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ngerstFreshman II

Request & Requsition Questions

I am looking to create a GI that will allow our users the ability to see their requests and pull information from the Requisition and/or Purchase Order that was generated from their request. I am running into some challenges and thought I would reach out to the community…1) Our Requisitions are created by our purchasing team, thus from a request to a requisition there is no insight into who the requisition was requested by only a created user. I do see that on the requisition you can look at the Request Details and see an Employee ID - does anyone know the DAC that link these? 2) Is there an ability to create multiple requisitions to one purchase order? I ask this because if this is the case, we could have a requisition that was requested by multiple users. As the information is merged together into one purchase order I need to provide the ability to show the multiple users their requisition and purchase order information.Overall, I am working on providing more insight for our users to

6 minutes ago

dylantheriault

Reports and Generic Inquires

How to modify existing report to display an image based off the inventory ID stock item description?

We have a production ticket report for production of canned beverages.There are 50+ product specifications. These are 1 page documents/images. Is there a good way to display a specific product spec that is pulled from the inventory ID stock item description and matched with the 1 page image?The only way I can think to do this is have 50+ sections with visibleExpr that would each display the image only if the statement below was true:=iif([InventoryItem.ItemClassID_description] = 'BERRY LEMONADE', 'TRUE', This would require a lot of work to set up and maintain 50+ image files.If these product specs were to change every month or so, what would be the best way to update or set up these reports? Would a database setup allow for the image files to change without having to change anything in the report?

8 minutes ago

chidao

Reports and Generic Inquires

bjeter78Freshman II

Financials

What is the process for resolving the undeposited funds account?

Hello,I am in the process of setting up several new companies for demos. We would like to set up an undeposited clearing account for AR payments. I am not clear on how this works in Acumatica. I found documentation on how to set up the accounts, but what is the actual processing to resolve the undeposited funds account?1.How are the funds moved out of the undeposited funds and where to? 2. Is it before or after the bank reconciliation? 3. How are check batches deposited? 4. Which account is actually reconciled with the bank reconciliation? Please help me get a clear picture of this process. Thank you,Barbie Jeter

1 hour ago

dsimmerlySemi-Pro I

Import and Export Scenarios

Export of GI error - Illegal characters in path.

Created a new Export of GI following method in I100 training.In both training version and version in Live get error on Action Export on the Exort by Scenario - Illegal characters in path.Seems like there is path to save the export but not sure where that is defined

1 hour ago

gorazemJr Varsity III

CRM

Salesforce Sync still not able to start asynchronous sync

Hello, For the past several months, we’ve been able to start the real-time sync on the Salesforce Sync screen. a known issue was posted about it but the updated versions did not fix the issue. Is anyone else experiencing this too?

1 hour ago

AndrewMuzalovJr Varsity III

Import and Export Scenarios

Import scenario Change Order commitments

I have import scenario for change orders commitments, but I can’t find a way to update selected commitment.My import scenario: Now with active checkboxes it create new change order and add to it my subcontract, but I can’t update it’s amount. May be someone know how change it for update line amount? when i try to use not selected lines- it create new line or do nothing.For example my result if I enable “Commitments” - it seems it can’t find this line from “Select Commitments” dialog and just create new lineHow I can select and update amount for the line from “Select Commitments” dialog and not create new line?

1 hour ago

dmerrill

Distribution

How to Handle Overstock Locations

In our warehouse our lower shelves are Forward Pick locations and upper shelves are Reserve Stock. We keep a supply of all inventory in the Forward Pick locations but any overstock that won’t fit below will go to the Reserve Stock locations. Both location types have their respective inventory marked Include in Qty Available but only the Forward Pick locations are marked as Sales Allowed. This allows a sales order to be created regardless of inventory location but will prevent the Shipment/Picklist creation if doing so would direct a picker to a Reserve Stock location.This is where the pain point is introduced. We currently utilize the “Tasks” feature in Acumatica to direct our warehouse mobile users to transfer items from Reserve Stock to Forward Pick so that shipments containing affected items can be created.Ideally we would like a proper means of creating a Transfer Order which would direct a warehouse user to transfer the items between locations.I’m wondering if this is already an o

1 hour ago

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squesenberry11

Financials

How to handle credit card charges when processing back orders

33 minutes ago

dsimmerlySemi-Pro I

Import and Export Scenarios

Export of GI error - Illegal characters in path.

1 hour ago

gorazemJr Varsity III

CRM

Salesforce Sync still not able to start asynchronous sync

1 hour ago

dmerrill

Distribution

How to Handle Overstock Locations

1 hour ago

mnecaiseVarsity I

Reports and Generic Inquires

Report Not Found Error

I have a report that I created a couple months ago that I need to make some changes to. When I click on Edit Report, I get the normal Report Designer pop-up to login. However, as soon as I login I get the error message that the report does not exist. The report runs, so I know it’s there. I just can’t figure out why I’m not able to open it in Report Designer. I haven’t had any issues with opening other reports, so it’s something with this one specifically. Has anyone else run into this or have any suggestions? Thanks!

2 hours ago

pgurney

Reports and Generic Inquires

Text disppears from Email window when moving the window around?

Hello,Running into a strange issue and wondering if anyone else has seen it. One of my users, when he types content into the pop-up Email window, if he moves that window around afterward, the text will be cleared entirely. This behavior is new and only occurs for one user. He is on Windows 11 and using the latest release of Google Chrome. Thank you

2 hours ago

donnadeskins55Varsity I

Distribution

Barcode commands in report designer

Many of our customers find it very annoying that they have to manually touch the “Set Qty” button on their mobile devices in order to set the quantity being picked/packed/shipped. We are trying to include the Set Qty command (*qty) as a barcode on the picklist report so that they can scan that command and then scan the barcode for the quantity (since there’s no way to set the mobile device to default to the shipping quantity).I can’t find the right way to format the command on the report so that the barcode scanner will read it and put the device in Set Qty mode.Does anyone know how to do this?

2 hours ago

max21Freshman II

Distribution

Shipping Confirmation Emails — best practices?

Hey there, I have a clunky process that I’d love to get thoughts on how best to improve: Shipment confirmation emails for some of our order types.I’ve always been confused by Acumatica’s out-of-the-box “Email Shipment” Action on the Process Shipments screen. There are some major defects to it:When rows are processed, they don’t drop off the queue. So you cannot schedule this screen, at the risk that the same email could be sent more than once (which is a bad customer experience). Rows drop off this screen once the shipments get invoiced. So if they get invoiced prior to getting emailed, we’ve lost our window to email those out. Can the email template associated with this process action capture all the necessary fields that we want to include in our email? Tracking numbers, tracking URLs, etc. I honestly don’t know.So I guess Business Events come to the rescue...except:They are notoriously frustrating to get working properly. They may just choose not to work and you don’t know why, lol.

2 hours ago

rcambierFreshman I

File not instantly downloading when using PXRedirectToFileException

I have a custom page that will allow a user to select several records from a grid and then click a ‘Generate Document’ button that will use a stored proc & several API calls in order to retrieve details from the selected records and generates a document using these details.Each record has the ‘Selected’ property which handles the checkbox selection and lets the ‘Generate Document’ button know which records to pull the details from (using the Reference Number on each selected record).I am using the ‘PXRedirectToFileException’ to download the file after the final API call returns the byte[] array that represents the generated document (and creating a new ‘FileInfo’ object using this byte[] array and a previously declared document name).I don’t run into any errors when executing my code and interacting with the page but when I try to click ‘Generate Document’ there is a slight loading period and then nothing happens UNTIL I click another checkbox on any record and then the file is dow

2 hours ago

dsimmerlySemi-Pro I

Distribution

Pacejet

Is anyone working with Pacejet and received this notice ?

3 hours ago

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