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Acumatica Prepayment Problems? Discover the Solution!

This video discusses how to use the override prepayment feature in Acumatica to resolve prepayment issues and keep orders moving. 

(a) Challenges of Acumatica Prepayments

  • Strict prepayment policies can cause problems when customers don’t pay the exact amount. For example, if a customer pays 48% instead of the required 50%, the system can put the entire order on hold. 
  • This can tie up the shipping process and frustrate everyone involved. 

(b) The Override Prepayment Solution

  • Acumatica has a feature called “override prepayment” that can solve this problem. 
  • This feature allows users to manually input the amount the customer has already paid. 
  • The system then recalculates the percentage and releases the order for shipment. 

Benefits of using override prepayment: 

  • Saves time and frustration for both the business and the customer. 
  • Avoids stalled orders and manual workarounds. 
  • Provides a streamlined solution for handling prepayment issues. 
  • Allows businesses to be more flexible with their prepayment policies. 
  • Gives Acumatica consultants a competitive edge and helps them build stronger client relationships. 

Tayana Solutions, an Acumatica partner, can provide customized solutions and support to help businesses overcome any Acumatica hurdle. They can be reached at 678-910-274.