Distribution

The Shipping Carrier Integration feature doesn’t seem to be available on Myob Advanced.Anyone know why that is?

Hello,     This is not a must have requirement, and somehow I can use report designer to fulfill it. We don’t really want the 0 qty invoice line, we just want to display the 0 qty line on printed out invoice.The line which is shipped in 0 , but have been placed in Sales Order.       This requirement is due to some complaint from our customers that they are arguing our order takers have missed their items on Sales order.      So we are tending to put the 0 shipment line on invoice.        I am just wondering, is there a switch to make the 0 shipment line still appear on invoice? Like we are having SO preferences which is allowed to generate 0 shipment line on shipment.     Please advise.

I am looking to populate CRM portal URL for my new tenant - your help requestedThanks,

Hello,     As I checked, for the back order status SO , the “complete order” button is disabled.Only the “Cancel Order” button is enabled.       If I click “cancel order”, then the order would become “cancelled” status.It would be a little confusing, because it is not a “totally” cancel, it is just a “partial cancel”.         And for this scenario, we would very much like to make the order as “completed”, even if we don’t want to ship the rest of goods.        “Completed” is better for us than “Cancelled” I can make every single “back order” to “completed” 1by 1 that I just open the order, and mark every line to completed, and then I can click the “complete order”.but It is quite time consuming.          Is there a way that I can do in batch? 

Hello,     we have hundreds of customers, just some of which are requiring to receive order confirmation after the so is placed.      To click the “email sales order” is just 1 click, however, sometimes the salesperson would forget.    How can I set the automation just for some customers?

Hello,       Correct me if I am wrong, I remember in previous version (before 2020R2). If the Actions--->email sales order/Quote be clicked,       The checkbox “Emailed” will be set to true.             However, in “2020R2 build203” it will not come to checked status even if the action be clicked.Did I remember wrong, or is it a glitch?            Please help me if I would like to make it true automatically to identify these been emailed orders.How can I achieve it?Thank you.

We are working through some inventory storage improvements in our warehouse and we noticed an issue with the way Acumatica allocates inventory for shipments.  We are a FIFO company that distributes a product with a limited shelf life.  It is very important that we truly ship the oldest product first, based on receipt date.  We recently moved many of our SKUs to different locations and now the older lots are being allocated after lots that are newer.  From what I can see, Acumatica somehow is treating transfers as receipts and resetting the FIFO date of any lots we move.  This is obviously a huge problem for stock with a limited shelf life.  We need Acumatica to ALWAYS base allocations on the receipt date for the product lots.  Is there something that we don’t have set correctly, or is this behavior by design?

Hello,       I have a requirement that set freight as $5 by default for every sales order ship from 1 particular warehouse.                   For that particular warehouse, the customers are fixed. That warehouse served customers can be identified. So, this question can turn to set fixed freight for particular customers.       I am thinking of Acumatica’s “freight calculation”, but it seems to be dynamic not fixed. It is calculated based on order’s amount, volume or weight.              We don’t need it to be complicated, we want to set it be fixed $5.          Can anyone give me some suggestions?

I’m having an issue with an SO that was shipped and then the invoice reversed.The steps followed were:Create SOCreate ShipmentCreate Invoice from ShipmentReverse Invoice in AR module and create CMApply CM to invoiceThe invoice is generated correctly-no issue there:InvoiceBut when the credit memo is created, instead of crediting COGS and debiting Shipped-not-invoiced, it debited COGS again and credited Shipped-not-invoicedCredit MemoAnd I’m left with this that I don’t know how to fix: 

Hello  One of the shipments has a wrong status; it is “Confirmed” even though we issued its invoice. Any idea how to fix it ? Thank you :)  

My company is newer to Acumatica (since April 2020) and our old software (Everest) used to be able to handle transactions in this way very easily, here is a hypothetical scenario:We are a car dealer and a customer is making a purchase of a new vehicle. The vehicle is in my inventory as a whole unit. The customer wants to upgrade the wheels on the vehicle, so we need to swap them out. We take 4 wheels out of our stock and install them on the vehicle then restock into inventory the 4 wheels that originally came on the vehicle. Then we sell the car. We can later sell the 4 original wheels to another customer.In Everest you can simply use a negative quantity (-4 wheels) on the sales order which in this case would bring 4 of the original wheels back into our inventory stock. Then put positive 4 of the new style wheels on the same sales order, effectively "swapping out" or "trading back" the wheels.This type of transaction happens ALL THE TIME, multiple times daily here at my company and I h

 Hello, we are using 2020R2, Build 20.203.0028. Our operation stuff report an issue, that 1 shipment is still confirmed status while the invoice and IN issue doc already been generated and released.  I don’t know the user’s steps and he could not remember. And this issue happens to only 1 shipment not all. And previously in 2020r1, we didn’t encounter this kind of issue. So my large guess it is causing by our recent upgrading from 2020r1 to 2020r2. see below:  Since this issue happened only once, the root cause might not be easily found.Can anyone firstly give me some directions to quickly fix it, I mean, might correct the shipment status to right.If I simply update it in DB to status completed? Is it a good way to go?And if the root cause could be guessed out, it would be very helpful for us to prevent this same kind of issue in the future.Thank you.

Hi,On this marketplace page for EasyPost: https://www.acumatica.com/acumatica-marketplace/easypost-shipping-integration/There is an image with the PX.EasyPostCarrier.EasyPost Plug-In. I was wondering if this is available somewhere. I did reach out to EasyPost support and the support person was not familiar with integration. https://cdn.acumatica.com/content/plugins/ac-marketplace/uploads/EASYPOST/ISV-Solutions-796-1Manage-ISV-Solutions-for-ISV727-1ScreenShot1.PNGIs that available for testing in 2020 R1?Thank you

We have a client that would like the ability to have file attachments (PDFs) automatically attached to customer opportunity files in Acumatica.  We were thinking this might be triggered by a string in the subject line of the email that identifies the opportunity or customer.Has anyone done this, or is it doable? Thanks,Scott

Hello,       In our business, 1 Sales order would have more than 20 SO lines. In some cases, the salesman would put duplicated “inventory ID” in different solines by mistaken.      I know, sorting by inventoryID and human check would be a good practice for them to detect the duplicated lines.      However, as an IT staff, can I add more logics to remind them there are duplicated inventory id lines?      Yes, using customization code would definitely achieve this need, however, I am poor of coding. So if you suggest coding, can you apply some code examples.     I also prefer some without coding tricks, can business event or pop up note or something else achieve it? Note: it might not need to be real time reminder, which is reminding right after the line inputting, It can be accepted by overall checking, such as check only when saving the whole document.   Thanks in advance.

Inside the shipment screen SO.30.20.00 → Shipping Settings → Shop For Rates → Carrier Rates. Inside the carrier rates the amount column should be defaulted to be descending in price by default.  Not sure why Acumatica hasn’t built this into the product or how I could accomplish this?  

Looking for any documentation / help available for how to configure and use the “Use External Shipping Application” functionality on the Ship via Codes with Advanced Fulfillment. What is the workflow and expected behavior of Acumatica and the FedEx Ship Manager and/or UPS WorldShip?

When creating any kind of discount code we need option to determine if it should be pre tax or post tax Every discount now is calculated before tax. This exists in every other product we compete against.

I think it’s best if on the printout of Sales Order, we indicate which user printed it and when it was printed. Other option is to indicate this action on the Audit History of the form. I think this will be helpful if ever there’s any discrepancy that may appear on the printout, we can easily track who printed it.

Hello everyone I am struggling with my  export scenario that I created to export shipment records (detailed records) since I want the PO numbre , product code and shipped qty.  However, after preparing the export, I have the same product codes (same lines) of the first shipment on all of the shipement records. (same 3 products are repeated everywhere)   There is something wrong with my scenario but I  can’t find it. Please HELP  

Just updated to 2020 R1 from 2018 R1. There used to be a amount total displayed in the Purchase receipts form, Screen ID: PO3020PL. Seems to be missing. Anyway to get this back? I checked in Preferences and didn't see anything pertaining to it.Would this be easy through a screen customization?I did see this idea but no other Community topics on it.https://community.acumatica.com/ideas/purchase-receipt-shall-display-total-amount-on-2019r1-2401

Hello ,       I am using 2020 R1. Correct me if I am wrong, it seems to me the “Invoice cancellation ” function is duplicated with “Invoice correction” function. Or even worse, it is not very straight forward or some how confusing.     According to the help doc, the credit memo only off set the Invoice total, it did not return/add inventory back. And it makes the shipment back to “confirmed” status.   however, User can NOT correct this shipment or delete this shipment.Yes， It might be the IN issue is released. But in most cases, it is released at that time.So in this case, what can I do with this “confirmed” shipment.It seems to me I can only proceed it to another invoice, then what is the difference with “correct invoice” function?    Moreover, if User looking for a “”REAL” cancellation, which offset the AR and put all inventory back, what is the quickest way for user to do?      Please Advise. Thank you.

Currently in the standard reports available in the Inventory Module, all inventory items are available and included regardless of their status.We also checked the Additional Sort and Filters tab, but couldn't find a condition for an inventory status field.Maybe we should design the Inventory Reports that the user may have the option to not include the Inactive or Marked for Deletion Items because some customers may possibly don’t want to include those items when they generate reports.

Hi all,I am in the middle of documenting and building out our Opportunity Pipeline Management. My reason for putting this post together is to share what steps I am taking and to better understand what others have done to manage opportunities. Hopefully many can benefit from this conversation…My goal is to have multiple “layers” of Opportunities that when looked at holistically can be used to create a quarterly sales forecast. Since we provide custom and standard products, we will be tracking these through Opportunity Classes per below:New Business: This class is for new business from both new and existing clients Estimating Date: The date the order will be invoiced. We chose invoiced date (as opposed to booking date) so the timing is in alignment with our financial budgeting process Amount: The amount of the first order Attribute fields will be created to track market, industry, product category, Year 1, 2, & 3 projected revenues (this will help forecasting repeat business) etc. 

Is there a way to submit a shipment method request to Fedex for Saturday delivery?  I do not see a shipment method in our instance of Acuamtica that has that service listed as an option.  I contacted a Fedex technical employee and he provided the following information, but I don’t know if this is something I can add in, if it needs to be a product enhancement, or if it’s already in there somewhere. Web services handles Saturday Delivery for Express shipments under the special services section.  Please keep in mind you also have to select the appropriate shipment date and service to go with Saturday delivery. (Ex.  FedEx 2 day will ship on a Thursday and be able to have Saturday Special service.  If you select Standard Overnight on a Monday with a special service of Saturday it will fail because Standard overnight sent on a Monday would be delivered on a Tuesday.)  Here is the transaction section for the special service.  The first and last lines is not needed for the special service bu