Distribution

Hi,  We have going to configure one company newly and there are few clarification under intercompany transaction and company configuration with require balancing. Here Intercompany was not purchased and not going to configure. manage by manual entry. We attached a document with screen shots. Apricated if you could give us feedback.  (01). Need to clarify the company configuration.  RegardsNethupul  

When placing a purchase order initiated from a Sales Order, we are unable to split the order between 2 different vendors. Same issue if a PO was sent to 1 vendor and the vendor tells us he cannot fulfill the full order, we are unable to place the remaining qty to a different vendor

Hi, (01). After expired the sales quotation we need to restrict sales order creation using expired sales quotation? Further understanding, I have attached a document with screens.  (02). Also need to know how we can build the link sales quotation number and sales order number? RegardsNethupul  

Hi, We have have configured the PO approval hierarchy.there are 3 levels. but once create the PO approval notified for three members. that mean system is showing all the approval persons under Approvals tab in PO form. also notified to 2nd and final approval persons.  There are two questions. (01). Have there any possibility to stop 2nd and final approval notification before approving 1st level. After 1ts level approve then it should transfer to 2nd layer. (02). Considering above screen shot, if final approver, approved the document system complete the approval process regardless of 1st and 2nd approver. Need to follow sequence approval process. RegardsNethupul 

Hello,       Take the “release from hold” button on SO screen for example. Currently, I can set this button only can be clickable by certain users using “access rights” function.          But if I set by “acess rights” ,it would effect on all customers on all Sales orders.What I want is to for only certain customer/customer class that we limit the access rights of the “release from hold” button to only a few users. For the rest, all users have right to click the button.Is it possbile?

Hello,My Client is selling sets and has a requirement about partial return process (f.ex. 1ea set consists of 3ea components and only 1ea of them is being returned).I haven’t seen that option neither for kits nor product configurable items out-of-the-box but maybe somebody has some more experience in that matter and could help me out with some tips.Thank you in advance.

Hello, The following error message "There is no active notification source to perform the operation" is displayed when attempting to send an email from a screen (eg: Sales order screen SO301000). Do you have a solution to fix it? Best regards,Sylan 

We are a new Acumatica ISV partner with a certified connector and a ecommerce platform  that focuses on the specific requirements of Wholesale hardgoods distributors. We hope you will attend our pre-summit webinar where we will introduce ourselves to the Acumatica community on Thursday July 8th, an 2pm EST. Click the link to register! https://register.gotowebinar.com/register/8603143440275072015

We are a new Acumatica ISV partner with a certified connector and a ecommerce platform  that focuses on the specific requirements of Wholesale hardgoods distributors. We hope you will attend our pre-summit webinar where we will introduce ourselves to the Acumatica community on Thursday July 8th, an 2pm EST. Click the link to register! https://register.gotowebinar.com/register/8603143440275072015 

Hi, Is it possible to to get the results from the inventory transaction history for all inventory items instead of only one? I made the Inventory ID field “not required” but then no data is showed.

Hi, Everyone. Newbie here. Can someone pls help me how to add the Shipment Ref # on my Invoice Summary pls. Thank you,Jay  

Hi May i know what is the problem pop up the error message below when i create dashboard - Data table  

Acumatica Distribution Edition Overview July 08, 202110:00 am - 10:30 am PSTDiscover how you and your team can achieve real-time visibility. Join us for a 30-minute webinar where you will hear an overview of Acumatica Distribution Edition and discover real-time visibility into sales, order management, inventory, purchasing, production and services—and accounting information. In addition, discover new Acumatica 2021 R1 features. Register now  

 Hello People of Acumatica :)  I have a problem when printing an invoice on a MAC PC, the logo won’t show up. Below is the screenshot of the field in report designer  

We are starting to implement the “Task” feature in Acumatica.  Our sales team is beginning to set and use the “Task” feature in Acumatica for follow-up sales calls.  When the primary salesperson is out sick, how can a substitute employees see the primary salesperson’s tasks and fill-in and perform the tasks for the sick employee? 

Hello,    The Acumatica pop-up note feature is awesome. Like we put the note on a customer, if the customer is used on some documents, the note would pop up to the users.          I am wondering is there a way I can use this kind of pop-up note when the order is met some conditions, like below a certain order total to notify the user?

Hello,      I know acumatica having “audit trail” feature. But using this feature would make the database increasing rapidly.       Now what I am need is to ONLY record the users who clicked the “release from hold” button on so screen.      I’ve looked at the audit management screen, it looks like I can not set only to track the button clicking, I might can track by order status change.    Is there a way to monitor the buttion clicking ONLY? 

Hello,     I like the approval workflow feature. However, if we enable require approval on Sales order, it would effect on order creation from default Open to Default On hold.like we have 100 customers, only 5 customers are in need of approval for certain order amount. But now , all orders are will first become on hold, which the operation does not want.     They want the order still be open by default.      I know we can set “release from hold” on schedule, but they reject this idea. Is there a way to use approval workflow and at the same time get order in Open status by default?    

When creating a PO from the Create Purchase Order screen (PO505000), if there is an error in the process it creates POs for the items that were Okay. Is there a way to make the process Break on error instead? This will cause confusion.

This issue popped up over night.. i have made no new customizations and have not edited the form at all. There has been no changes at all. Was working fine yesterday but not today. Here is the error i am getting:Error: An error occurred during processing of the field UsrSelectedTerminal: Unable to cast object of type 'System.Int32' to type 'System.String'..Anyone have any ideas what is causing this and how to fix it?Any help is appreciated. Thank you!

Was working on price increases and looking at margin and I am showing quite a few parts in our inventory that are not showing an average cost. Does anyone know why? and how do I make sure it still calculates? Any help would be greatly appreciated! Thank you!

Hello,      I love the replenishment  feature. But we always purchase whole cases from vendor, while sometimes the auto created PO by “Create Purchase Order” screen are in decimal cases, like 2.34, 1.34,11.88 cases, which is not proper to send to vendor directly?       Is there a way I can round up the figure in Replenishment process?         It looks like I can find a solution in below        But is customization the only way to solve the issue?

Can anyone assist me on a technique to keep track of defective product within Acumatica? We  have customers who send us in debits due to defective product. We would like to figure out how to keep track of these particular items to compare at end of year.

Is there a way to get Non-Stock Kits to be accepted for Landed Costs?The system allows for you to Purchase Receipt Non-Stock Items, however it won’t let you add the Receipt lines to the Landed Cost document. Our client both buys and transfers Non-Stock Kits. This is for ease of use for Transfers and a necessity for the Purchasing as they split everything when it comes in just in case.

Hi,I was wondering if there is a way to add the Stock Items Screen, IN202500, as a Side Panel to the Sales Order Screen, SO301000, so that Items can be more easily added.  Via a customization Package, I know I can add the Primary List, IN2025PL, as Side Panel to the Order Entry Screen but then the Plus sign needs to be clicked to add items.When I try to use the IN202500, the side panel opens but I have to click the Plus sign since the Inventory ID is greyed out & I get the message about changes being lost & Items cannot be entered There is no switch to entry mode.   Thanks!