Product: Acumatica
Within Acumatica you have the choice between a Sales Order Invoice (Invoice SO) and a Accounts Receivable Invoice (Invoice AR). Both of these options are compatible with Transaction Manager - however you will need to configure which one you wish to utilize so that Transaction Manager knows where to locate your Invoices from.
Invoice SO vs Invoice AR
While Acumatica has enough flexibility that you can configure your Business Process in multiple ways - the general rule that differentiates between whether you'll be utilizing a Sales Order Invoice (Invoice SO) or an Accounts Receivable Invoice (Invoice AR) depends on whether your primary relationship with your Trading Partner involves trading physical goods that are tracked through Shipments, or non-stock services that are simply billed directly.
Sales Order Invoices
An automated process that is handled within the Sales Order module that follows the Sales Order - Shipment - Invoice flow in which tracks the Shipping and Billing of goods purchased through the Sales Order.
Most EDI Trading Partners will likely follow the Sales Order Invoice process since a Sales Order is typically created by Exporting a Purchase Order (850) from your Trading Partner prior to being billed.
Account Receivable Invoices
Typically a manual process which Invoices are created directly within the Receivables module and are not tied to any Sales Order or Shipment - most often due to not having any physical stock items tied to the billing.
Configuring the Import Document Type
Navigate: Trading Partners - (Partner) - Preferences - Transactions
Select: Integration (tab)
Import Document Type: Invoice SO or Invoice AR
rev 7/2/2025