Inventory, Orders Management, Warehouse Operations
- 1,436 Topics
- 5,566 Replies
Hello Everyone,Can we change the Sales Order screen tab sequence order without changing the UI fields order?Currently, in the Sales Order screen when we click on the tabs, the sequence will be..Order Type → Order Nbr → Date → Requested On → Customer Order Nbr and etcWe would like to this change to below sequenceOrder Type → Customer → Order Nbr → Location → Date and etc Can anyone help me with this?
When you have an inquiry, you can copy-paste the data from the fields in that inquiry into a screen.I use Purchase data to build Sales Orders and I need to copy-paste a date. If EVERY digit is filled in, this works like a dream. If not, this goes very poorly. Can we force zero’s on dates so that copy-paste works as intended and doesn’t just give out bad data? Example of a BAD date: 1/3/2022Example of a GOOD date: 01/03/2022 Here is the issue: SOURCE INQUIRY (copying ETA field) DESTINATION FIELD Due Date, after copy-paste (without exiting the field): If you click or tab out of the field: So now instead of copying the correct date, it slapped in the day of “today”, but on the proper month, but then also applied the wrong year. Obviously, people who are constantly copy-pasting are going to miss this, and it creates a large burden of work on our end. Can we get dates to work like they should please? Hopefully, I’m just missing a setting somewhere :D
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
Hello, I believe I know the answer to this question but I wanted to confirm as I am still just learning the system. Is there a way to create a mass 1 step transfer for multiple items on different dates? All of these will be going from and to the same locations so only the dates for the transfer would be different. Seeing as the date is in the document header for a 1 step transfer I am thinking I cannot do an upload with all of the transfers on separate dates but I wanted to confirm. Thanks,
Our client is using an external shipping calculation for Sales. Specifically EasyPost. There are a number of Ship Via codes they will use for Sales. At the same time they want to be able to use a different set of Ship Via codes on Purchase Orders. Right now in both Sales Orders and Purchase Orders you see the same set of Ship Via Codes. Is there any way to limit which are seen based on the document type?
We currently are assigning lot numbers at the kit creation level, but would like to switch to assigning lot numbers at invoicing instead. Can we simply change the lot class of each item in our system to have the lot be assigned when used instead of when received?
HelloI was wondering does anybody use Shipment Confirmation form as Delivery Note and Cargo Shipping Order? If so, how is it set up? (Just for reference we are not using any Integrated Carries options).Normally those 2 documents are generated separately but in Acumatica I cannot see any other documents related to Shipment as Shipment Confirmation.Thank you in advance for any tips.
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 everyone,We use the mobile app for a while. The problem is when review the list. The first column should be the inventory id or location id. But the screen is showing the description for the inventory id or location id. I have no idea how it happened. I checked the code in Mobile Application. It’s use the current field. Anyone knows this problem ? Thank you so much.
I have created a second PXSelector that mimicks the behavior of the out-of-the-box UOM field in the Sales Order entry screen. I have detailed the process of creating this below; I have basically copied all the elements I can find from the existing UOM field (and renamed to jUOM as necessary). Everything works, except I get an error when saving the Sales Order document that says “Invalid column name ‘jUOM’.I am stuck trying to figure out how to create an extended field on the SOLine cache that can save the value chosen by the user for this second UOM field (called jUOM) to a field in the database.I confess to not really understanding how the out-of-the-box UOM field is being saved to the SOLine database table, which is part of my problem. I have played around with using PXDBString etc, but that breaks the UOM selector (can’t be used with the: [INUnit(typeof(SOLine.inventoryID), DisplayName = "jUOM")] DAC field declaration).Can someone help me makes sense of what’s going on with these U
Hello Everyone,One of our clients using the Pricing Analysis functionality in the Sales Order screen, but we do not want to show the Zero unit cost items on it.If anyone knows about this functionality could you please let us know how can we achieve this? Please find the some screenshots for your reference.
In the case where an employee sometimes is reimbursed for Employee expenses (Travel, Living, Lodging and Entertainment come to mind) but also provides services which are not part of their employment contract, i.e. Advertising.When entering the bills for these activities, is there a way to indicate for each item whether it is reportable as a 1099 reportableactivity as opposed to an employee expense re-imbursement, which would not be considered income, and should not be reported on a 1099.
Hello, Is there a way to set an invoice minimum amount as $200?Note: If the amount is below $200, the system don’t forbid this invoice, the system will just automatically add the total up to $200. Currently, the user can manually add a non-stock line at the invoice to make the total no less than $200. Is there a way to make it in automation? I am thinking of the Freight calculation.
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