Inventory and Order Management: Enhanced Logic for Sales Workflow

In MYOB Acumatica 2026.1.1, you don't have to remove a sales invoice from credit hold each time this invoice has an unpaid balance and its credit terms require a prepayment.

Updated Credit Hold Policy for Invoices

The system no longer puts the sales invoice on credit hold each time they have an unpaid balance and credit terms that require a prepayment. However, if you need to validate the unpaid balance of sales invoices, you use the new Validate Invoices from Orders with 100% Prepayment Required check box (shown below) on the Order Types (SO201000) form.

The check box is available for order types with the following configuration:

  • Automation Behavior: Sales Order; AR Document Type: Invoice, Debit Memo, or Cash Sale
  • Automation Behavior: RMA Order; Default Operation: Issue; AR Document Type: Invoice or Debit Memo
Figure 1. The new setting


If the new check box is selected, the system validates the settings and unpaid balance of the sales invoice when you do one of the following:

  • Generate a sales invoice for this sales order on the Sales Orders (SO301000) form
  • Generate a sales invoice for a shipment based on this sales order on the Shipments (SO302000) form
  • Add this sales order to a sales invoice by clicking Add Order on the Invoices (SO303000) form

The system puts the sales invoice on credit hold if both of the following conditions are met:

  • The related sales order has 100 in the Prepayment Percent box on the Financial tab of the Sales Orders form.
  • The unpaid balance of the sales invoice is greater than 0. This may occur if freight amounts are added on the Shipments form or if tax or discount amounts are recalculated on the Invoices form.

If the check box is cleared, the system does not validate the unpaid balance of sales invoices.