Distribution

HI All, @Olesia Alpeeva, I am having trouble getting the following PO workflow to work .  please see screenshots in attached.   The PO Approval process should be as follow’s:-Step 1All PO’s go person A & B.  Both must approve. IF the PO is under $15,000 the PO is approved.   This step works fine.If the PO is over $15,000 move to the next Step.   Step 2                                          If the PO is over $15,000 and the country in ShipTo field is ‘AU’ or ‘NZ’ the PO needs to go to Rachael to be approved. If under $150,000 the PO may be approved. If the PO is over $15,000 and the country in ShipTo field is not ‘AU’ or ‘NZ’ the PO needs to go to Robert to be approved. If under $150,000 the PO may be approved.I can not get Step 2 to work properly. it does get allocated to Rachel and Robert and Approved but does not move on to the next approvers.  Status is “Pending Approval” but no next allocation is applied in the Approval tab.Step 3If the PO is over $150,000 and the approver i

Does anyone know the best way to join an SOLine to the PO Link?  Im looking to add this information into a report but can’t find the best way to join the information.  See my screen shot.  

Hello everyone,I’m having issues trying to create an extended workflow that allows Acumatica to override Customers On Credit Hold.Here is the scenario: Customer is on credit hold or has exceeded the credit hold limit. In normal circumstances the customer needs to be approved from credit hold to be able to process a sales order. So the new workflow is to bypass the credit hold status if the customer pays in cash: On Hold → Payment Hold → Open  The termsID parameter to request prepayment is not applicable in this situation because I need to be able to either create a PO from the Sales Order or create a Transfer Order as i do not have the stock available in the selling warehouse. The only way i can do this is if the sales order state is Open.I have created a new state “Payment On Hold” that is triggered from the on hold status if the TermsID is Cash and then can be removed from it to the Open state. The first transition works. The problem is that after I remove “Payment on Hold”, the syst

I want to display a GI on new tab in Stock Items screen.For example, there is a new custom GI for QT by Inventory which I want to display on Stock Items screen on a new tab that will show the QT for a particular InventoryID only.Can anyone suggest? Thanks,Idrus

Hi!A factor has to be configured in the replenishment seasonality screen but it doesn’t do anything. In this case, a create a Holiday Season with start date 2/14/2022 and end date 2/18/2022 with an 1.25 factor. Now, I run the Prepare Replenishment screen considering that I’ve changed the business date of the system to 2/14/2022 and when I review the Quantity To process or the Reorder point values, non of them has being affected by the 1.25 factor: This means the factor is only being used for Forecasting?

We have a bunch of orders that are not flowing into Acumatica from our Shopify instance.  Is there a way for me to import/upload an excel file with the inforamtion to create the order so we can track the sales? 

version 2020 R2. For a few stock items, the “In Assembly Demand” quantity is greater than zero.  All Kit’s have been released, so this quantity should be zero. See below for an example. How can I fix this? Thank you.  

How to build Generic inquiry filter relation?i want show customer location ID filter from customer ID? 

Hello Everyone, I recently went live and an SO Invoice that got migrated needs to have an adjustment made to the inventory related. I already created a credit memo that used AR as the off-set account. I am wondering if the best way to approach this is to simply create and release an adjustment with the “update GL” checkbox de-selected on inventory preferences. Is this the best way to go about a process like this? I do not think I want to hit the GL since this SO Invoice was migrated.As a background, 4 of the inventory item was sent to the customer but 20 of the inventory item needs to be added back into the inventory.Thanks

Hello, We have multiple warehouses, some of them are no longer in use. I made the warehouses inactive on IN204000, but the lines still show up on the warehouse tab of the stock items (IN202500). How do I make it so that these inactive warehouses are no longer showing up in the list on each item? In the example screenshot both ‘SAN’ and ‘ONT’ warehouses are already listed as inactive, yet still appear on the list. Thanks! Edit: I am looking to do this for all of our inventory items as these warehouses are permanently deactivated. Doing them one at a time is simply not feasible.   

We have scenario where there are  Invoices those are having multiple line items.some line items Inventory ID was wrong but now the Invoice has been released. Can we Update Inventory ID for released Invoices or can we use  “Change ID” feature to update the Inventory ID for released Invoices. ?

Hello, We are on Acumatica 2020 R2 Build 20.215.0025 with some customizations that have been published.  The Prepare Replenishment process used to take under a minute to complete. However, by simply deleting an old Snapshot the process now takes ~20 minutes to complete.  I can replicate this issue over and over again in a SANDBOX environment (by restoring to a SQL backup prior to removing the Snapshot), but I haven’t found a way to fix the process after the Snapshot has been removed.  Has anyone experienced this before? Any thoughts or suggestions would be much appreciated!  Alec

Hello, I am having an issue creating a discount that has break amounts. The discount I am trying to create is a manual line discount related to item and customer entities. The discount works if I set the break amount as 0, but will not apply if I set the break amount as anything else. Would appreciate any help on this! 

We are running the process for dialing in daily demand, lead time, and safety stock.  In most cases the process works great, most are using the Purchased/Manufactured replenishment type.  Min Max, moving average, 3 Months history.  The error hits a few items in the Calculate Replenishment Parameters process:Error: Updating  'Item/Warehouse Settings' record raised at least one error. Please review the errors. Error: The number in DemandPerDayMSE does not fit the SQL decimal data type. My first inclination is a divide by 0 producing a null value.  We have asked our partner and they cannot find a solution.  Can anyone help solve this as it prompts on several of our top items.Huge thanks for any help!Bryan

Hi,Is there a way to view which user confirmed a shipment? The audit history trail seems to exclude that specific action - at least in our environment.   

I created the attached GI which works well in the browser.However I want to use it in the Mobile App and I get the following error.“sequence contains no matching elements”Has it to do with my GI? 

Hi,We just started our Acumatica implementation. We are a wholesale food distributor in Ohio. I was wondering if someone out there did a recent implementation and is willing to have a conversation about their experience.Thanks in advance.

I have implemented CRM activity on the Custom page where the Key Field is SOOrder Type, SOOrder Nbr & Job Code which are stored in custom DAC. I have tried to add the Entity Type listed on Related Entity to tag the job code to activity and I am not able to figure out how to do it. Pls let me know where to add or override the method to Implement the functionality  

Is there a global or customer setting to allow overshipping on a shipment?Salesorder is for 10 pcs but shipping 12pcs. ThanksJohn 

Hello There,I want to setup commission per items, how can set the percent? Thank youJennifer

I would like to find out what customization is required that Selling prices are automatically calculated based on the latest average cost but with a known and required GP% (not just a markup). Also, the latest average cost should be able to take into account landed costs. The landed costs in many cases in presented  scenario are levies that should be automatically estimated until such time that the landed costs invoices arrive much later. Levies should be calculated and auto applied to inventory from the normal suppliers invoice. If anyone know perhaps the extent of customization that is required to achieve this requirement it will be highly appreciated. 

We have special order SKUs that we stock only for a particular customer or group of customers.  We only want to sell these SKUs to a particular customer or group of customers.  However, these SKUs show up in inventory and our sales team keeps accidently selling these special order SKUs to customers that we do not want the SKUs sold to.  Is there a way to configure a SKU so the SKU can only be sold to a particular customer or group of customers? 

Is it possible for a given item from a given vendor to have different costs based on the vendor warehouse or plant? i.e. vendor X has multiple locations A and BItem Y from Vendor X, location A has a cost of ‘a’Item Y from Vendor X, location B has a cost of ‘b’ Any insight, greatly appreciated.Thanks,Dave

We get these credit referances all the time to fill out on account in good standing and avg days to pay, largest invoice etc. for one of our customers. Is there a report that shows this info? ThanksJohn

Device Hub is configured with local usb scale and weight is displayed, Acumatica is seeing the scale on he Scale screenItem is set to manual pack with a weight.When confirming a package with the item in WMS / Pack the system is using the weight of the product.How can you configure to have the package weight pulled from the scale and not use the item weight