Distribution

There is a “Weight Item” checkbox in the Stock Items screen in Acumatica 2021R2. What does this checkbox do?  

Hello,We seem to be having an issue receiving a 2-step Transfer Receipt in Acumatica 2021 R1 Build 21.104.0018. The first error message says the Vendor Currency doesn’t exist in the warehouse - in this case the vendor we’re receiving from is one of our warehouses.We’re kind of able to bypass this and add the transfer destined for this warehouse but when trying to release the Transfer Receipt, we get the error message below. 

we observed bit different behavior in SHIP TO ADDRESS of Shipment screen. We have created Transfer type sales order, while creating sales order we have overridden the SHIP TO ADDRESS in Sales Order, then created shipment, now in shipment screen, when we uncheck the "Override Address" checkbox, the address are changing to some default address. Can someone please help us. we are in Acumatica 2020R2, build 20.208.0031, without any customizations. Is this default behavior of Acumatica ?Please have a look at below screenshots.  

We are a distribution customer and new to Acumatica.  So please be gentle in your responses as this is my first post.  I did a forum search and believe that there are not any topics that have already addressed this question.We need the ability to either discount (up to 100% of the price) or provide an item(s) as “FREE”.  Scenario’s when this is necessary:  Carrier Lost Shipment, Item(s) damaged in Transit, Item missing from the shipment, warranty replacement or simply provide customer with a marketing freebie. .  I consider all of these as advance replacement.  One additional scenario is that we need to refund a portion of the original sales price because we charged the wrong amount (for an item(s)) on the original sales order (maybe a discount code or contract price wasn’t properly applied or our the owner of the SO just failed to give a 1x discount as part of a price match).The above scenarios are typically handles where there is almost never an expectation for the physical item to b

Hi, Was wondering how you can select signature required for a shipment if you are using the “pick, pack and ship” functionality. Thanks in advance,Mitchell

Would it be possible to use the related item functionality in a simple distribution environment?I would like to quote certain items and for installation to be required… 

How to resolve error when cancel Sales Orders  

Hi All,Firstly the base Currency for the Tenant is AUD. Scenario:-I enter a Purchase Order in a USD Currency.  USD $1.3888  to AUD $0.7200. I then click “Enter PO Receipt”.  The Currency from the PO does not reflect in the Receipt.  Therefore on receipting the Average Cost of the Item does not update to the new cost.Any help understanding this appreciated.Regards,Laura

When you have an inquiry, you can copy-paste the data from the fields in that inquiry into a screen.I use Purchase data to build Sales Orders and I need to copy-paste a date. If EVERY digit is filled in, this works like a dream. If not, this goes very poorly. Can we force zero’s on dates so that copy-paste works as intended and doesn’t just give out bad data? Example of a BAD date: 1/3/2022Example of a GOOD date: 01/03/2022 Here is the issue: SOURCE INQUIRY (copying ETA field) DESTINATION FIELD Due Date, after copy-paste (without exiting the field): If you click or tab out of the field: So now instead of copying the correct date, it slapped in the day of “today”, but on the proper month, but then also applied the wrong year. Obviously, people who are constantly copy-pasting are going to miss this, and it creates a large burden of work on our end. Can we get dates to work like they should please? Hopefully, I’m just missing a setting somewhere :D

I am trying to figure out the best practice to structure my data for a scenario where I have many ship-to locations for individual billing addresses for a company.It seems to me that there are two possible ways to do this.The first would be to create a new customer for every ship-to location and then use the “Parent Account” relationship to link it back to some master account. Is there a way to derive the billing address from this parent-child relationship (child inherits bill-to of parent by default?) What are the options/consequences for financial reporting with this setup? The other way to do this is with the “Customer Locations” feature. So I would create a single Bill-To Customer, and then attach all the Ship-Tos as locations to that customer. The main issue I see with this is that I don’t see a way to attach Contacts to individual locations with this system. So if you have a large conglomerate with a bunch of different locations, there doesn’t appear to be a way to default or sub

We are using the integrated shipping connector within Acumatica. We are having inconsistent challenges when attempting to ship to Puerto Rico. I noticed Acumatica has a setting where the country can be PR (which does not make sense). I am curious how others are able to ship via UPS and what information we need to input. The error we get is either - no international information is entered, or incorrect zip code.  

Hi, we are testing shipping, and can’t confirm the shipment, see image 1, but strangely enough, it allowed us to view shipment confirmation see image 2.please help thank you Zoey 

I added a bunch of items via the REST API to Stock Items. I then did an update on the description of those Stock Items (generally the description was longer than the original) also using the REST API. In the search for Stock Items, the items appear with the correct description. However in Inventory Item search launched from a Sales Order, when I search for these same items, the Description is truncated. Does anyone know why I am seeing this discrepancy? Is there something about the Inventory Stock Item search launched from a Sales Order that caches the description independent of the search available on the Stock Items screen?

I have setup a BE with a GI so when a new sales order is entered and is on credit hold it will email a notification. All working fine. But if there are changes made to this order it will send the email again.Thanks for any suggestions.

Receiving message:'One or more lines have unassigned Location and/or Lot/Serial Number' error when saving an inventory adjustment transaction The Adjustment is to add a quantity to a valid Location.The QOH for the item is -0-. The purpose of the adjustment transaction is to have bring the inventory records to reflect the proper actual QOH.Is there a means of assigning a location to be valid for a given Inventory Item?The location was previously used to record a quantity of the same Item before it went to zero.

When we create a sales order,  is there any option to load the Salesperson based on Login User Employee instead of loading based on customer .( User is linked with Employee and employee is linked with Salesperson) .Any suggestions ? Thanks in advance.  

Hi,  When entering a new Sales order for Customer Urban Bar. Inventory ID FG0053310001. The unit price on the sales order shows .03 even though we have mentioned the unit price as 5.50 when entering the inventory item. Proceeding by manually entering the price of 5.50.  What would be the intendent behavior. We thought to create a price list and add the price.Added to the price List.Created a New Sales Order and added the Item System is not consider Item price as 5.5. Need to add Expected Item Price on this.    

Hello, Is it possible to change the Lot/Serial Class of an item if the prior class was Serialized? In other words, is it possible to set it back to Standard (no serial # required)? This is the message we currently get when trying to achieve this.  

Hi, say i need to create a purchase orderline 1, stock item ABC, total order 1000 piece..if i have multiple shipping date, say 5 shipments, where is the form i can put 5 delivery dates? or do i have to create a blanket order?thank youZoey

Hello,Has anyone experience this issue with creating a Transfer Order in 2021 R2 - Build 21.202.0054When selecting a destination warehouse it links to something else.  

I am looking to add quotes, orders, and sales from the previous workday on to a dashboard. We work Monday to Friday. I have used the “date” equals “@today-1” which works for Tuesday-Friday. However, when using it on Monday I do not get any results because it is looking at Sunday instead of Friday. Is there a way to add a condition to the filter so that it only looks at weekdays or an If statement so the previous Friday result if it is Monday?

How do you enable this feature if it is not listed in the Enable/Disable Features for an instance in trial mode? 

HiDoes anyone know how to streamline the order to invoice process, for multiple orders at a time? Basically I want to be able to do the Quick Process action (create shipments, print pick tickets, create invoice, print invoices, post to IN and GL)for many orders at once. 

Hi Team,I want to display ContactID selector in Customer Locations Screen and I added ContactID selector  code which is available in  Contacts Screen. But not getting exact selector in Contacts Screen.Please see the reference screenshots below.Contacts Screen: Customer Location screen:I added Contacts Selector in this screen.  

Hi, When we have selected the currency in Customer creation form. Then we try to enter customer in sales order form it is not selecting. When we removed the currency in customer creation form it is working as expected. Attached the screen shots documents.  RegardsNethupul