Inventory, Orders Management, Warehouse Operations
- 1,155 Topics
- 4,466 Replies
Ability to Fulfill Sales Order via OTC and Ship/Dropship
I apologize if this is a duplicate- I tried finding if this topic already existed- if so, please redirect me. However, is it possible to fulfill a sales order by doing an over the counter and a drop ship under the same order? When I do sales order- it assigns shipping labels to all of the items, however, if I do over the counter, I don’t get shipping functionality. Much like the ability to split shipments by date, I need to be able to split it by “Ship Via”.This might even be canned functionality that I don’t know about. I’m a little newer to the order processing side of the system. Any ideas would be great!
Opportunity Custom new field should get enable
hi,In opportunity we have one custom field in Detail level That field should be always editable in any stage of opportunityi have written in row selected event to get enable that field but its not working can u pls help me with the Suggestions how to implement this21R221.217.0035
Custom Order Entry Program does not Allow Add New Customer from the Edit Icon
My custom order entry program has a Customer ID field. The Edit Icon shows the list of customers and allows selection of a customer. If the customer does not exist and the customer ID field is empty the Edit Icon will not popup the New Record screen.Screen Properties are set to true for AllowAddNew and AllowEdit. AllowAddNew is not working. Is there something that has to be set on the Customer side to allow add new from my Custom program?
Issuing stock items to projects from Inventory Issue screen
Our company typically has 1,000 projects open at any time. We also have over 1,000 stock items at our warehouses. Any of these stock items can be used on a project. How do we issue a stock item to a project where the inventory at the warehouse is relieved and the item quantity and cost are captured on the project? This seems like a very basic scenario that is difficult in Acumatica. Thanks for your comments.
Picklist picked 0 qty, but Shipment shows shipped Qty?
We have a Shipment that we had a picklist generated for. The Picker did NOT pick the item in question. The Shipment however shows it as being shipped out. Why? And how do I prevent this going forward? Any help would be greatly appreciated! Thanks!
Close IN Module with Kit Cancel
How Could we handle this situation ? We have some Kits with customization like (Fabrication Stage), but there are someones that are Cancelled.We can not Close the IN Module (01-2023} because for the system are not :released and it’s correct, but it won’t be.So we have to update the Post Period fotr Feb-2023 to let us close 01-2023.But we need a solution to fix this beacuse it will increase an we can not update month by month. Any help will be great, thanks.
Selected Action is Disabled for this Record
Why does the Mass Action “Create Shipment” give the error message: The selected action is disabled for this record? If I drill down into the sales order, I can create the shipment from the Sales Order screen, but not from the generic inquiry with the mass action enabled.
Email to Workgroup Member in CRM
Hello Acumatica Community, Can you help me on the following two queries,When Lead/Business Account/Opportunity is assigned to a workgroup need to generate a email to workgroup member. How can i configure this? Our Marketing team using Map.acumatica.com portal for creating contacts, Is that portal has any connection with Acumatica CRM application, or they need to manually create a contact in both places separately?Regards,Jewel ParvezLead ERP Consultant Alliant Rigserv LLC
SO change after creating shipment
I’m looking to have the flexibility on a SO document after creating the shipment (prior to confirming the shipment), for example add or remove items from the SO, increase or decrease quantities, or change shipping location.I know we can create another SO and attach it to the same shipment, but this only helps when we want to add and item or increase the quantity, however this wont be a solution if we want to remove an item or decrease the quantity on the SO level or change shipping address.I know there is an option to delete a shipment and re-create a new one, but this doesn't work for me, since I created already the shipment and employees started working with the shipment it will cause confusion with deleting and starting again and duplicate work.Is there any other solution how this can be accomplished?
Process Orders screen - Create Shipment - with serial numbers on the stock item being shipped
99.99% sure this is not do-able in standard Acumatica, but wanted to run it past the community.Stock items in inventory have a serial number.Would prefer to be able to create shipments via the Process Orders screen with the “create shipment” action.I’m not missing anything am I? You simply cannot do this as you need to manually ship and select the appropriate serial number from inventory to ship.Thanks!
Update Picking Location after Physical Inventory
Hi, Is there a process that will update the picking location on a shipment after doing physical inventory?Example, we sell item EGI123 and it’s located in location “A”.A shipment is created and the picking location is “A”.After doing a physical inventory count we find that it’s actually in location “B” and we update accordingly using the physical inventory process. We now need the picking location on the picking sheet to be updated to “B” so the pickers can find it.
Material Requisition Process
We have a client that allows employees to requisition items from the company stores (inventory). The transaction is not a purchase requisition as the company already has the inventory on-hand. The Stores Manager receives the requisitions and processes them through a reserve/pick/pack/ship process that delivers the requested goods to the requesting employee and then closes the requisition. Does anyone know of such a process that exists in their IP inventory or anything like it on the Market Place? I’ve looked and all I can find are items relating to Purchase Requisitions and this requirement is not that.
Sales Order to Production Job workflow
Hello, need help in Production Jobs created from Sales Order.Once the Job is completed, serial number is auto allocated in Line Details (allocations) in Sales Order screen, how we can avoid auto allocation of serial number when job is completed. Do we have any configuration level setting to do this. We are in 2022 R1,Build 22.109.0023
Receive and put away problems
Hi - hoping someone can help out. The way the current receive and put away function works seems very limited unless I am missing something. We were expecting it to work more like the physical inventory, where more than one person can count at a time, and it sends it to a review screen so it can be compared to the packing slip the vendor sends when they ship the purchase order, then once confirmed it can be released The way it seems to work is only one person can receive at a time, it doesn’t save what has been done while they are working (so if its a big order and need to take a break the work will be lost), and there is no way to review it on the desktop. This basically makes the receive function useless for any warehouse of somewhat size. If we get a full truckload order in this can’t handle multiple people receiving and review… Hopefully I am wrong...Thanks,Mitchell
Purchase Order lines without Alphabetical Order by Inventory ID
Hi Team , Do you know how to modify the original Purchase Order Report to list the items in the order were originally added and not list them alphabetically by Inventory ID? The system currently does it for Sales Order Report but not for Purchase Orders.
Warning icon for low inventory not displaying for some users
I am trying to troubleshoot an issue with the way the sales details panel displays:In my screen below, I can clearly see a yellow icon and the quantity in red for items we will not be able to fulfill: But not all my users can see it. I thought it was a security setting but even after I gave the other user the same roles I have, they still cannot see it.I thought it was a resolution problem but again, no luckAnyone knows how to make this warning show?
Deleting Pick List from Shipment Error
I have an open shipment, but when I go to Show Pick List then hit delete pick list, I get an abort error: Unable to reset abort because no abort was requested. Trace Log Says: Thoughts on what’s amiss here? The Pick list has a status of PICKED, but I didn’t think that would block us or anything since the Shipment isn’t confirmed.Version:Acumatica 2022 R1Build 22.107.0022
Acumatica distribution question
Hi, im a new user to Acumatica, we just started using 1st of january 2023, previously we were using SAP B1. I have some question and hope that maybe some one out there can help answer:is there any standard feature in acumatica that will warn or let us know a particular stock is not available while we trying to create a sales order? i noticed that the status is not link between opportunies, sales quotes and sales order. (correct me if im wrong), eg: when i create a sales order from a sales quotes, supposed the sales quote status should be change to converted automatically, but it does not change. instead we need to go sales quote to manually change the status by selecting “mark as converted”. am i missing any steps here or what is the logic behind the design of this sequence? regards,Robert from Malaysia
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