Inventory, Orders Management, Warehouse Operations
- 1,425 Topics
- 5,514 Replies
There needs to be a default warehouse that should be set by the user (or the device). While it is possible to have “warehouses inside warehouses”, in many use cases a worker will always be in the same warehouse. So the mobile app should assume that the user’s warehouse is that default warehouse, with the option to override (i.e. item lookup screen….it shoud default to the worker’s warehouse so this doesn’t have to be entered repeatedly.
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.
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.
Is there an option that would allow a stock item to be added to or removed from an existing template ID? Example, an existing item is purchased from the manufacturer today with only one size and one color. However, the following year they update the product to include multiple sizes and color. We want to retain the history with the original size and color, but then add that item to a template item which includes the additional sizes and colors. I thought there was an option/configuration to allow the editing of template ID on an item, but can’t seem to find it. Anyone know if that functionality exists?
I would like to ask is it possible and how to set outside process (outsourcing) without manufacturing mode. Till now I found solutions only for manufacturers by creating Production Orders but what if there is no production onside and we ship a purchased item to the Vendor for an outside process (coating etc) and then afterwards we receive it back from Vendor ready to sell. How to organize that case in the system in order to calculate costs correctly and track the item?
Hello,I’m new to Acumatica coming from QB. There I could define a “family or set” that I set a name and define several conversions.For example, I had created the family or set Box12 that had these units:Each conversion 1 Case 6 conversion 6Case 12 conversion 12 Then I could go and assign this family or set to a number of products. How can I do such a thing in Acumatica? Thanks,Ignacio
How does one deal with 2 uom’s where the conversion is not constant?Example Steel industryA pallet of sheets never weights the same. 100 sheets might weigh a ton with one PO Receipts and then next week 1.01 tons.Also, what would be a solution where I Order in kg’s, I sell in Kg’s but I stock count in Sheets/each. what would be a good option for the base UOM? Remember I have variable UOM Conversion factor.
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
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
I have a IFF here that is working for formatting the cell in yellow=IIf( [POOrder.Status] = 'N', IIf( [POLine.PromisedDate] < Today(), 'yellow40', 'default'), 'default') What I want is to highlight the cells that are +14 days from today.Like you can in a filter @Today+14 Thanks
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.
We have a situation where landed cost needs to be applied before PO Receipt and landed cost is paid before receipt. Landed Cost Vendor is different from the PO Vendor. Landed Cost paid is to be linked to the PO. Acumatica does not allow Landed Cost creation before PO receipt. Has anybody got an workaround?
We are a distribution customer and new to Acumatica. So please be gentle in your responses as this is my first post. I did a forum search and believe that there are not any topics that have already addressed this question.We need the ability to either discount (up to 100% of the price) or provide an item(s) as “FREE”. Scenario’s when this is necessary: Carrier Lost Shipment, Item(s) damaged in Transit, Item missing from the shipment, warranty replacement or simply provide customer with a marketing freebie. . I consider all of these as advance replacement. One additional scenario is that we need to refund a portion of the original sales price because we charged the wrong amount (for an item(s)) on the original sales order (maybe a discount code or contract price wasn’t properly applied or our the owner of the SO just failed to give a 1x discount as part of a price match).The above scenarios are typically handles where there is almost never an expectation for the physical item to b
Anyone knows how to make it automatically to export inventory to csv and send to sftp server? I know I can export to csv and manually upload to sftp. I want to know if Acumatica has anyway to do it automatically. Even execute a command line after export file.
Hi All, I have another question about Inventory Summary and Inventory Valuation Report. I just realized that the amount in those two reports are not the same. Please refer to the screenshot documents below:In Inventory Valuation Report, the total cost is $80,109.09 which is the correct. However, when I opened Inventory Summary to see the Estimated Cost per unit. Instead of the total cost is $80,109.09, the total cost in Inventory Summary is $80,108. Please refer to the screenshot document below: Please kindly advise why is the amount of total cost is different between two reports. Thank you Regards,Nadia
Hi All,Firstly the base Currency for the Tenant is AUD. Scenario:-I enter a Purchase Order in a USD Currency. USD $1.3888 to AUD $0.7200. I then click “Enter PO Receipt”. The Currency from the PO does not reflect in the Receipt. Therefore on receipting the Average Cost of the Item does not update to the new cost.Any help understanding this appreciated.Regards,Laura
Hi,I am new to Acumatica. I am trying to create a company tree so only those users can view the timecards of their employees. Here is a copy of my current company tree. I want both of these users to be able to view all of the employee timecards setup under Employees. I don’t want to setup delegates because multiple users will need to view everyone’s time card. However, when I log in as user CB and go to Time & Expense entries I don’t see any other employees but CB’ users. What am I doing wrong? Do I have to setup all the employees under the company tree also? Please advise.
In a report I want to highlight/ change the background color if the value is greater than 1. I understand i need to put two fields on top of one another. One with the default state and one with the changed state. my questions are as follows:=[POLine.BaseOpenQty]=[POLine.BaseOpenQty] Do I use visible expressions for each field? Can you help me write the expression?I am leaning towards an IIF, but that is as far as i got.
Device Hub is configured with local usb scale and weight is displayed, Acumatica is seeing the scale on he Scale screenItem is set to manual pack with a weight.When confirming a package with the item in WMS / Pack the system is using the weight of the product.How can you configure to have the package weight pulled from the scale and not use the item weight
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
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.