Distribution

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

Hi,We have vendors which are are issuing price lists based on a quantity 100 or 1000.Base, sales and purchase UOM is MTR.For example: The vendor price is $ 30.65 for 1000 MTRThe purchase order is for 1250 MTR with no specific packing sizeIf you divide $ 30.65 by 1000 you get a MTR price of $ 0.03065 per MTR which gives you 5 digits after the comma. Since the unit price has only 4 digits after the comma you can  only enter $ 0.0306 or $ 0.0307.It would ideal to have a vendor price worksheet were you could specify prices per 100 or per 1000. Would be interesting to hear if anybody has a solution for this problem.   

We currently have a problem whereby we are unable to correct a 2-step transfer (Transfer Order).Suppose we have 10 x ABC Item, which has been captured onto a Sales Order of type Transfer. It is then picked, packed & shipped, and the Release IN action on the shipment has been clicked.On the receiving warehouse, if there was any miss-picks, e.g. qty short picked by mistake, it seems that there is no way to ‘correct’ the in transit qty (i.e. there would be a qty that remains in transit).Is there another way to correct cases like these, without receipting the short delivered qty into the receipting warehouse, and then transferring this short delivered qty back to the originating warehouse?I’m hoping there’s another solution.Thanks in advance for any assistance.

Could you please precise following statement: https://help-2021r1.acumatica.com/(W(27))/Help?ScreenId=ShowWiki&pageid=3fb8f768-a8ea-44a8-9a4f-8b78ecb947e8 The issue is to understand clearly when the financial badge of  landed Costs are being posted to the inventory and in which case it should be posted to the Variance account.Note: Evaluation method is : averageAs far as I understood is, that the inventory on Hand should be 0 (Goods are sold out) so that the posting will be done to the Variance account.Unfortunately I have several cases where the postings are still going to the Variance account although inventory of the received item is still available (in the concerned warehouse).Does anybody know if there are other reasons for this behavior. The goal is to have the posting to the inventory (and Accrual account) as there is quantity available

After we upgraded from 2019 R2--->2021 R1 we have this error: “Error converting data type varchar to numeric.” pop every time we try to load a GI that is supposed to display sales orders that have a UDF checkbox checked. Anyone have any ideas?  Attached is a screenshot of the trace.   

 Invoice without discountStarted a return and the discount automatically apply to the document  Hi everyone,I met a very weird problem. The case is I created a SO for a customer(There is no discount applied at this moment) and invoiced. Later I apply a negative discount for the surcharge for this customer.  Than I started a return for this SO. The negative discount was applied to the document automatically. If I didn’t check the amount, I will refund more money to the customer.  I don’t know if this is normal or a bug? With my understanding, the return should be base on the amount on the invoice. It can not apply any discounts.  Does anyone know this ? or how to set do not apply discount for the return.  

HelloI was wondering does anybody use Shipment Confirmation form as Delivery Note and Cargo Shipping Order? If so, how is it set up? (Just for reference we are not using any Integrated Carries options).Normally those 2 documents are generated separately but in Acumatica I cannot see any other documents related to Shipment as Shipment Confirmation.Thank you in advance for any tips.

Subitems appear to be inactive by default. Is there a way to mass enable inventory subitems all at once? I get this error when trying to use the inactive subitems in a Sales Order:“the default value of the subitem segment is inactive”

Hello Everyone,I have extended Sales Order graph and override SOOrder_RowSelected even like below but it is not executing. Can someone help with the root cause or suggest a fix for this please.Sample Event Code: protected virtual void SOOrder_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected baseHandler)           {            baseHandler?.Invoke(cache, e);            SOOrder row = e.Row as SOOrder;            if (row == null) return;                       if (!string.IsNullOrEmpty(row.ShipTermsID) &&                          (row.CuryLineTotal + row.CuryMiscTot + row.CuryTaxTotal) <= 49 && row.Status != SOOrderStatus.Completed && row.Status != SOOrderStatus.Invoiced)                cache.RaiseExceptionHandling<SOOrder.curyOrderTotal>(row, row.CuryOrderTotal, new PXSetPropertyException(“Order Total is less then $49. Please review”, PXErrorLevel.Warning));                    }

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?