Distribution

HI! I’m seeing this error on receive and put away. I’m not sure why it’s trying to add an extra line.The scanned quantity exceeds the quantity in the PO receipt for the item.Would you like to add a new line in the receipt for the 1 EACH quantity?

       We are a traditional enterprise, and our picking operations still mainly rely on printed pick lists. Currently, we are considering introducing scanners. However, due to certain reasons, we do not want to switch our main picking method to being fully reliant on scanner operations. The method we hope to adopt is as follows: Print the pick list, which includes a barcode. When the picker starts picking, they scan this barcode to mark the beginning of the picking process. After the picker completes picking, they scan this barcode again to mark the end of the picking process. --- Actually, this is our core requirement: we want to record who picked which shipment and the duration of the picking process.       3.For actual data entry, we still rely on the current shipment screen, where basically all fields are pre-filled by default, keeping the operational method the same as it is now. With that s

Does anyone know if it’s possible to disable scanning of serial numbers during the picking process? Our client is also prompted to scan the serial numbers at the packing process, which is preferable, but it is duplicative work to also be required to scan during picking.If not, does anyone have any workarounds or solutions? Ideally our client can still pick using scanners but just not be required to scan serial numbers at that time.

Newbie question for 2024 R2 - Entering a line on the Details tab of SO, the profile default Branch populates as expected but user needs to change to a different Branch.  The Financial tab Branch remains unchanged displaying the user profile default Branch.Where is the setup option to have SO Financial tab Branch follow the Details tab Branch dynamically? 

Any ideas!  Customer cannot generate an invoice from shipment.  A Sales Order invoice can be generated manually and an AR Invoice can be generated manually.  However, from the Shipment, the error ”‘Invoice Nbr’ cannot be empty” is returned.  Below shows that the numbering sequence for invoices related to the sales order type is not manual.   Thank you for any thoughts/solutions!

How do we send an automated email to our customers AP email address that includes the ship confirmation and the delivery image(s)? 

Hi All,I know that the system will create demand based on historical data, but how far back will that go?If I have a client that has been using Acumatica for a year and they turn on replenishment now, do we turn on the moving average and update to 12 months and it will calculate the last year of transactions?Thanks!

Good day,Does anyone have a GI or a proposal on how to print multiple purchase orders at that same time.  We have a project that requires print outs of the a certain type of purchase.  Or does the user need to print them one at the time.  Mass print does not work on the GI.  Also, PO print/email process is not set up the same as the Sales orders.Any suggestions? 

Hi AllIs there any feature or solution in Acumatica that allows for entry of an invoice amount before releasing it?Maybe similar to how control quantites work in the shipments screen? The cashier would enter the amount on the invoice as a required action before the invoice can be released.Also just a step futher, maybe enter the amount that the customer is paying with and calculate the change due as well? For example the invoice is $81 and the customer pays with $100, the cashier would enter the $100 and another field would automatically calculate the change due.I know the last inquiry is pushing it and we may need to go down the customization road for all of it. But if there is anything out there for the basics of the inquiry, it’ll be a start.ThanksAmit 

How do you restrict the ability to prevent any discount from happening on a hand full of stock items when a sales order is done? 

Can someone share with me a import scenerio screen shot to mass update item ID? Thanks in advance

Hello,          Is there a way that we can skip some lines on a receipt document when applying landed cost (no cost markup)?   

Does anyone know how we prevent the Company Entity from syncing in our Shopify B2B Connector?For some orders, we need Companies to exist in Shopify because Tax Exemption and Pricing Catalogs are assigned at the Company level in Shopify. But we don’t want Companies to sync in the connector.I have it turned off. But the Order sync is failing because the Company entity is inactive. If I activate the Company I’m getting a “CountryID cannot be empty” address error on the Company Entity — which doesn’t make much sense because the Company Location in Shopify has a complete address. Really confused on how to be successful here. It seems like Acumatica rolled out the Company entity without equipping customers or VARs on how to strategize for success. Thanks for any help. 

How do we send an automated email to a workgroup? We want to notfy the workgroup members via email whenever a Task is created and assigned to the workgroup. 

What Sales reporting tool integrates with Acumatica? We are unable to extract effective Sales data for our owner. We need a robust tool to capture the following and more: Sales By: Customer, Customer and $$$, Customer and Product, ytd, ytd vs. last year ptdProduct - units sold, $$$ sold, ytd, ytd vs. last year ptdThank you. 

There needs to be a default warehouse that should be set by the user (or the device). While it is possible to have “warehouses inside warehouses”, in many use cases a worker will always be in the same warehouse. So the mobile app should assume that the user’s warehouse is that default warehouse, with the option to override (i.e. item lookup screen….it shoud default to the worker’s warehouse so this doesn’t have to be entered repeatedly.

Hello,I have a customer who uses document level discounting on sales orders and when they do this, Acumatica is taking the discount off of the freight charges.Is there a way to not include freight/shipping charges in document level discounts?Thanks!

I considered putting this into CRM, but it seems more general.  We’re struggling keeping track of inbound emails from customers and vendors.  Here’s the scenario:The system sends out an email to a customer, such as a statement or an invoice.  We have configured the report to send from our “NoReply” address (the default for the admin admin account). The customer actually pays attention to the instructions and does not reply.  Instead they forward the email back to our “Credit” address.  Since they forwarded the email, it still has the tag in the subject line. Our Credit address is an inbound address for Acumatica that creates a case The system receives this email.  If it were a new email, it would create a case for the Credit team.  But since the sender forwarded the original email with the subject line tag, it is treating it as a response.  It stores the response as an activity on the customer, and there seems to be no notification to

Hi,I ran a drop ship order and associated it with project 101. I received the PO (and verified that it’s linked ot the same project/task), created and released the bill, and created and released the payment. I also created and released the SO shipment and invoice. The project shows $0 of actual expenses, but it should show $500 (the total on the PO).In the documentation, we’re told to add our inventory account to an Account Group. But the inventory account is a controlled account so it can’t be added. Is this recommendation implying that I need to add a new GL account just for project inventory that’s not a controlled account and then add that account?I’d rather not if it’s avoidable. I don’t need to track project inventory - I just need to track project expenses for drop ship orders as well as stock orders.

We are looking for ways to streamline communication and eliminate excess emails within our purchasing department. We currently have an excel form that non-inventory managers use to request a new stock item. We are looking for a way to potentially allow them to “create” their own item and have it be sent to the purchasing team for approval / final creation and activation. Hoping to be able to use the current approval map process, but am open to any other suggestions as well. 

When trying to correct an “Open” Invoice (utilizing the … → Correct Invoice),  Customer is getting this error.  Is there limitation on the IN standard order type that prevents the “Correct Invoice” button from being used? 

Hello, I’m trying to create a GI that shows when the quantity of an item ordered is more than available for the item. What we currently have set up looks at individual line items and compares the line items to the qty available. However, we have noticed that one stock item will be used for a 12 pack and a 6 pack non stock item, for example. If someone orders both the 12 pack and the 6 pack, those show up as two separate lines items. We just experienced a situation where the whole order total should have been put on Back order, because there wasn’t enough of the single stock item, but it did not show up on this GI because neither line item by itself was more than the qty available. Does anyone have any suggestions on how to get this condition to look at the whole order, but still specific items? Thanks!

I am trying to set up my Carrier Labels for both UPS and FedEx integrations. I have verified UPS and FedEx have a ZPL label format file type chosen.Do I have to go to Report Designer for the Carrier Label form and build a label from scratch? I assumed Acumatica, via its connections built in for UPS, would have a UPS label file already built.

I have a customer who uses EDI.They will send me an order for items and a display case.I want to invoice the items via EDI, but NOT the Display Case; that case has to be manually invoiced to the customer’s platform.Is there a nice way to do this? I’m trying to avoid asking them for 2 orders, but I can’t think of a better way to isolate these Display Cases. THANK YOU!

We work with hundreds of vendors, some with whom we can drop-ship and some we cannot.  Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?