Inventory, Orders Management, Warehouse Operations
- 1,423 Topics
- 5,512 Replies
We have an issue where non-stock kits put on Batch worksheet/picklists will not let a picker stage the pick to a “Sorting” location. I get an error saying “The given key was not present in the dictionary.” There is no issue if the kits are put on Wave worksheets/picklists. I have tried to allow production/assembly in our picking and sorting locations and toggling requires shipment on the kit. Is there anything else I can try to allow the non-stock kits to be batch picked? My warehouse likes to pick all of the single line orders first on batches instead of waves.
Good Morning All, How can i run a report on materials (excel) for Inactive, No Purchase, Marked for Deletion and No vendor materials. I am new to this platform still, please intricate detail instructions. Thank you.
Hi @everyone,Can't receive transfer order. It shows in-transit, but when I go to the receipt page it doesn't find the TO number. We need 100% of units received. I started to create a receipt for this TO, and then aborted to confirm something. Now the TO can't be found from the receipt screen, so I imagine I screwed it up when I aborted.
Hi,We are using the Receive and Put Away function in Acumatica.When we scan in the Regular Acumatica Application (on our desktop), there are three distinct sounds for:Correctly scanned barcode Scanning error Release actionProblemWhen we scan in the Acumatica mobile app, there is only sound for correctly scanned barcodes. There is no sound at all for the other two (scanning error and Release action). Is there a setting in the Acumatica mobile app to enable these two sounds?
Hi there,Let’s say that I am creating a picking worksheet record.On the Create Pick List screen I specify the max number of pickers is 1 and create a picking worksheet transaction. After I create a picking worksheet record I realize that I would like to have 2 pickers rather than 1 for this particular worksheet.Can I add a picker to the pickers tab of the Picking Worksheets screen after the worksheet has been created OOTB? Either this is should be customized?Thanks in advance!
I have a customer who wants to use the Pick List - Confirm Picked with Barcodes pick list as the default on the PROCESS SHIPMENTS screen: I thought that by changing the Pick List report on the Sales Order Preferences screen, it would accomplish my goal but it didn’t: Where do I set what the default pick list prints for the PROCESS SHIPMENTS screen?Thanks!
Hi All, I am currently experimenting with related Items.When selecting the Required Checkbox of Cross-Sell, I would expect that I cannot process the Sales Order without adding the Required Related Item.This does not seem to be true. Can somebody let me know what the intended functionality is if not requiring a User to add those Items?
HiI have a requirement to record the serial numbers of a receiving batch at once using the serial number of the box/Cartoon.Example : One box of items contains 100 units which has 100 serial numbers. Without opening the box and scanning them item by item, need to receive 100 items with the 100 serial numbers by scanning a serial number available for the box. The supplier provides the 100 serial numbers and the box serial number in excel before we receive the shipment. How is this possible in Acumatica?Best Regards,Dulanjana
Hi everyone, I’m implementing Requisitions / Purchasing and have run into a problem due to the following requirement: PO receipt needs to have a net 0.00 impact on the GL, because COGS/expense needs to wait until the AP bill is created. But also need subaccount to be editible on the AP bill. My solution was to put the same account as both PO Accrual and COGS on the non-stock item, so receipt is a wash. If I use the expense account for both, it shows up on the AP bill. But the subaccount is not editable on AP bill if the line is from a receipt. I see the reason for this because the AP bill should always debit the credited account/sub from receipt, but in this case the receipt already offsets itself. I believe the simplest workaround is to skip receiving since these are non-stock items, but I’ve been told that is not a viable option from their process perspective. Would love to hear any ideas! Thanks!
Hello,In the Process Orders screen, set the action to “Create Shipments”:It shows all sales orders within the selection dates.Even if there is no quantity in inventory.Shippers want to use this screen to ship everything they can, and this screen if perfect for that. However, they only want to see what can actually be shipped. There is no quantity on hand or quantity available shown that you can filter on. Am I missing something here?Is there another screen that will allow them to see all SO lines with an available quantity that they can ship from?I could write a GI or something, but then they have to open to SO and ship from there. Shipping people shouldn’t need to ever open a sales order to ship it.Thanks!
Hello,I have a customer who uses document level discounting on sales orders and when they do this, Acumatica is taking the discount off of the freight charges.Is there a way to not include freight/shipping charges in document level discounts?Thanks!
Cannot transfer items even there is sufficient available/ onhand qty. It validates against a hard qty
Hi, We have an item that shows that there are 73 units available and on-hand qty = 73 as well for a particular lot (inventory summary) However, when we are trying to do a transfer, and it won't allow us to transfer our more than 27 items.Ge the following error: IN Error: The document cannot be saved because the quantity of the MAIN-LBL-SANSBURY-TU-WCWEF-R item with the 000 PAR SAI T1810 ARLO CHARCL lot number is not sufficient for shipping in the D2 warehouse. To be able to save the document with the On Hold status, clear the Allocate Items in Documents on Hold check box on the General tab of the Inventory Preferences (IN101000) form. We could see that in the PX.Objects.IN.INSiteLotSerial, the hard available quantity for this material is 27. Where is this value set from? and this is where the validation gets triggered. What is the difference between hard availability and availability? Does anyone know what the issue here? Thank you!
Hi, I have a client that requires two people to approve the PO. I have set the Approver to “Employees by Filter” in the used Rule Action however once the first user Approves the PO is approving without the second approval.The settings i have used are below. What am i missing? Any help appreciated. Laura
Any ideas? My customer would like to be able to track a type of 'backorder' on a transfer between warehouses. If in one warehouse the goods are normally stored and a transfer to another warehouse is needed. When there is insuffiencent quantity in the standard warehouse to fullfill the transfer, a ‘backorder’ transfer is then created.
We created a Customer Sales Price specific to warehouse: Prices aimed to a particular warehouse.This is a Sales Price Worksheet. On a Sales Order for the customer the customer price for the warehouse updateOn at Project Quote for the same customer the sales price is not updating from the Sales Price worksheet. The Customer setup for shipping instructions is setup for a default warehouse.Is this correct that the Project quote does update on the warehouse setup for the customer
I have a custom GI (attached) that shows SOs left joined to CRActivity. The purpose of this report (and join) is to find SOs that don’t have a task attached that has the name “Next Checkin”. This is how we make sure orders are being checked up on regularly.The full listing looks fine, but the filtered results show blank pages. If I skip forward a number of pages, it might show 1, 2, 10, or really any weird number of results. If I sort by SO number descending, all the non-blank results come to the top of the listing. However, adding a condition that eliminates all records with empty SO numbers, or SO numbers that are equal to ‘’ has no effect.Any thoughts on how to get rid of these blank records?
We have Avalara Tax and address validation set up and it is properly validating the address. However, even though the “Override Address Automatically” is checked, the address is not being overridden. It just gives the user the information and the user must override manually.Has anyone got this to work?For example, in the below case, we are expecting Acumatica to change the Zip code from 11201 to 11201-1000. Instead, Acumatica just gives the user the information in the tooltip. This is our configuration:
Before knowing that Template/Matrix Items existed, and how they worked, a number of sets of various related Stock Items were created individually (most with associated BOMs). For simplification of maintenance and development moving forward, I would like to convert these existing related Stock Items to Matrix Items. Is there a prescribed methodology for doing so?
The company purchases consumables in bulk e.g. stationery, refreshments. Once received into inventory, employees request these items with the employee's manager approval. The request also should specify the expense subaccount. Inventory clerk should then be able to pick up the request and issue quantities on request or less but not more.Creating an "internal" order type seemed brilliant, selling the items at zero price. The only drawback was all order types including trade orders use the same shipment numbering sequence. How best can this be setup?
Hello Acumatica Community,As a boat manufacturer, we procure aluminum in bars and send them to an external company for cutting into sheets. How can we effectively track this process in Acumatica, to keep consistency with Item IDs and managing Unit of Measure (UOM) conversions seamlessly?Please share your insights. Thanks!
Hello Community, I have a custom screen for demand planning, they capture data in a range of two days. The SOs are shipped in a ranger of 2 days. I am building a dashboard that shows the actual orders against the demand table. The join is requested on date from the SOOrder table and date1 on the demand table. This join omits the data which should be linked to Date2. eg if there was actual 2 orders on the first requested on date and 3 on the second requested on date it won’t show 5 on the sum in the dashboard because the parameter is requested on date. Is there a way joining the tables such that requested on date is linked on both demand date1 and date2.Below is my joinThese are my dashboard parameteres
I have Items pertaining to Different Item Class which i need to use diff GL account while Issuing Item . There is Already an Issue REASON CODE thats is getting used default whenever i make an Issue . How to stop using reason Code and use COGS Account from Posting class while Issuing the Item
Our customer returned an item and we issued their money back. I did a RC to return the inventory item back, issued the CM and refunded the credit memo all for the full amount. However, they are paying a restocking fee so now I have a balance leftover. The CM is still showing as open. How do I close the loop and process the restocking fee?
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