Acumatica ERP: “Lessons Learned” No. 1: How to Add Shipping Charges To a Closed Order with Released Invoice in Acumatica?

Jun 12, 2018 | Acumatica, Acumatica Small Business Edition

To add shipping charges to a closed Acumatica order for which invoice has been released, please follow the following steps:

  1. Select Distribution, Sales Orders, Work Area, Enter, Sales Orders.
  2. Select Actions, Re-Open Order.
  3. Once the Order is open you can add the new line of SH.
  4. Add the Inventory ID of SH, Description, Quantity and Price.
  5. Select Actions Create Shipment.
  6. Once the shipment is created, the system will automatically bring up the Shipment.
  7. Change the Shipping method to BW, and take the shipment off hold.
  8. Select Actions Confirm Shipment.
  9. Select Actions Prepare Invoice.
  10. Once the invoice is created, the system will automatically bring up the Invoice.
  11. Select Actions Release.
  12. Print and Email the invoice as usual.

The steps are illustrated with screen shots as below:

Step 1

Step 2

Step 3

Step 4

Step 5