Inventory, Orders Management, Warehouse Operations
- 1,327 Topics
- 5,134 Replies
Greetings,I working on some customized notification templates for Invoices in SO.30.30.00. I have 98% of the template completed, however the need for the Invoice.Note element is missing from the AR Invoice/Memo list of data fields.Can someone suggest how to obtain the Invoice.Note for utilization in the custom Notification templates?The use case so far is for referencing original invoice notes on credit memos. The note functionality is a powerful feature in Acumatica and having it available can greatly increase information to the end usernotification recipient.Thanks.
Hi Acumatica Community,At the time of customer creation , Customer ID is a mandatory field. Is there any settings to make this field system generated? I have got this requirement from user, they dont want to manually enter customer id, rather it should be a system generated chronological ID.
I would have sworn there was a preference setting to cause the update IN transaction automatically occur when you enter a shipment.However, I cannot find it now.Can anyone point me to the correct preference setting?We don’t want to hit the “update IN” button every time we ship as it will certainly be forgotten at times.Thanks!
When we tried to upload the file to the Document Detail tab under the sales order entry window, it only uploaded up to 1000 items. So is that the maximum line item we can enter in any single sales order entry? And do we have any alternatives that we can exceed 1000 line item in one single order? Sometimes we have a large order that might have thousand and thousand of BOM (Bill of Material).. In addition, we experienced tremendous of slowness when the sales order has reached about 1000 line items. For example, it might take us 3 minutes to update the pricing for one single line item or just change the characters of the stock item description.. it really create a bottleneck for our operation efficiency.
I’ve found that the non-stock kits default in a qty 0 shipped qty on the shipment. The allocation of the kit items do not occur until the shipped qty is manually updated. At that point, the items display on the pick list. Does anyone know why normal items bring over the shipped qty from the order while non-stock kits require inputting in a qty before the kit components allocate and show on the pick list? In order for the components to display, this flow is requiring users to manually updated the shipped qty on the non-stock kit item to get the components to allocate and display on the pick list.
Hi, Is there a way in Acumatica to look up pricing for a customer?As in the customer calls and asks how much is an Item and you can check? Without having to open a Sales order or Quote to do this?Something similar to the “Catalogue” in the portal but where you could select the Customer. Think writing a GI to do this would be over complex due to the different types of discount a customer could have CheersAndy
Hello I have a problem with a report (sales order) that has chinese characters when exporting the report to pdfAlthough pdfFontEmbedded is set to TRUE On the same report, I like to diplay deciaml with , separator and space (Exp 1263.35 ==> 1 263,35) Thnx in advance
For the life of me, I cannot figure out why a time entry is not updating the Balances or Cost Budget tab of a project. I can see the transaction in Activity History. I’m using the TMR03 project and Jane Doe and booking billable time to the 301 JRCONS project task. I’ve tried with a time card and a time activity. Both show in Activity History but neither show in the Cost Budget. I’m using the November Sales Demo snapshot.
Hello, We have multiple warehouses, some of them are no longer in use. I made the warehouses inactive on IN204000, but the lines still show up on the warehouse tab of the stock items (IN202500). How do I make it so that these inactive warehouses are no longer showing up in the list on each item? In the example screenshot both ‘SAN’ and ‘ONT’ warehouses are already listed as inactive, yet still appear on the list. Thanks! Edit: I am looking to do this for all of our inventory items as these warehouses are permanently deactivated. Doing them one at a time is simply not feasible.
Good dayI have a scenario where I created one sales order with multiple lines and the stock is coming from multiple warehouse as per the screenshot below, where I am picking stock from 3 different warehouse I have seen that Acumatica forces me to create a single shipment per warehouse, thus three shipments from one order , creating too many documents I do not need, yet I just need one shipment and a single shipment CONFIRMATION (MY Delivery note).Is it possible to create one shipment from a sales order with multiple line items from different warehouses? How best can I manage such a situation?
Hello.I am trying to add the Cash Accounts Profile to a new role.I copied the AP Admin role to a new role.In the Access by Role, I granted the Banking menuI login as a user with this roleI click on Cash Account option and I see the cash accounts in screen CA2020PL. So far so goodHowever, when I click on the cash account I get the message:Cannot open record for editing. The form CA202000 does not contain itI can’t figure out what I am missing.We do not have branches, one single company Your help is appreciated
Has anyone had any luck in customising Shipment fields to allow editing after shipment confirmation?Our company requires multiple shipments (one for each vehicle) against the same order. Due to Acumatica limitations, this means we need to confirm the earlier shipment to open a subsequent one, despite the shipment not actually being confirmed. Naturally, this leads to errors, which are particularly difficult to correct due to too many subsequent shipments having been ‘confirmed’ already.This leads to the issue of how to rectify errors. Should there be any way to customise the editing of Shipment fields (such as date, description, UDFs, and quantity) even in a Confirmed state, it would help a lot to resolve our problem.Thanks!
My staff forgot to do Update IN during Shipment process then accounting continue to do invoicing make the item still have Qty On Hand.Please advise how to create an Issues to make QOH zero without having ‘Available for Issue’. Thanks,Idrus
Setup some stock skus to use related items (set the item class to NOT allow Negatives) and tried to assemble a kit that one of the components was at a qty 0, and had allow for substitutions but I’m not sure where I pick the substitution item to add to the Kit assemble BOM. Is there something I’m missing in the process? How do I process the substitution?
We have a new implementation of Acumatica and are finding our way around. We have noticed that it is possible to receipt a higher qty of items than was on the original PO, it seems like at least double or more. How can we prevent or limit this? On the vendor the max% is set to 100. Surely it should not allow more than 100%?
We need help with the workflow on changing the cost price of a SKU. We have been manually updating “Last Cost” as the way we change the cost price of a SKU. Is this correct way to update the cost price of a SKU? If it is not the correct way to update the cost price of a SKU, what is the correct way to change the price?
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.
Does printing to label printer using device hub work for an automation schedule on the Process Shipments screen>?
I am able to manually select our label printer that has been configured with device hub and click process all to print all labels but if I set up a schedule with the same settings it says it completed and processed in the sheduler history with no errors but nothing ever seems to reach devicehub. Is anyone currently using this? We really want the labels to automatically print when they enter the process shipments screen.See below for the automated schedules.I tried with dates set in the filter values automatically after clicking add schedule with the same criteria as I just used to print the labels manually by pressing process all and with no dates set but neither produce anything on the devicehub: I’m curious if anyone is able to get this to work in this way.Phil
Hello, We previously maintain our sales price manually. Although we can leverage the sales price worksheet. But it is mainly manually. Currently , we are short of staff. So we are seeking a way to see if this is possible.Like: After Purchase receipt/bill be released, the receipt item’s avg cost are changed. so accordingly, the sales price changed consequently as the cost changed. Is this function out of box? Please advise.
This may be a similar issue to canceling a PO that has been fully returned. We have a PO with multiple lines. One line was received then fully returned. While attempting to delete that line, the following error message appears. “PO Error: The line cannot be deleted because some quantity of an item in this line have been received.”I am aware of trying to cancel a PO that has been received and the solution of setting it to complete. Just curious if this is a similar issue but on the line level and if the solution is to complete the line instead of delete. Thanks!
Good morning. I have a client who needs to generate recurring sales orders to fulfill a quarterly magazine subscription. In an attempt at creating the most streamlined account setup workflow, I have proposed this solution:1) Create Customer Template for Magazine Style (4 to chose from)2) Store Subscription details in the Customer Attributes with details Then trigger automated Sales Order Generation based off of Customer Attributes. However, this last part in the process has proven to be above my head. My general concept was to create a GI that would pull customers that match this profile, then generate a sales order from 1 of 4 templates, using 1 variable from the Customer Attribute (qty of magazine line items per order). Here is a screen shot of my attributes setup.Build 19.205.0023 Any ideas on how to make this happen or another better idea that is more simple?
Not sure if there is option to do this.An item in SO is shipped not invoiced, but the item is issued by Update IN. What's the process to be able to return the item back to stock and use the same SO and the same item line again for another shipment? It looks like we can only create return order or IN Receipt but there is no way to make new shipment for the same item on the same SO.
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