Inventory, Orders Management, Warehouse Operations
- 1,420 Topics
- 5,504 Replies
Hello,I have a below scenario I need some guidance/inputs on.We have a Main Warehouse and few Retail Store Locations that operate as individual Warehouses.The Main Warehouse serves the Distribution Center to replenish all the Store Locations. We are using Demand Forecast Model with Moving Average to replenish the Main Warehouse (Distribution Center). This is working fine. Here is the requirement:We replenish the Sore Locations by using Replenishments of type Transfer with the Main Warehouse being the Source Warehouse. We want to use Demand Forecast Model to replenish the Store Locations. From what I tested, the Demand Forecast Model to replenish the Store Locations by using the Replenishment of type Transfer is not calculating the Mins. and Maxes. Any thoughts if this can be worked out?
My client is having two issues and I am not sure how to answer them. They are commenting that the WMS solution is causing them the same amount of work as if they did paper and pen. They are currently using pick sheets but testing paperless picking. They do not do the Pack portion of pick, pack ship as their process does not need it.There does not seem to be an easy way to see which orders have a completed pick ticket ready to be shipped and invoiced. How can we see this information? With paperless picking and if the shipment is a partial pick and the user on the scanner confirms that the picking should be confirmed short, why doesn’t the shipment reflect the partial pick? Thank you in advance.
Hello, I know we are having “Inventory Balance” report (IN615000) and “Historical Inventory Balance” report (IN616000). However, Inventory balance report is something like real-time balance, it displays the balance at the time of the report running. History inventory balance can only display the beginning and ending balance of selected periods. If my requirement is to record and display the entire warehouse’s inventory balance of each day for the coming week, like from Monday to Sunday. What is the quickest/simplest way to do it. All I can think out of is to set a schedule that run “Inventory Balance” on 00:01 every day, and sent this record out as email. And in the final day, I merge them into one excel. This is a workable way, but could it be better?
Hello,I have a 4 companies set as branches within one tenant. I need to use email templates specific to each company (branch) when emailing the employees their pay slips? Could you please provide me with a solution?Thank you
Hello Linkies,I have created a new PO report - PC PO (PC651000) in the system that I would like to add in place of the Print Purchase Order report as highlighted below.But I am unable to add the newly created report by modifying the Mailing & Printing tab in the Vendors (AP303000) form & Purchase Orders Preferences (PO101000) form. Kindly let me know how can I achieve it. I am not looking to modify the already existing report.
Hello: I would like to know if you have an example of how to carry out the replenishment having a general store that buys, for all the branches, but each branch has its own safety inventories, reorder points and that its method of replenishment for the branches is by transfer.For my part, I configured it but the demand in the branches is not recalculating, hopefully they have some support material.Thank you very much and greetings
Good day,When a user enters a sales order and selects some stock items, the Marked of PO check is defaulted to check. The scenario did not occur for all items; not verified. I tested a few; see below. It this setting? Or something I can turn off. I causes order processing confusion and errors; also you can create a shipment without unchecking the box. (We do Dropships and Direct Import orders that do require a purchase order to be generated.Thank you for your assistance.@EvanG
Hi Community, When I open the assignment and approval maps in Acumatica. There is a set up of combination of Assignment and Approval Maps (Map Type)but when I tried to create a new assignment and approval map type, the system gives me two options which is ADD APPROVAL MAPS or ADD ASSIGNMENT MAP.Is there a way to create a new Assignment and Approval Maps Type Map?Thank you!
Hello,I am currently using template items and I created 4 matrix items from it.There are transactions on those items, but we would want to change the Sales UOM to something different. But it is both gray out and in the Stock profile. Is there any way to unlock the UOM to make this change and the Base UOM is each. Much thanks
I wanted to share some code with you all, as I have not seen too much about adding custom actions into the SO Quick Process workflow. We have a custom requirement to set a shipment as delivered before it can be invoiced. I have added the workflow status of Delivered to Shipments, and updated the prepare invoice action to require the status of Delivered, and not Confirmed. We may have shipments picked (confirmed) and sitting before either truck delivery to the customer, or hold for pickup. My workflow customization works great, but we want to add the ability to set it as delivered on the SO quick process screen if it is a “counter sale.” Customers would walk into one of our stores and purchase items and walk out with their products. We use shipments for our DOT paperwork and other customizations, so it is not a order of type cash sale, but a normal sales order. I was able to add a “Set Delivered” action to the quick process, and the workflow has been working flawlessly.This is done by
We deal with a lot of serialized equipment, often hundreds of units on a single order. When there is an error scanning or defective equipment, we’re stuck having to remove the picking worksheet and redo all the pick work for the entire order rather than just swap out a single serial. There’s gotta be a better way than this, that’s crazy to set it up to require all or nothing.
Hello. I am seeking configuration templates that can be imported for various modules such as Finance, Distribution, Field Service, and CRM, specifically for the versions 2022 R2 or 2023 R1. If anyone possesses such templates and is willing to share them with me, I would be extremely grateful for your assistance. Thank you in advance!
HiI am looking at implementing Project WIP for the first time and would like to draw on the experience of others. This is just using Projects in the Enterprise Edition and not the Construction Edition.I have worked through the allocations process to transfer costs to the WIP account. This looks like it will create a lot of additional transactions - credit every cost and then re-debit it on release of AR Invoice. Is it best to have the allocations created for every transaction or periodically to reduce the transaction volumes (eg on a daily basis)?I don’t see any standard WIP reports in the Project reports. Are there any available to assist with reconciliation of Project WIP to the Balance Sheet accounts?Any other suggestions or advice to have the WIP process flow efficiently and well for users? ThanksKevin Long
We have a customer that has requested that the Related Items screen automatically open in the Sales Order screen if a user enters an inventory id that has related items to choose from. Our developer has looked into this. He was able to get the related items screen to automatically open but the changes that the dialog is supposed to apply are lost somehow because we are doing this in the middle of the row update.Has anyone been able to achieve this or have any advice?
Hey everyone, We have a client adding stock at zero cost into the system using a receipt and then adjust the total cost per line item afterwards with an adjustment. I used to work on the customer side and that’s how we used to add stock not already in the ERP where we needed to add a cost separately. Basically, like an inventory adjustment for goods that have already been paid for. I’m not sure if that’s correct after looking at the GL transactions. Any insight?We are in the implementation phase and I don’t want this to go awry. I think I know the answer but I just wanted some professional insight.
We have a few confirmed shipments which have not generated inventory GL entries through the Update IN function. Further, when I review the shipment itself, the Update IN field is greyed out. The order type is set to Update IN on shipment confirmation, so I am not sure why the Update IN has not run for this order - additionally not sure why I am unable to run it manually through the shipment itself.FYI - The invoice associated with this order has not been released, it remains in Balanced status.
Hello, in Sales Order GI, the customer CD and Customer Name are displayed from the SOOrder Object.Object:SOOrder and Data Field:CustomerID this gives us customer cd, but when we use same in if condition it is giving us customer DB ID. Can someone please help us. We know we can join BAccount table but can i get customer cd without joining BAccount table.=IIf([SOOrder.CustomerID] >0 , [SOOrder.CustomerID], '0') here the result is Customer DB ID
There is unexpected behavior in the Credit Card Processing for Sales (SO507000) screen that makes the Funds Hold Expiration Date field useless for any automation schedules. As an example, we want to run an Automation Schedule to capture any orders where the Funds Hold Authorization Date is today or earlier, so any card authorizations expiring can be captured automatically before they expire. However if you create this condition in a schedule to only process those payments, it instead processes everything in the screen. Another symptom of this can be seen in the screen when you try and filter on the Funds Hold Expiration Date column, nothing is filtered at all, and all payments are displayed (which explains why the Automation Schedule doesn’t process the correct payments).
Soon to go live on Acumatica, and this is my first post so apologies if this has been answered anywhere.Need:In short, looking for a solution that would allow us to take payment against a Shipment with picked or allocated quantities vs. what Acumatica allows which is only payment against an Order or an Invoice.Scenario:We ship goods based on square footage (leather hides), such that a customer can order 1 hide, but in our Pick/Pack/Ship against a Shipment, we can pick 45square feet, 50square feet or 60square feet - all of which is acceptable in our industry and decided by the Picker.In the case of a prepaid customer, there is no way to take payment against the picked item(s) on the Shipment. My understanding is we have to confirm shipment, create invoice and then take payment against the invoice…..which raises the potential for the Shipper to pack goods up, label them and goods leave our warehouse in advance of payment being received and potentially, credit card payment is denied when
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