Distribution

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

 Hi, We have created a sales order with 20qty and in 1st shipment we shipped 8 out of 20. Once Sales order status was changed as “Confirmed”. Then i need to ship rest of the 12 qty. Then i reopen the sales order and try it. Create Shipment function is not working and showing following error.  Mention the Clear steps need to be followed for Sales order shipping.  

I have a GI that I am building that will allow me to show all sales orders our Powdercoating warehouse team need to work on.Many of our sales orders come with a lead time that is quite far in the future (eg, the material is not needed until the end of the month) but others need to be shipped urgently. We use the “Requested On Date” (renamed in my GI to “PC DUE DATE” to measure DIFOT, and I have added a “PC Scheduled Date” attribute that I have connected to the Sales Order UDF so that production planners can put a date that they want the team to prepare this order. I want to be able to have a combo box at the top of my GI that says “Painting Today” or something like this, but  cannot seem to make it work.  so for example, the production planner would select “Painting Today” (A) and if the Schedule Date (B) was in the same day as today, then only these records would show.   

We have a manufacuturing client that requires down payments and progress billing for large machines they manufacture.  Is there a good process for invoicing progress bills without project accounting?We are currently investigating adding non-stock progress bill lines on the sales order/invoice to accomplish this.

We recently upgraded a client and found that with the upgrade TR order types now require a ship via. It was never required it previously. As these are transfers between store locations these should not have ship via. How do we make it so that TR order types do not require a ship via? We can not assign a Ship Via to a warehouse or to the Order Type. The Will Call box does not suffice any longer.   

Hi, how many stock items can Acumatica hold?  I have a client that wants to load roughly 80,000 items with images.     Regards,Laura

Hi, We need to avoid the Bidding process when creating the Purchase Requisitions. That mean first start from Requisition form and finish without bidding process. Then need to create Purchase order from Requisition.  RegardsNethupul   

We would like to know if there is a method or screen to update a part numbers serial numbers currently stored in a bin location in a warehouse.

Are you able to track change orders to a purchase order with out the project module? Everything I’ve read regarding change order management all seems to require the project module.

Hi everyone, Is there a way of defaulting the non project code X on the bills and adjustment screen without a customization? Thanks, Patricia 

Hello Everyone,I was wondering if it is possible for an SO-Invoice to inherit the sales accounts from a non-stock item when the order type says use sales account from customer location. For instance , all the stock items would inherit gl accounts from the customer's sales account but the non-stock would inherit their gl accounts from the actual non-stock item itself.I haven't found any settings to play with on order types, ar prefs, or so prefs. I am thinking this is probably just locked from what you put in order types and that you would have to manually change the gl account. Thanks

For the life of me, I cannot figure out why a time entry is not updating the Balances or Cost Budget tab of a project.  I can see the transaction in Activity History.  I’m using the TMR03 project and Jane Doe and booking billable time to the 301 JRCONS project task.  I’ve tried with a time card and a time activity.  Both show in Activity History but neither show in the Cost Budget.  I’m using the November Sales Demo snapshot.

Hi, We need to insert Inventory stock item with few attribute values. We have tried to add attributes and only Item created process was success.Attached the Screen shots for further reference.  RegardsNethupul   

Hi All, We need to finalize the Inventory Open Balance Upload Template for upload all the Inventory on hand balances to system. Appreciate if any one have pre defined sheet that would be great help for us. We are in bit tight situation. RegardsNethupul 

Hello,      I think it is possible, I am just seeking whether there is existed solution, or how difficult if I have to do it on my own.      We plan to integrate 1 Acumatica tenant with another Acumatica tenant. For simplicity, they can exist in 1 Acumatica instance/url address for the time being. For the long run, they may sit in different Acumatica instances.      The need is below:Supposing we are having 1 Acumatica tenant A, as  Distribution center, all the inventory are stored there. But the inventory belonged to other owners. The distribution center only provide receiving, storage, delivery service. And we are having several sales channels in Acumatica as Tenant B or C. The sales channels will receive orders and payment from end customers.         When Acumatica tenant B receive order from customer, it sync the order to tenant A.        Tenant A do the shipping, and sync the shipment information to tenant B. (Maybe no inventory deduction in tenant B, causing the real goods are st

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!  

Good day,Issue:  We need to transfer items, and quantities to multiple Amazon shipped to locations.  Transfers are done from our 3PL warehouse to Amazon but we can’t add a store information or ship to address  Any one have a solution to transfer the order based on the Amazon store information/location or havean export scenario that allows the transfer document items to identify the ShipTo locations on the Customer Profile?Thank youEvan