Sales of Non-Stock Items with Shipping: General Information

Non-stock items in MYOB Acumatica, which are defined on the Non-Stock Items (IN202000) form during implementation, are used to represent products that cannot be stocked in warehouses (such as services or charges) or physical entities whose quantities you do not need to track.

Learning Objectives

In this chapter, you will do the following:

• Prepare a sales order for a sale of non-stock items with shipping
• Prepare the shipment for the sales order
• Prepare the invoice that corresponds to the sales order

Applicable Scenario

You process a sales order with non-stock lines and then create a shipment if a customer buys some goods that are defined as non-stock items in the system, and the goods must be shipped to the customer's place.

Sales of Non-Stock Items with Shipping

The standard sales process with order management software typically includes entering a sales order, processing a shipment of the items, and preparing the related sales invoice for the customer. In MYOB Acumatica, to begin processing a sale that requires the items to be shipped before billing occurs, you enter a sales order of the SO type on the Sales Orders (SO301000) form and add the requested non-stock items to the order.

Then you use the Shipments (SO302000) form to prepare and confirm each shipment related to the sales order. When each shipment is confirmed, you need to bill the customer for the shipped items by preparing a sales invoice, which is a financial document in the system that contains links to the applicable shipments and sales orders. You can review the prepared sales invoice on the Invoices (SO303000) form; then you can release it. When the sales invoice is released, the sales invoice becomes visible on the Invoices and Memos (AR301000) form as an AR invoice.

An AR invoice on the Invoices and Memos form is a financial document that does not contain links to the applicable sales orders, as the sales invoice does. The AR invoice and sales invoice have the same reference number, which the system prints in the customer statement. On both the Invoices form and the Invoices and Memos form, you can view the link to the batch of the general ledger transactions that was generated when the invoice was released. For more information on processing AR invoices, see Processing AR Invoices.

Workflow of Sales of Non-Stock Items with Shipping

If a sales order includes only non-stock items with shipment, the processing of the sales order involves the actions and generated documents shown in the following diagram.