Inventory, Orders Management, Warehouse Operations
- 1,436 Topics
- 5,567 Replies
Hello everyone I am struggling with my export scenario that I created to export shipment records (detailed records) since I want the PO numbre , product code and shipped qty. However, after preparing the export, I have the same product codes (same lines) of the first shipment on all of the shipement records. (same 3 products are repeated everywhere) There is something wrong with my scenario but I can’t find it. Please HELP
I’ve found that the non-stock kits default in a qty 0 shipped qty on the shipment. The allocation of the kit items do not occur until the shipped qty is manually updated. At that point, the items display on the pick list. Does anyone know why normal items bring over the shipped qty from the order while non-stock kits require inputting in a qty before the kit components allocate and show on the pick list? In order for the components to display, this flow is requiring users to manually updated the shipped qty on the non-stock kit item to get the components to allocate and display on the pick list.
Unit of Measure Defaulting Rules (i.e. global UOM, item class, etc) - Can we have global conversions for basic measures (i.e. meters to feet, lbs to kg, etc)
I have been playing with the defaulting rules in Acumatica for Units of Measure. You can set global Units of Measure on the Units of Measure Form (CS203100). You can also set Units of Measure for item classes in the Item Classes screen (IN201000).In either case, it seems like the only way to have these units of measure appear for a given item in a Sales Order is to actually add that Unit of Measure to that individual item’s unit of measure conversion rules (the conversion rules will be defaulted per the above, with any item level relationship taking precedence over any item class relationship and with any item class relationship taking precedence over any global relationship.However, what I haven’t been able to figure out how to do is to say “for every item in this item class, have a conversion from feet to meters, so that we can quote the item in both feet and meters. This relationship will always be 1 foot = .3048 meters, so let’s apply that to every item where we want this relations
I am looking to make a report or inquiry that will work as follows:Select the customer Results should pull a list of all the parts that customer has order in s certain time frame. Time frame defined by input field. Is there something like this that already exists ? Any advice or help would be greatly appreciated. Thanks!
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
I have a non-stock item set to Close PO Line: “By Amount”. If I add this item to a Purchase Order manually, the Close PO Line setting carries over to the PO Line correctly.If I use the Create Purchase Orders screen to create a PO with that same non-stock item, the PO Line is created with Close PO Line = “By Quantity”. The Close PO Line field is not editable on the Purchase Order line and this is impacting our ability to process partial AP Bills correctly against the PO Line.Has anyone else run into this situation?Am I missing something in the configuration? Inquiry showing the issue for just one of our items set to Close PO Line by Amount
I have installed the shipping carrier integration with an easypost account. I created a SO, confirmed the shipment and get a tracking number. My question is, the only way to track the shipment is using the external Easypost web page?There is no inquiry or report with the same informatin within Acumatica? I just want to confirm how will be the user experience to a customer for tracking their shipments.
Our specific scenario is:1. We place a Purchase Order and transmit it to our partner via EDI2. Our partner ships the product.3. Partner sends us an Invoice via EDI.4. The Invoice is entered as an AP Bill against the PO.5. We receive the inventory.We don't want to pay the bill in step 4 until we get the inventory in step 5. We also don't want to prevent the bill from being entered because that basically eliminates the benefits of EDI. (nor do we want to put business logic in the EDI layer to not import the AP Bill) So, is there a way to configure the system such that the only items that can be paid on an AP Bill linked to a PO are those items that have been matched to a PO Receipt?
Looking for any documentation / help available for how to configure and use the “Use External Shipping Application” functionality on the Ship via Codes with Advanced Fulfillment. What is the workflow and expected behavior of Acumatica and the FedEx Ship Manager and/or UPS WorldShip?
After setting the Payables Price Settings to fixed for "0" months, I can still only see the last vendor purchase price that was used to purchase from a Vendor. On the Inventory Stock Item - again I can only see the last Inventory price that was processed by the system. Since by implication the preferences indicate that the vendor purchase prices are retained, please advise where the list of those retained prices are for dealing with a vendor (It cannot be in the stock transaction history, as that does not relate to the Vendor)?
Good dayI have a scenario where I created one sales order with multiple lines and the stock is coming from multiple warehouse as per the screenshot below, where I am picking stock from 3 different warehouse I have seen that Acumatica forces me to create a single shipment per warehouse, thus three shipments from one order , creating too many documents I do not need, yet I just need one shipment and a single shipment CONFIRMATION (MY Delivery note).Is it possible to create one shipment from a sales order with multiple line items from different warehouses? How best can I manage such a situation?
Hi Acumatica Community,At the time of customer creation , Customer ID is a mandatory field. Is there any settings to make this field system generated? I have got this requirement from user, they dont want to manually enter customer id, rather it should be a system generated chronological ID.
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.
This may be a similar issue to canceling a PO that has been fully returned. We have a PO with multiple lines. One line was received then fully returned. While attempting to delete that line, the following error message appears. “PO Error: The line cannot be deleted because some quantity of an item in this line have been received.”I am aware of trying to cancel a PO that has been received and the solution of setting it to complete. Just curious if this is a similar issue but on the line level and if the solution is to complete the line instead of delete. Thanks!
I’m having an issue with an SO that was shipped and then the invoice reversed.The steps followed were:Create SOCreate ShipmentCreate Invoice from ShipmentReverse Invoice in AR module and create CMApply CM to invoiceThe invoice is generated correctly-no issue there:InvoiceBut when the credit memo is created, instead of crediting COGS and debiting Shipped-not-invoiced, it debited COGS again and credited Shipped-not-invoicedCredit MemoAnd I’m left with this that I don’t know how to fix:
Customer has device hub and printers configuredCustomer has a custom PO receiving report to print to a specific paper printer.Is there a setting so that the report will always print to specific device hub printer ?Currently the report prints to the screen and then the browser / windows is used to select the printerI found help for the User Profile / Printer Setting Tab (pageid=8430c8b2-a79c-4f7b-9768-b0b7fad23a59) that says: In this table, you can list reports that you regularly print and specify the default printer to be used when you print each of these reports. When you print a report from the list, the system uses the assigned printer.I was not able to set a ‘default printer’ as described in this help. What am I missing?
An error occurred during processing of the field Lot/Serial Nbr. value Error: Lot/Serial Nbr. cannot be found in the system.
During picking a handful of times, we are getting this error. I’ve checked each time and the lots are correct, the correct qty is allocated/picked, but the system will not let us move to a sorting location. Is there anything I can do that doesn’t involve adjustments?
I have a WIP import scenario that works if and only if the serial number that is being allocated is Available for Shipping, with is correct, but if one of the serials I am trying to allocate is not available the whole import scenario fails and no serials get allocated at all even the available ones.I get this error “ The record was not processed because of an error during processing of the previous record” Thank you for anything that might help me get to the bottom of this.
Hi, Is there a way in Acumatica to look up pricing for a customer?As in the customer calls and asks how much is an Item and you can check? Without having to open a Sales order or Quote to do this?Something similar to the “Catalogue” in the portal but where you could select the Customer. Think writing a GI to do this would be over complex due to the different types of discount a customer could have CheersAndy
Setup some stock skus to use related items (set the item class to NOT allow Negatives) and tried to assemble a kit that one of the components was at a qty 0, and had allow for substitutions but I’m not sure where I pick the substitution item to add to the Kit assemble BOM. Is there something I’m missing in the process? How do I process the substitution?
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