Inventory, Orders Management, Warehouse Operations
- 844 Topics
- 3,185 Replies
Hi, Is there any way to assign automatically Project X to all Bills when the landed cost is released? I know that there’s a AP Setup Configuration called RequireSingleProjectPerDocument that can be activated, it works well but when I enter an AP from Bills and Adjustment I could not change the project field because it is locked. I was trying to override the method: CreateLandedCostBill on the graph POLandedCostDocEntry but I’m a little lost to identify in wich part i should put the APTran.ProjectID= ProjectDefaultAttribute.NonProject();Is this the correct way to achieve it? The idea is that when the user enter the AP Bill he can modify this value and when I release the landed cost document with the Enter AP Bill Checked , the AP Document will have the X value on ProjectID field. Please let me know any ideas how I can achieve it?
Hi,I am new to Acumatica and need assistance setting up a Generic Inquiry. I was able to setup a GI but the information looks incomplete.We want to create a GI that shows invoices under Bills and Adjustments for a project that has a pending status for the Project Task and Inventory ID in Bills & Adjustments under the Details tab. See first screenshot below: The next three sceenshots show the configuration and results. What am I missing in my GI setup? Any information would be helpful. Thanks. Relations Setup: Results Grid: Inquiry Results:
My client, like many, nowadays faces supply issues. Often items on the sales orders are backordered. Currently Acumatica functionality requires prepayment to be made before the order can move to the open status. Once a partial shipment has been made the order is placed back into “Awaiting Payment”. How do other Acumatica clients get their SOs in a backorder status without taking a prepayment or capturing a payment for weeks or months until the product comes in?
How does one deal with 2 uom’s where the conversion is not constant?Example Steel industryA pallet of sheets never weights the same. 100 sheets might weigh a ton with one PO Receipts and then next week 1.01 tons.Also, what would be a solution where I Order in kg’s, I sell in Kg’s but I stock count in Sheets/each. what would be a good option for the base UOM? Remember I have variable UOM Conversion factor.
Using the Fedex plugin on v2022 R1. We get this error when clicking Confirm Shipment. The Shop for Rates button works fine. This is connecting to the Production Fedex account.When using the Test Fedex account, we don't get the error. It seems there's a setting on the Production account that we're missing?
Hi,I am to new to Acumatica. We have an A/P approval workflow configured based on project accountants and project managers assigned to a project. However, A/P invoices are showing up to be approved for users that are not one of the approvers under Data views in Vendor Documents to Approve. How can I configure this so the invoices not are not assigned to the approver show up on the list. Thank you,
Hello, Correct me if I am wrong, by reading the help doc, I find the route management Acumatica provided is some kind of Manually Management. We are looking for something more automatically, is the below need possible?1, Supposing we have recorded trucks information, customer location information, customer work calendar information, the item weights, the item volumes, the warehouse site location…. All Acumatica can capture.2, Like we having 100 orders a day to deliver.Can the system intelligently/automatically help calculate the routes, like below:1, based on the trucks Infor, the SOs’ total weight, total volume, to determine which truck takes which orders.2, Based on the customer location, site location, customer calendar to determine the stop sequences of the routes.
After upgrading to 2021 R2 from 2020R2 the Non Stock Unit Cost in Kit Assemblies was no longer being populated for Kits with no Default Warehouse. It was working in 2020 R2. Has anyone else noticed this? Accounting noticed our COGS were off and this was the culprit. We want to leave the default blank for many items to force a selection when items are sold from and produced into different warehouses.The Stock component Unit costs show as 0 initially for these products, but once the warehouse is selected the stock components unit costs update. But not the non-stock. This looks like a bug, I wonder if they replaced the calculated field with the upgrade.
I have a customer who wants to be able to put a location on a PO Receipt for nonstock items.They do not want to make these items stock items but they need to know where to go in their warehouse to find these items. For example, hardware is not tracked as an inventory item, it’s an expense. But, they need to be able to tell someone where to go to find it.They do not have set warehouse locations for any of their stock/nonstock items, they put them away in any available space in the warehouse and enter the location on the PO Receipt.I have considered creating a user defined field and adding that to the Detail grid on the PO Receipt, but was wondering if there were any other solutions.Thank you.
Our customer is looking at dumping StarShip because of the horrible integration. We suggested Easy Post but I need to confirm 2 things that I believe are correct but can’t find the documentation.Can Easy Post do or allow Rate shopping? Last time I configured it was 2 years ago and I forgot. I am pretty sure I read that clients can use their previously negotiated rates through Easy Post. Is that correct?Sorry for the silly questions.Thank you.
Hello Everyone, Whenever a SO is created, the qty is tag in a WH ID only and the location is unassigned so even if there are qty in the WH, it gives a “Negative Qty” error...any solution for this? I can not transfer to Unassigned too. Has this happened to others before? Thank you! Kind regards,mrivera67
Hi,I am new to Acumatica. How can we create a pop-up note to remain static and not disappear after a vendor is selected so all the users can see it in the Bill & Adjustments Screen while it goes through the A/P approval workflow we have created. I know some customizations might be needed. Or if there are any other suggestions please let me know? Here is an screenshot of the pop note under Vendors.
HI All,I have read the help topic from Acumatica system and read Processing Return for Credit Without Receipt (below link) mention “return without receipt and shipment’.https://aneximports.acumatica.com/(W(44))/Help?CompanyID=Anex+Select+Imports+Ltd.&ScreenId=ShowWiki&pageid=7251c08c-2dc9-4c25-9193-6bb81568e541I read through the whole document and the only suggestion is to turn off “Automatically Release IN Documents” in Sales Orders Preferences so it don’t issue automatically. This is a very tedious solution as I understand it as for all Sales Orders will now need to manually be issue, which will cause a lot more work then just do a credit memo then adjust the items that were return by the CM. Does anyone have a better way to solve this issue? I need to create Credit Memo that show the stock items while not return them back to the system. The old system I used would ask me if I want to return item back to stock which was a nice feature, and I am surprise Acumatica don’t have s
Hi,I am new to Acumatica. I am trying to create a company tree so only those users can view the timecards of their employees. Here is a copy of my current company tree. I want both of these users to be able to view all of the employee timecards setup under Employees. I don’t want to setup delegates because multiple users will need to view everyone’s time card. However, when I log in as user CB and go to Time & Expense entries I don’t see any other employees but CB’ users. What am I doing wrong? Do I have to setup all the employees under the company tree also? Please advise.
It looks like once a sales order failed credit verification, the user must hit action Remove Credit Hold manually for further processing. Can someone advise how to change the workflow so that the order status is automatically open once payment/prepayment is made or when the amount of the sales order is no longer over credit limit.
I am wondering if there is any configuration to use specific warehouse in intercompany SO based on the PO warehouse.Ex:If warehouse in the PO is “WHS A”, the warehouse in intercompany SO is “WHS 1” If warehouse in the PO is “WHS B”, the warehouse in intercompany SO is “WHS 2”WHS A and WHS B are within the same company, also WHS 1 and WHS 2 are within the same company.What I find is system uses the default warehouse of customer/location and/or inventory.
I am thinking through a feature we need, where some customers may be served by a freight forwarding service. The first leg of our delivery process will be a local truck route from our warehouse (the route will change depending on the freight forwarder where the material is being dropped off).The freight forwarder will then be responsible for delivering that material to the end customer.We need a way to manage all of this and make sure thast we can orchestrate local truck delivery from our warehoues to the freight forwarder, and then freight forwarder to end customer, witht the process and paperwork clear at each step of the freight forwarding process.I know that there are various integrations to Acumatica for freight forwarding. Does anyone have experience with these, and maybe can recommend a specific product that might align closely with our use case? Thanks, Jonathan
Our next Distribution Show & Tell is only a few weeks out, on June 14. The topic is: Dashboards.I’m looking for more people to share Dashboards that you have created that have solved a business problem. Send me a direct message through Community or to my email: email@example.com.If you don’t have anything to show but you’d like to see some great ideas, you won’t want to miss this!-Debra Mignola
My customer is looking to create a customer credit term where a 35% prepayment is required on initial sales order entry and then the invoice when generated would be an installment of 35% due net 30 and 30% due net 60. Currently you can create Multiple percentage installment plans but cannot require the prepayment at sales order time but it does generate the two invoices with correct due dates. If I do single installment plan, it will allow prepayment but I only can have one due date for the balance due. I can see that you can create an installment plan with a day of zero for 35% but this does not require prepayment on sales order. Just creates an invoice due today. This also assumes I need to invoice immediately before shipping. I think I may be able to get creative with cash discount being 30 days with zero discount % and make the total terms net 60. But feel this could cause confusion. Trying not to customize too much if possible. Any ideas are appreciated!
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.