
Lines with non-stock items shipment

Suppose that in a previous version, a user created a sales order on the Sales Orders (SO301000) form. The user added a line with a stock item and another line with a non-stock item that does not require shipment. Then the user added the stock item to a shipment and confirmed the shipment. Finally, for the sales order on the Sales Orders form or for the shipment on the Shipments (SO302000) form, the user clicked Prepare Invoice. In the generated invoice, the system has added the line with the non-stock item that does not require shipment. This line, which could not be deleted from the invoice, had a link to the shipment.

Also, the user could not prepare a separate invoice for the line with this non-stock item or add this line to an invoice on the Details tab of the Invoices form by using the Add SO Line dialog box if both of the following were true:

The related sales order had any lines with stock or non-stock items that require shipment.
The related sales order had at least one unbilled line with a non-stock item that does not require shipment.

Starting in MYOB Acumatica 2024.1.1, for a sales order of a type with the Sales Order or RMA Order automation behavior and at least one line with a non-stock item not requiring shipment, users can do the following on the Details tab of the Invoices form:

Delete a line that has one of these non-stock items and has a link to a sales order or shipment, even if the original sales order contains other stock items or non-stock items
Add a sales order line with a non-stock item not requiring shipment to a separate invoice by using the Add SO Line dialog box and release the invoice
Add a sales order line with a negative quantity (even if it has a non-stock item that does not require shipment) to a sales invoice by using the Add SO Line dialog box

Preparation of Invoices for Sales Orders and Shipments

Suppose that a sales order contains at least one unbilled line with a non-stock item not requiring shipment, as well as lines with stock or non-stock items that require shipment and are already completed and billed. Starting in MYOB Acumatica 2024.1.1, a user can prepare a separate invoice from this sales order for the lines that have a non-stock item not requiring shipment.

When the user clicks Prepare Invoice on the Shipments (SO302000) or Sales Orders (SO301000) form, the system will add to the invoice all the negative sales order lines with non-stock items not requiring shipment, even if it will lead to a negative invoice balance. In this case, the system will create the invoice with a negative balance and the On Hold status, regardless of the state of the Hold Orders on Entry check box on the Order Types (SO201000) form.

Note: For a sales order on the Sales Orders form, a nonzero Unbilled Balance on the Totals tab (Shipment and Invoice Info section) for non-stock items not requiring shipment will affect the customer's Open Orders Balance on the Financial tab (Credit Verification Rules section) of the Customers (AR303000) form.