Inventory, Orders Management, Warehouse Operations
- 578 Topics
- 1,928 Replies
It looks like once a sales order failed credit verification, the user must hit action Remove Credit Hold manually for further processing. Can someone advise how to change the workflow so that the order status is automatically open once payment/prepayment is made or when the amount of the sales order is no longer over credit limit.
I am wondering if there is any configuration to use specific warehouse in intercompany SO based on the PO warehouse.Ex:If warehouse in the PO is “WHS A”, the warehouse in intercompany SO is “WHS 1” If warehouse in the PO is “WHS B”, the warehouse in intercompany SO is “WHS 2”WHS A and WHS B are within the same company, also WHS 1 and WHS 2 are within the same company.What I find is system uses the default warehouse of customer/location and/or inventory.
I am thinking through a feature we need, where some customers may be served by a freight forwarding service. The first leg of our delivery process will be a local truck route from our warehouse (the route will change depending on the freight forwarder where the material is being dropped off).The freight forwarder will then be responsible for delivering that material to the end customer.We need a way to manage all of this and make sure thast we can orchestrate local truck delivery from our warehoues to the freight forwarder, and then freight forwarder to end customer, witht the process and paperwork clear at each step of the freight forwarding process.I know that there are various integrations to Acumatica for freight forwarding. Does anyone have experience with these, and maybe can recommend a specific product that might align closely with our use case? Thanks, Jonathan
Our next Distribution Show & Tell is only a few weeks out, on June 14. The topic is: Dashboards.I’m looking for more people to share Dashboards that you have created that have solved a business problem. Send me a direct message through Community or to my email: email@example.com.If you don’t have anything to show but you’d like to see some great ideas, you won’t want to miss this!-Debra Mignola
From the help file on the Shipping Terms (CS208000) form:Invoice Freight Price Based On The base document to be used for the freight price calculation in a sales order invoice with the current shipping terms selected. You can select one of the following settings: Shipment (default): The system copies the freight price from the related shipment to the invoice. Sales Order: The system copies the freight price from the related sales order to the invoice (fully or partially if the shipment is partial). Can anyone tell me what the highlighted text means in terms of expected behavior? In my testing, when I set this “Invoice Freight Price based on” to “Sales Order”: and create shipments that I believe are “partial”, the freight price still transfers fully, not partially.Perhaps my understanding of the phrase “if the shipment is partial” is off.The way it reads, it seems that intended functionality is to distribute the shipping charges across all of the shipments that come from one
My customer is looking to create a customer credit term where a 35% prepayment is required on initial sales order entry and then the invoice when generated would be an installment of 35% due net 30 and 30% due net 60. Currently you can create Multiple percentage installment plans but cannot require the prepayment at sales order time but it does generate the two invoices with correct due dates. If I do single installment plan, it will allow prepayment but I only can have one due date for the balance due. I can see that you can create an installment plan with a day of zero for 35% but this does not require prepayment on sales order. Just creates an invoice due today. This also assumes I need to invoice immediately before shipping. I think I may be able to get creative with cash discount being 30 days with zero discount % and make the total terms net 60. But feel this could cause confusion. Trying not to customize too much if possible. Any ideas are appreciated!
Does printing to label printer using device hub work for an automation schedule on the Process Shipments screen>?
I am able to manually select our label printer that has been configured with device hub and click process all to print all labels but if I set up a schedule with the same settings it says it completed and processed in the sheduler history with no errors but nothing ever seems to reach devicehub. Is anyone currently using this? We really want the labels to automatically print when they enter the process shipments screen.See below for the automated schedules.I tried with dates set in the filter values automatically after clicking add schedule with the same criteria as I just used to print the labels manually by pressing process all and with no dates set but neither produce anything on the devicehub: I’m curious if anyone is able to get this to work in this way.Phil
We have a customer that requires the use of data matrix barcodes containing multiple pieces of data (Item barcode and serial number). The Acumatica WMS will read this type of 2D barcode, but we are not able to print them in order to label items.What solutions or ISVs are available to allow us to print the product labels?
We were sold Easystock as a supplement to Acu to manage our inventory, but have not been successful in getting it to work as it is advertised. Our inventory is simple: 3000 skus in one location, 300 vendors, all purchased from only one of those vendors. Anyone with experience with Easystock that would be willing to discuss their experience?Rick Dawsey
I am wondering if anyone is currently using 2D barcode for the items within Acumatica? I have a customer that is wanting to use 2D barcode labels and they are in the auto industry. What is being used for the 2D format by customers that are using Acumatica distribution or manufacturing.
We are looking for a way to have Acumatica provide an alternate pick location during the pick process if a sku is not in its expected location. As an example, the mobile app directs the picker to get a quantity of 3 of sku A from pick location 123. The picker goes there and only 2 units are available, even though the system believes 3 should be there. This could be due to a prior receiving issue or miscount. But, we have more units of sku A in other pickable locations. How can we tell the system there is only 2 in location 123 and direct the user to another location where sku A lives to complete the pick process and pick the full order? We don’t want to close out the order as a short ship if we have more units in the building. Ideally, we also want the system to correct the inventory issue in location 123 as well. Thank you!
Hi all,So I noticed that when creating a PO with multiple line items with the same inventory ID, when the PO is printed the system sums all of the lines together and only prints out one line item with the aggregated total qty. Our hope was to create a PO with multiple lines that correspond to requested on dates which you can change on the line level. We are trying to avoid having to cut a PO for each day and just have one PO with the different requested on dates at the line level. Wanted your thoughts on if this is possible. Thanks,
Warehouses -> Change ID shall update the relavant warehouse ID in Generic Inquiry and Automation Schedule.
Follow up action for Support Case #238117 and #238344.After some testings, I found Warehouse → Actions → Change ID will not update the following warehouse IDs:Generic Inqiury: Conditions tab. Automation Schedules: ConditionsHowever, it can change the warehouse ID in “Filter Values” of Automation Schedules. The behaviors are different.Since we have a lot of GIs or Automation Schedules bind warehouse, it will be very helpful if it can change them automatically.
Hello Everyone,What is the best practice for receiving inventory at landed cost when the freight is charged as a separate line item by the goods vendor?The distinction from using a Landed Cost document is that the freight is being charged by the goods vendor on the same invoice as the goods receipt, not from a separate freight vendor. The following idea has been submitted, but wanted to check if anyone had a good process for this while under review.Thank you!Luke
Inventory Transfer of an item from One Warehouse to a specific Warehouse converts it to a new item (different SKU)
Hi everybody,We are looking for a solution on how to convert a stock item to another new item when inventory was moved to a certain Warehouse.Example: Warehouse 1 is the main warehouse where we sell Product having SKU AAA for it’s original price. Now, there is a Warehouse 2 where we move items that are still usable but has quite damage and sold for lesser price. We need that Product AAA converted to a separate product, like SKU AAA-2, since we don’t want to track the inventory of items already moved to Warehouse 2 on the original item AAA. Will that be possible? That transferring an item from one warehouse to another will also move the quantity from original item SKU to new (or another) SKU?
The PO Accrual Reports needs to include all activity that affect the PO Accrual account. The existing PO Accrual Reports only take into account the traditional Receipt of Goods into Inventory and Receipt of those Vendor Bills. There is no way to audit this account if a customer uses Sales Order Drop-shipments.In the Drop-shipment process, a Receipt of Goods and Bill is entered when the vendor notifies the Acumatica user that their Drop-ship PO has been fulfilled. When this type of Receipt is entered and released, a G/L Transaction creates a Debit to the PO Accrual and a Credit to Accounts Payable.Once the Sales Order Line that is flagged as Drop-shipped is invoiced and released, the system will create a G/L Transaction (via an Inventory Issue) that will Credit the PO Accrual Account and Debit a Cost of Sales Account.If there is timing differences between the Vendor Bill and the Customer invoice, this Debit Balance will sit in the PO Accrual and the existing PO Accrual Reports do not
Enter landed cost or AP Bill prior to the PO Receipt but does not pay the amount at the moment creating the liability
Hi,One of our customers practices the following scenario.They buy an insurance policy prior to the Receipt of goods and create a bill to make the liability for the insurance company. But does not pay that amount until the goods are received. When the goods are received this amount needs to be allocated to the inventory appropriately. In Acumatica we couldn’t find a way to create a landed cost/bill prior to the purchase Receipt and attach the Bill to landed cost lately. Since the customer is not paying the amount, we cannot assist them to use the prepayment request method, pay the amount and create a prepayment and apply the landed cost once the goods are received.Is there a way to handle this kind of scenario? Please assist me on this regard.Amanda
Hi everyone,We use the mobile app for a while. The problem is when review the list. The first column should be the inventory id or location id. But the screen is showing the description for the inventory id or location id. I have no idea how it happened. I checked the code in Mobile Application. It’s use the current field. Anyone knows this problem ? Thank you so much.
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