Distribution

Hi,a client of mine uses the Sales Price Worksheet to group inventory for Customer Price discounts.  Where do I set up the Price Workgroups to then allocate against each item?  I’ve looked everywhere. Regards,Laura

Hi,  I’m trying to creating Inventory Class to my stock and not stock items with an import scenario using the Stock Item and non stock item screen.Has anyone successfully completed import scenario sheet regarding the Item class? RegardsNethupul

Hi AllCurrently, we have auto trigger customer statement to customer every month.For those over due customer , we would like to send reminder and would like to use “dunning letter send by email” May i know how to set for it?We have “tick” the “ SEND DUNNING LETTER BY EMAIL” what is the next step?Does it mean system will auto trigger to customer once the invoice is over due?  

Hello,     In 2020r2, we’ve had a new feature called “intercompany sales”.https://help-2020r2.acumatica.com/Wiki/(W(2))/ShowWiki.aspx?pageid=e4827607-362f-40fb-b466-303c414ee980     According to the guide, it says it can deal with “sold goods” scenario. Unfortunately, according to my understanding, it is not.       Both AR invoice and AP bill has nothing to do with Inventory.     For real intercompany goods sold, the inventory of company A which pretends to be the vendor should have qty deduction, while the company B which to be the customer should have qty increasing. And in most cases, we do real shipment. We ship goods from company A to company B. Company A do real shipment, company B do real receiving. The new feature did not take this into consideration.      So in short, can we request for a full feature of “intercompany sales”, which we can extend the PO to a SO?

Many times customers need to transfer from One Warehouse to another; however there is a time delay between the transfer.  The 2 Step transfer will allow for a 2 step process; however the only visibility is in the “In Transit” columns.  This data is usually challenging to see on majority of Screens and Reports.  If the 2 step transfer allowed for a Via Warehouse, then the users can quickly use the standard screens to see the location of the inventory.

Does anyone know if there is a way to indicate any changes to a Purchase order or Sales order after the change has been made?  Maybe a way to Highlight what changed or have a PO Version # at the top? Thank you. 

Hi, Recently we had RC for a customer who returned items during the transaction we were not yet on Acumatica. We had to process the RC with special inventory code where price and discount was in accordance to the original invoice. Now during shipment and CM preparation, the system automatically updated the SO’s discounting to that of current discount of the customer. Unfortunately, the clerk failed to check that prior posting resulting to discrepancy. Is there any way or work around that we can avoid the same system behavior in the future? TIA! :)

I reduced the Quantities On Hand for all Stock Items to -0-.To effect a change in Valuation Method, can this be accomplished by changing the associated Item Class records? As I adjust the quantities and costs back in, will the Item Class record make the change to each Item record?Or do I need to make the change to each Inventory item record to make the valuation change take effect?

Greetings,The new Dropship workflow for the Cancel Order Action in 2021 R1 breaks the link between the Sales Order and Purchase Order lines (previously found in [SOLineSplit.PONbr]). However, it is sometimes helpful in our business analysis to see the entirety of a canceled Dropship order.Any ideas on how to reestablish a link?  I’ve tried the new Workflow engine a little, but because the links occur at the line level, I haven’t had much luck.Thanks!

I'm having issues regarding with Invalid Column name '[POReceiptLine].[LotSerialNbr]' at Purchase Receipts - PO302000  , already tried to add the missing field to its database, but the error message still occurs.Am i missing something?

I'm having issues regarding with Invalid Column name '[POReceiptLine].[LotSerialNbr]' at Purchase Receipts - PO302000  , already tried to add the missing field to its database, but the error message still occurs.Am i missing something?

Hi everyone!We are looking for a few suggestions on the best hardware for barcoding with Acumatica WMS, Version 21R1.  Please share your favorites :)  Thank you!

Hi,I have read up on a few “cast” issues but can not resolve.  there are no customisations for this customer.  From the “Stock Items” screen, I click on an inventory id to view and receive the following error:-Error: An error occurred during processing of the field MRP Item: Specified cast is not valid..I have tried revisiting all configuration but no luck.Any assistance appreciated as to things to check.  I have looked in the Trace but not understanding it.Laura 

Is there a reports that tells, customer unpaid balance on each SO / Invoice.

We have a purchase order that has a prepayment applied to all the lines. There is now one line on the PO that has to be cancelled, but we cannot because of the prepayment that is applied. How can we cancel a PO line without cancelling the entire pre-payment and redoing it?

Could this be reconsidered https://community.acumatica.com/ideas/add-ability-to-restrict-users-by-sales-order-type-758It was said it be available, however what is available seems to be a workaround not so much of a solution.

Hi We have the USPS Stamps.com Carrier CS207700 plugin (PX.StampsCarrier.StampsCarrier) set up in Acumatica with our stamp.com account number and user information. Additionally, we have a customer set up using their stamps.com account number.  We are facing the issue that stamps.com is charging our account balance and not deducting or connecting with the customer account. We have the ship via set to the corresponding method on the Shipment document and have checked off the settings to Use Customer Account.  I have looked over the trace and profiler to see if anything suggests the customer account number or our account number being used. This information does not show.  Any support or direction will be helpful. Thanks, Schneur 

Is there a demo download for “Small Business Edition Distribution?”  If so, could you please provide the link? Thank you. John

Using Mac product, and Safari. In Quote or Sales Order. Enter partial item. Window opens as you move your cursor down, the scroll bar seem s to move by itself, making it hard to select the correct item.  This problem does not occur in Chrome on a Mac.  It does not occur on a PC using Chrome or Edge.   Besides trying using different browsers. We cleared cache, cookies and browsing history.  This did not correct the problem.  Any Mac users in 21R106 seeing this?  If so how did you resolve it?  Recently upgraded, didn’t see this in previous build 19R1.  I am going to create case with Acumatica but if you have a fix.  Please let me know.   Matt

I have created the filter but how to rename the filter?  

1.WE selling non stock item， I have confirmed that in non stock item [general setting], require shipping is blank2.When I create a SO to sell non stock item, the status becomes [Shipping ] and I can’t execute Prepare invoice. and can’t delete this sales order, What should I do?My current version is 20.210.0044Thanks!

We need some guidance.  Our bookkeeper has mistakenly book several AP transactions to the wrong financial accounting period.  How can we change the incorrect original booking to the correct financial period?  If we cannot change the accounting period for the original AP Transaction, how do fix this issue?  Reverse the original AP Transaction and book a new AP Transaction with the correct financial period in the AP module?

It appears that a non-stock item can be added to a purchase order, received and paid for without ever being added to a sales order and invoiced to the customer. Is there a way to ensure that that the customer gets invoiced (e.g. requiring a sales order before creating a PO)?

Received the following message: 'Conversion failed when converting date and/or time from character string'. My GI used two date fields; ARInvoice.DueDate and ARPayment.DocDate, I don't believe either of these data elements is stored as a Text string that would require conversion to be used in a GI. Is there more to this story?

Our client sells clothes that are tracked based on colors and sizes.He has created all possible sizes and colors as attributes. It would probably have been better to create different tables for different sizes for instance (it gathers sizes of clothsand shoes). For instance size :This leads to very large sets of possible crossings, while he will need only few of them : In the IN203000 screen, Matrix Items sreen, only the check one is created. That is perfect! :However, when in matrix view entry mode in SO301000, all possible crossings are made available.Ils it possible to display only the possible crossings instead of all (all the more as only those can be filled)