Inventory, Orders Management, Warehouse Operations
- 1,033 Topics
- 4,006 Replies
Freight Calculation (only calculate shipping term, not carrier cost)
Scenario:We charge customers a flat fee for expedited shipping (let’s say $10). To accomplish this in Acumatica, we use a shipping term that adds $10 to the sales order.On our end however, we use different carriers based on location using the external plugin feature (linked to different ship-via codes). As a result, Acumatica is adding the freight COST from the carrier as a freight PRICE to the customer in addition to the shipping terms fee.This is because on the “Order types” screen, we have “calculate freight” set to true.If we set “calculate freight’ to false, it will disregard the flat fee as well. Question:Is there a way to make it calculate only the shipping terms and NOT pass the ship-via cost onto the customer?I know we can hard code the flat fee as premium freight, and get rid of the shipping term, but that is to ideal for us for other reasons.
Dynamic From Email Address from business events to notification template
We have a need to dynamically set the from address on a notification template that is triggered/sent out from a business event. The general idea is that we want the from address to be one of our sales associates based on the record that is being sent from the business event GI to the notification template. the data is readily available, however, the selector for “from” only shows the system email accounts that have been setup, and doesn’t allow me to set the from address dynamically.In this scenario, actually each of the associates do in fact have a corresponding system email accounts setup.Does anyone know if this is technically possible without creating separate business events for each of our sales associates/from addresses?
Two Step Transfer on Mobile Apps.
I'd like to inquire about the "Scan & Transfer" option. It appears to be a one-step transfer. Could you please explain how a user can acknowledge a transfer receipt (Two-Step Transfer) using a mobile device? One of our customers wants to be able to execute two-step transfers on the mobile app. Thanks Ram
Prepayment/Payment Applied to Sales Order and Customer's Terms includes a % discount when they pay within the terms, the Cash Discount does not get applied to the Invoice
HelloI ran into an issue that the Cash Discount does not automatically apply to an SO Invoice nor to AR Invoice if a prepayment or payment is applied to Sales Orders. We don’t have an issue with customer’s terms and cash discounts when applying a payment “on time”- Cash Discount is calculated and applied, AR Invoice is closed, everything OK there. Example # 1- non issue:I can either start a new Payment and Application transaction or pay from Invoice itself. Payment from client is taking the discount, it falls within the days where they get a discount. Acumatica comes up in Cash Discount Taken column calculating the amount correctly. I release payment, it closes AR Invoice. we are done. Example #2- ISSUEIn this case I have a Sales Order that I have applied a prepayment for the amount minus 2% discount to the order. The Customer’s terms is 2% Discount Prepay- which means if they prepay, they will get 2% discount at time of invoicing.Customer has a $6000.00 prepaymentSales Order for $15
Edit Line Description and auto sorting when printing?
Hi ,Would like to seek advise if its really ok to edit the Line description of an item and how it will impact the Inventory movement?For example, I'm creating a PO (figure 1), then I edit the line description of the AALEGO500 to AAA and it allowed by the system (figure 2). How will it affect the inventory? One thing more, is it possible to sort the item alphabetically, with the sample in the print out, I can sort the item description ascending and descending (figure 3) but when I print it out it didnt displayed alphabetically (figure 4). Figure 1 Figure 2 Figure 3 Figure 4 Thanks
Project and task associated with warehouse locations
I have a client with numerous warehouses and they need the flexibility to receive items into locations associated with Projects in multiple warehouses. They want to be able to associate a warehouse location with a project in multiple warehouses but leave the task blank for flexibility on the receipt transaction (items sometimes are diverted to different warehouses than indicated on the PO). It does not seem possible to have a project associated with a location in multiple warehouses without a task. What am I missing?
Related Items & Quotes
When Related Items are enabled for inventory items, Acumatica will prompt the user that there are related items at the sales order screen. However, this prompt only seems to happen for sales order types that use the Sales Order automation behavior (as set up under sales order preferences → order types). If you have a sales order type set up with the Quote automation behavior, related items does not prompt the user. It seems to me that I’m missing something in the setup because the quote phase is best opportunity for cross & up sell. Does anyone know how to enable related items for the quote type (ie. order type = QT) sales orders? We are using 2022R1 Build 9. Thanks for the help!!Best,Amit
Installing Acumatica Demo and Service Unavailable 503 Error
I am trying to create a demo to mess around with so we can be as educated as possible before we start using Acumcatica live. I have downloaded the installer from this site and installed it according to the installation guide and I inserted the “Sales Demo” data to mess with. When I go to pull up the website it first says that it refused the connection and then I get a 503 Error. I open up my IIS manager and that application pool has stopped. I also look in the event viewer for a clue and I get 5 warnings.The first 3 state the following:“A process serving application pool 'Acumatica' suffered a fatal communication error with the Windows Process Activation Service. The process id was '24456'. The data field contains the error number.”The second 2 state:“A process serving application pool 'Acumatica' terminated unexpectedly. The process id was '23804'. The process exit code was '0xc0000005'.”Then an error:Application pool 'Acumatica' is being automatically disabled due to a series of fail
Side panel on QT and SO entry
Is there a possibility to add a side panel on sales quotes and sales orders to display the availablelot quantities for that items. We are using lot numbers for all electrical cable lengths in stock.When adding the inventory ID the side panel should show the available lengths of cables that we have in stock.For example: a customer calls and ask for 100 of a cable. If the side panel shows that a length of 95 m is available, he most likely will accept that quantity. Currently you have to open another GI screen, search for that item and confirm the available length. it would be much faster if you don’t have to leave the QT or SO screen and get the information from the side panel.Kind regards,
Tiered Vendor discounts
Is there a way in current functionality to set up tiered vendor discounts?I have this caseIf PO total amount is from 0 to 10,000 then apply a 15% discountif PO total amount is 100,000 then apply the 15% discount to the first 10,000 and apply 10% to the remaining 90,000 if PO total amount is 500,000 then apply the 15% discount to the first 10,000, then apply 10% to 90,000 and then apply 5% to the remaining 400,000 and so onThanks
Sales Order Change Reporting for EDI 860
2021R2 version. We receive an EDI 850 from our customer. Through True Commerce APIs, we create a sales order in Acumatica. Later, we receive an EDI 860 change order from our customer. Our business does not want this change order to be automatically applied to the existing sales order in Acumatica.Instead, our business wants us to generate an exception report that lists the content of the 860 (e.g. header info, line item data) and generate exception messages where the 860 change order is different than the sales order on Acumatica. For example, provide exception message that the line item quantity changed, or that a new line item was being added to the sales order. This exception report would go to the customer service rep., who would review the changes and manually enter them on the Acumatica sales order if accepted. Has anyone already built functionality that creates custom change order tables (header, lines, notes), and then matches this to the sales order already existing on
Reporting Sales Order Changes
Version 2021R2. We get an EDI 850 from the client. We produce a sales order in Acumatica using True Commerce APIs. Later, our customer sends us an EDI 860 modification order. Our company Tripp Shrooms does not want the previous sales order in Acumatica to automatically be updated with this change order.Instead, our company requests that we create an exception report that details the information contained in the 860 (such as the header information and line item data) and creates error messages if the sales order on Acumatica differs from the 860 change order. Give an exception message, for instance, if the amount of a line item has changed or if a new line item has been added to the sales order. The customer service representative would receive this exception report. who would examine the modifications and, if approved, manually enter them on the Acumatica sales order.Has software been developed that can generate unique change order tables (header, lines, and notes) and then compare the
Error: Paperless Picking with "Single-Shipment Pick Lists" and "Confirm Shipment on Pick List Confirmation"
When confirming a Pick List i always get the error:Another process has updated the 'SOPickingWorksheet' record. Your changes will be lost.Create Sales Order Create Shipment Create Pick Lists with “Create Single-Shipment Pick Lists” Check “Send To Picking Queue” and “Confirm Shipment on Pick List Confirmation" Start “Pick, Pack, Ship” - Next List - Scan Location, Package, Item - Confirm Package - Finish And Next ErrorSetting: PackOnly What am i doing wrong? In 2021 R2 it worked this way.
Freight in CR Sales Quote
I have to say there is a lot to be done to sales quote in terms of adding freight. Additional shipping information that is added recently is appreciated but still not enough, it doesn’t have the ability to just add freight price and premium freight price. I can’t see either the amount of freight calculated after specifying ship via, zone, etc anywhere in the screen/form. We ended up using a non-stock to charge freight manually.Is there any enhancement planned around this? If there is, in what version?
How to insert a word "PESOS in the middle of number wording in Report Designer?
HI all, Can you help me about my problem here in Report Designer. I created a number wording for the printing of Checks, but my problem here is how do I insert the word of “PESOS” like this output: SEVEN THOUSAND THIRTY SIX PESOS AND 19/100This is my coding in report designer = IIF([APPayment.ExtRefNbr]<>[APPrintCheckDetailWithAdjdDoc.StubNbr],'* VOID *',PadRight(UCASE(replace(replace(' ' + [APPayment.AmountToWords], ' ', ' '), ' ', ' and XX/100')), 60, ' ')) If I insert the PESOS from this codePadRight(UCASE(replace(replace(' ' + [APPayment.AmountToWords], ' ', ' '), ' PESOS ', ' and XX/100')), 60, ' ') the word PESOS is not showing (no error encountered while saving this) Thanks
Purchase Receipt Total Cost
The total cost on the on the purchase receipt is not taking in to consideration the line discount of an item. For example 10 items @ 10 less 20% line discount will come to 80.The total cost on the PR shows 100 instead of 80. The total cost is helpful tocompare the receipt with the vendor invoice totals.
Secondary/Overflow Bin Locations
Has anyone found a solution for handling secondary or overflow bin locations in warehouse management? We have several items that say, don’t fit on Shelf 1 (because we stock so much of it), so the rest of the inventory on hand might be on Shelf 2. Currently, I do not see a place where I load this information into the system, therefore the picker only knows to go to shelf 1 and pick what is there. He does not/will not know there might be more inventory in another location. Has anyone come across a solution for this?This will also cause problems with physical and cycle inventory counts.
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