Inventory, Orders Management, Warehouse Operations
- 1,155 Topics
- 4,468 Replies
Default Scan and Issue and Scan Materials Screen to default to set qty
Currently when using the scan and issue or scan materials screen, Acumatica defaults to adding 1 unit to the line that you have scanned. In our industry, nearly everything is weighed out and we need our operators to always enter the qty that is on their scale. Is there a way to adjust the settings in Acumatica to default to setting the qty in the scanning modules?
Pick Pack Ship - Update recieved / picked quantity in details grid
Hi All, This is my first customization in acumatica. I am an absolute beginner to this. My requirement is as below:I need to update the default scan qty from 1 to 0 in pick pack ship and other similar forms( both web and mobile app). Currently its getting populated with 1 as default value. Please help me on this, how to do this and where to start with. If this was a customization in base code, it would be easy to do so, by grabbing the development branch and setting a debugger to find out the flow. Since this has quite a different approach whichis new to me, so getting hard time to figure out.Any reference to the or something similar are really appreciated.
LREX Monitoring to some items only
Hello Everyone!I have query, hope you guys can help me out. We have an existing inventory list, all of which LREX is not enabled...but now we want to enable the LREX monitoring, is this possible? What are the conditions e.g. should the qty be zero? is it set in the PO stage of getting new qty of the inventory item? Are there any more conditions? Also how can I apply the LREX monitoring to the existing qty of items? Thanks in advance!Kind regards,Mrivera67
Generic Inquiry List of Items (Is In) Trick
Introduction:I wanted to pull a specific list of inventory items from a generic inquiry. Problem: I tried to use "Is In" operator for a condition. However, it does not seem to work as expected. (I tried various combination while profiling and could not get the SQL to translate to [column] in ('test123', 'test456', 'test789')) If there is a way to use the "Is In" operator, please share. Solution:Add a parameter to enter the list of items. (Set the Schema Field to InventoryItem.Body for maximum characters) In Result Tab, add a column that utilizes "InStr()" to search for the InventoryCD in the parameter field. (Convert to CDec() for better filtering)Paste a list of item numbers and filter the formula column “greater than” zero. I hope this helps.
I’m not sure if I’m terming this correctly, and I’m also not sure if this is addressed in purchasing/receiving or if this is separate and is more of a kit consideration.We are a service company. The scenario is that we purchase an item from a supplier, but sell the items components as separate items in our system. My thought would be to create a “reverse” kit that can be “assembled” to negate the purchased item and increase the component count, which is the opposite of the normal assembly process for non-stock kits.For example; We purchase a repair kit/item from a supplier, which contains a bolt and a bracket. We will receive the item, however we want to stock the components as inventory. We will then use/invoice either the bracket, or the bolt, or both, however those pieces will be invoiced as separate items.Any thoughts on how to make this work in Acumatica 2022r2 (or beyond)?
Request for SO Order View - Availability
Hello,I am trying to get an unbound field to populate with availability on the sales order line based on joining to the INSITESTATUS table. This works on pxdefault- however, it begins to break down when I’m updating allocations on the sales order and am pending a commit. I have a sense that there is a view that is being manipulated as the order is being input keeping things in sync before they are committed to the database and I just can’t seem to find anything written about it. Does anyone know what view is being updated to reflect the item availability information at the bottom of the grid? The end goal is to trigger an approval rule based on the availability. If there is any other way of doing this, I’m open to suggestions. Thanks in advance!
Approval Maps using Employees by Filter
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
Ways to use Buildings
HI everyone,I have a customer implementing Acumatica and they have a need to be able to ship from various warehouses on the same order. They need to be able to keep track of inventory though. If we used the buildings in Acumatica, what is the best way to process this?The Building Name would be Main, then each warehouse would be A, B, C?Does anyone have thoughts or ways to work around not being able to combine warehouses on shipments?
PO Link Button on Closed Sales order (needed for Warranty)
When ordering major components on a project, I will “mark for PO” on the sales order. After the product is received and sales order invoiced the PO link tab is cleared so you can’t go back into an old sales order to establish what PO the product was ordered in on. When dealing with warranty claims, all of my suppliers require me to supply the PO number that the product was ordered on for traceablility. Why is this field wiped out when going back to check a historical Sales order?
Testing UPS integration in 2023R1 sandbox
We have a customer going through upgrade testing for 2023R1 and they are receiving the error below when trying to confirm a shipment: This is what the configuration on the carrier looks like (and testing the connection was successful): Thanks for any assistance!
Sales Prices & Sales Price Worksheets in Acumatica
Hello Community,Was getting a bit confused between the flow for Sales Prices (AR202000) & Sales Price Worksheets (AR202010) screen. How shall a user start with the same? Is it first from Worksheet to Sales Price or Adding a price line, creating a worksheet from the Sales Prices form and then releasing it in Worksheet screen,Kindly guide me out in the same.Thanks.
Order confirmation emails
Hi Everyone We have created a Business event to send an email on order confirmation with the SO details.Issue :The emails is triggered properly with Billingg and shipping address in the Sales order (If the Ship-To Contact and Ship-To Address is not overridden, In the email details is displaying as expected When we are doing the below Override Options I have override Ship-To Contact and Ship-To Address and updated the account name and address, in the email “Account name” and “Billing address” is not displaying I have override Ship-To Contact and updated the account name, in the email “Account name” is not displaying I have override Ship-To Address and updated the address, in the email “Account name” and “Billing address” is not displaying email displaying as below even we have dataAttaching the Business event, Template and GI.No customization Impact.
Any way of manually updating average cost?
For most of our inventory items, our valuation method is Average Cost. However, for many of our POs or inventory adjustments we had incorrectly issued at $0 and therefore our average cost is significantly skewed and incorrect. The true correct average cost for our items is actually our Last Cost. Is there any way of manually updating average cost? How can we go about rectifying these incorrect average cost values?
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