Inventory, Orders Management, Warehouse Operations
- 1,155 Topics
- 4,466 Replies
Add new custom value in reasons combo box of opportunity close won
Hi,Version: - 22.207.0013i would like to add new custom value in reasons combo box of opportunity close won. I unable to add, can anyone give me suggestions for this modification. I tried in this version 22.207.0013I tried as field in the left-hand side, select the field reason click on Combo Box Values,add new values but unable to do it.I need to add custom value in reasons combo box of opportunity won/close.I tried so many times solutions, but it is not working.can anyone help me for this modification? I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?Thanks in advance.
Total Sales of SKU's
We have several kits and each kit has several finished products and is sold as a combo.I want to add these individual SKU’s in the kit to the total number of sales of that particular SKU. For Example, A kit with SKU Number 20000 contains 3 finished products 001, 002, 003. If 50k of this kit was sold and 50k of 001 SKU was sold as individual SKU, the total sales of 001 would be 100k. The current system generates reports and GI’s that separate the sales of 20000 and 001 as 50k each.It there a way to add these for multiple kits?
Not showing error message on Sales order form, when there is a nil value for the inventory.
HiWhen there is a nil value in the sales order form, the line level normally shows an error message saying there is 0 value in the inventory. The error message was showing for some time. But now it does not demonstrate on the form even though the inventory balance is 0. is there a special option to enable that error message?
Failed to get taxes from the external tax provided. Error during sandbox upgrade
When upgrading to a new version of Acumatica, I’ve had to setup a sandbox and test shipments and I’ll encounter this Avalara related error when trying to create an invoice from the Shipments screen SO302000. What has worked to fix this has been changing the Invoice numbering sequence in Acumatica to different sequence so if it’s set to ‘000000’ I’ll update to ‘Test00000’ or something similar.
Fedex Residential Delivery erroring out upon shipment confirmation using Easypost integration
My customer is using the Easypost integration successfully with UPS and USPS. When using Fedex Ground, and shipping to a business, all is well. When using Fedex Home Delivery, the address must be specified as ‘Residential Address’ in Acumatica. Fedex is saying the passing of this flag should be “TRUE” or “FALSE”, and Acumatica is passing a “1” or “0” instead. This is causing the shipment to not confirm and error out with “Carrier Service returned error. FedEx: Rate is not available.” Has anyone experienced this?
Related Items not recognizing when item was added?
Hi All, We are currently working with Related items for a few Customers and we run into some unexpected behavior (which could be intentional by Acumatica). Basically, when we add Items via Related items and save the Order, the Related Items feature is still indicating that Related items are available rather than disappearing or changing its state. I added Poweraid as a required related Cross-Sell Item for AALego500.Is this intended that the Related Items flag stays red for required? The confusion our Users run into is that multiple people can look at or touch the Order.When the order gets more complex, there is a loss in visibility if the Item has been added already or not. Any insight on this?We would just need to know at this point on how this is intended to work.
Row Level Security Per Module
I use row level security for my inventory items to restrict sales people to work with items others than their workgroup.I would like to give them access to all inventory items in the purchasing module and only be restricted to the items out of their workgroup on the sales module.would anyone have a solution how this can be accomplished?
I have a sales team divided in workgroups, each group is responsible selling a different group of items, each group will process the sales orders for their products, and some groups might interact with same customers.I’m looking for a solution how I can restrict a workgroup to access sales orders from another workgroup, I’m using the row level security on the inventory items so they can only work with their own products, however they can still access existing documents in the system from another workgroup.Would anyone have a solution? So far the row level security can only restrict on vendors, customers, items, and GL but not on documents.
Cannot add a warehouse to a stock item
Suddenly we cannot add a warehouse to a stock item.No errors, just no ability to save as is it grayed out.I thought is was possibly related to a customization. However, I have tested against multiple unrelated instances with the same results.Has there been a windows update or something causing problems?
Lead Activities transfer to Opportunity
We communicate back & forth with potential customers at Leads, but when we convert to an Opportunity those activities don’t flow to the Opportunity. Having this activity visibility on the Opportunity is critical. Is there a way to have this flow on conversion to Opportunity?
SO Invoice Approval before release
I am trying to create an approval map where after a shipment is confirmed an approval is triggered prior to the invoice being prepared. Would like shipping manager to be able to double check shipment is correct before the invoice is prepared.Any idea how to set that up?
Hold AP Bill until three match complete.
Our specific scenario is:1. We place a Purchase Order and transmit it to our partner via EDI2. Our partner ships the product.3. Partner sends us an Invoice via EDI.4. The Invoice is entered as an AP Bill against the PO.5. We receive the inventory.We don't want to pay the bill in step 4 until we get the inventory in step 5. We also don't want to prevent the bill from being entered because that basically eliminates the benefits of EDI. (nor do we want to put business logic in the EDI layer to not import the AP Bill) So, is there a way to configure the system such that the only items that can be paid on an AP Bill linked to a PO are those items that have been matched to a PO Receipt?
Physical Count - Display Quantity "Available" and "Available for Shipment" on Physical Count Screens
Use CaseMy client runs an in-house repair shop. They are using service orders to manage in-house repairs on equipment. There are open service orders where stock items are already consumed on the repair. The service order can’t yet be closed because further work needs to happen. ProblemWhen a physical count is generated, the items already used on the service order are still considered “on-hand” by Acumatica. This causes the physical count to display higher book quantity than there actually is on the bin. This can cause stock items to be reduced too low by mistake. For example:I have 13 stock item X on hand I used 2 on an open service order I generate a count, which displays 13 on hand During the count, I input 11 as Physical Quantity The system adjusts 13 stock items down to 11 I close and bill my service order This process further reduces stock item X by 2 units Now I have 9 in the warehouse, whereas I should have 11 in the warehouse. I have adjusted down the Item X by 2 units during t
System Automated Replenishment settings
i am trying to get the system to auto populate the Safety Stock, ROP and max qty. In the stock items I have set up the replenishment I have done this for some other items and it work fine and the when I looked at item warehouse details it was auto populated but it’s not working for all codes and I cannot find out why. Any ideas? I am only trying to populate this for purchased codes
Partial shipment of an item Marked for PO on a sales order line
Is it possible to partially ship an item on a sales order line that is marked for PO?Scenario: Sales order line is marked for PO. Vendor sends part of the total amount ordered for that line, but not all of it. The customer will accept a partial shipment so my customer wants to be able to ship what was sent by the vendor.
Lot Tracking for Meat
Looking for some information on Lot Tracking for Meat. Have a client that produces meat, but would like to keep track of inventory based off the meat cut, weight and the tag(cattle) from which the meat came from. Looking to put this information into Acumatica. Any ideas or suggestions?
Items without replenishment on order do not show up on Purchase Orders. Help.
We have a purchase order work flow issue. When a sales representative puts an item not in stock on a sales order, (and the items does not have a replenishment set), the item is set to back order. Our buyers do not know to order that item when the buyers are placing purchase orders. And the backordered item does not get ordered. Can Acumatica automatically put these backordered items an a Purchase Order? If not, how can Acumatica show us we need to put these backordered items on a Purchase Order?
Inventory Purchase Price History
After setting the Payables Price Settings to fixed for "0" months, I can still only see the last vendor purchase price that was used to purchase from a Vendor. On the Inventory Stock Item - again I can only see the last Inventory price that was processed by the system. Since by implication the preferences indicate that the vendor purchase prices are retained, please advise where the list of those retained prices are for dealing with a vendor (It cannot be in the stock transaction history, as that does not relate to the Vendor)?
Item classes from two branches stored in the same warehouse?
We have two item classes, REG and FTCCDevice. REG belongs to Branch 1 with a specific set of GL Accounts and Subaccounts (via Posting Class) and FTCCDevice belongs to Branch 4 with a different set of GL Accounts and Subaccounts (via Posting Class). The branch assignment is defined on the Warehouse. Is there way to make this work without having to set up a warehouse for each item class?
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