Distribution

Context:  We are matching purchase orders to vendor bills based on the amount. Since we are not implementing the inventory, we are not using the purchase receipts. The items used are non-stock items.Scenario: In our purchase order, we have a single line item with a quantity of 1 and the full amount entered. Our goal is to perform partial billing. We attempted to create a bill against the purchase order and tried changing the unit cost, because the Amount field is not editable. After releasing the bill, the Purchase Order status changed to Closed (cannot do any AP bill) . When reviewing the PO transaction details, the Billed Amount is shown, but the Unbilled Amount is not.  Question: Are there any steps we may have missed? Is there a known workaround  for this scenario?  Thank you in advance and appreciate your help.   

Hello Acumatica:I’m writing to inquire and discuss what companies are doing to capture data which is required, and will be required in states where EPR, Extended Producer Responsibility is being discussed.  Peerless-AV is beginning a study of what products we will need to report on all of our packaging, where it is being sold, and what our cost for compliance will be in each state.   One question is, what is Acumatica researching as far as solutions for EPR.  A second question is, how are companies handling this today? My understanding of the requirement is, the material that makes up our packaging will need to be broken down into the materials that fall under the requirement.  Then, based on how much of these materials are used in packaging a particular item, we will need to extend that to a project cost we will have to pay the governing body based on how much we ship to any particular state. Here is a website that discusses the regu

Hello,Created some custom boolean fields, but they are not displaying as checkboxes in the sales order, despite the control type being checkbox…. They are showing as text edit fields, then if you put anything in there they change to 'true'

When assembling stock kits using items that have lots assigned, is there a way to more efficiently do the lot assignment? Currently it seems like you have to go into the line details tab for every single item in the kit. We have some kits that may contain over 50 different items, all lot tracked. It is exceptionally tedious to have to click into line details for every single item to enter the lot.I understand that Acumatica is designed so that you could use multiple lots for an item where you have multiples of the item in the kit, so you can’t have the lot assignment field on the main kit assembly page. There is also no upload button on this page for doing the assignment more efficiently in a spreadsheet and uploading.

Hi! For items with fifo costing, is there a way to see what the actual margin would be on a sales order? The margins on sales orders screen use average costing so it's not helpful for my client. Also, I'm looking at Inventory Summary report and same thing it provides the average. Does anyone know where to find the current fifo cost before the items have been issued/shipped?

Customer uses their own trucks to deliver large shipments of construction materials to a job site. They are seeking a solution to collect a signature on BOL at the delivery, print and write back to the ACM shipment.Any thought of suggestions for a solution ? 

Hi everybody,is it possible to create a contract from a sales order? For example: I sell software for a monthly fee. I have the non-stock item “software usage” in my sales order. Can I now create a contract based on the sales order?Kind regardsMichael

Error: The Confirm Shipment action is not available in the Shipment: Shipment Nbr. = 000009 document at the moment. The document is being used by another process.When i am conforming the shippment the following error has occured.

Looking to see if the rest of the room has any creative ideas to accomplish this. We create orders with multiple pieces.  Some of the pieces are in stock and the other pieces may need to be sourced.  You can go in and allocate a serial number but it still allows another order to allocate it until someone tries to confirm a shipment (Hard transaction).  Then it stops you due to being allocated to multiple orders.   How can i allocate an item where it won’t allow someone else to choose/allocate it as well?  (Pack and Hold electronically).  

Issue Description: We have locked down the Stock Item screen to prevent users from adding/modifying vendors on inventory items. However, we've discovered that users can bypass this restriction through the Purchase Order workflow:User creates a PO with a Stock Item and adds a vendor that isn't currently associated with that item When the PO is received, the system automatically adds the vendor to the Stock Item's vendor list This circumvents our intended security controls on Stock Item vendor managementCurrent Setup:Stock Item screen access is properly restricted for regular users Users have appropriate rights to create and receive POs This appears to be happening during the standard PO receipt processQuestion: What's the recommended approach to prevent vendors from being automatically added to Stock Items during PO receipt when users don't have dir

In 2024R1, the help indicates that a credit card payment method can be used to with the Cash Sales sale order type.  But when I add a credit card payment method to the order, I get a blocking error stating the credit card payment method is not supported by the Cash Sales order type.  Is the help incorrect?

This question was asked 4 years ago.  I have the same issue.  However, I think the solution provided in this topic is frankly unacceptable.  Unless of course, I’m missing something obvious.Issue with displaying Inventory ID in mobile app | CommunityIn my GI, I am displaying the Inventory CD.  Looks great when viewing on the site.Per the link above, when the GI is displayed on the mobile app, the Description field is shown, not the inventory CD “by design”.  Well, that doesn’t seem like a good design.If I follow the old link, I have to uncheck the Expose to Mobile App and basically, rewrite the entire GI as a new mobile screen.  By exposing the GI to the mobile app, it is doing everything we want except for actually displaying an inventory id (cd).  There HAS to be some way to modify t

The Customer Lookup functionality on the Modern UI Sales Order screen doesn’t seem to be working. I’m not sure if I haven’t enabled a feature that is required to make this work? I spun up a new instance of 25.101.0153 to check out the latest functionality and enabled Modern UI by default during installation. If I click on the pencil next to Customer I can make a new Customer, but how do I select an existing customer for the Sales Order?Can anyone help me out here? Thanks, Jonathan 

How to Identify Which  Serial number  of an Item in Kit Component linked to the Kit Item   .and is it possible to Show the details in Shipment  Documents For Eg ; I have a Sales Order with Item XYZ( Kit Item ) Ordered 3 Qty  and the Serial Number XYZ-1, XYZ-2 and XYZ-3   Each Kit Item Includes 3 Components  ABC, DEF and GHI with Serial number so total ABC 3 qty DEF 3 qty and GHI 3 qty  each has Separate Serial Number As well how i can find out which Serial number of Each Component is associated to the Serial number of Kit Item  

hi! i am trying to create a business event to automatically create the receipt once the 2 step transfer is complete. i got the business event to create the receipt transaction but the transfer number isn’t populating so the details aren’t coming in.  is there something that i’m missing in my import scenario?this is what the receipt transaction ends up looking like: here are the results from the generic inquiry i am using in the business event: i have track all fields selected i appreciate your help!

Hi,I tried to create a Sales Invoice by adding sales orders with shipments as well as without shipments.Initialy I added sales orders without shipment through “Add SO Line” action icon in the Invoice and Then I tried to add Sales Orders with shipments through “Add Order” action. Howver, once I click the Add order action the popped up window didn’t show any sales orders. But if I added “Add orders” first and “SO Line: secondly, it has the ability to add both. What could be the possible reason for this.Thanks!

Hello all,Can anyone clarify me how can I update the cost of an item?Items that belong to Standard, Average, FIFO & Specific valuation methods.As far as I have understood that for Average we would need to create an Inv Adj with the negative/positive ext cost in order to decrease/increase the cost resp. But for others i am getting a lill confused.

We have an overseas Vendor from whom we make large orders which frequently come in multiple shipments. When they send a shipment, we get an advance listing of the details of the partial shipments, like lot numbers, final quantities, or discounted items, which we use to get the purchase receipt set up in advance to make receiving go more smoothly. Additionally, since undershipping and overshipping are also common, we adjust the Purchase Order to reflect what the final quantities are so that our Availability figures are correct. Our issue is that when we have a first pre-receipt created, the purchase order cannot be edited until that first shipment is received and processed, so any items on subsequent shipments can’t have their availabilities updated or any other adjustments made which come with the vendor’s shipment confirmation. We can have open receipts like this for weeks to months. Is there a way to only lock down individual lines of a PO which are on an open receip

Im a little confused on why Related Items is not populating the expected list. The setup currently is a Non-Stock Item with 5 Related Items, all seto to Required. Add the item to the sales order, however nothing shows up in the Add Related Items box. It appears that maybe the warehouse must have inventory on hand for the related items to show up? This makes no sense at all if true, can anyone help confirm?   Example of switching the warehouse, even though 0 is available I can confirm the warehouse does have On Hand inventory for all 5 items…. 

Hi, Possibility to remove "Restrict visibility to" from particular vendor after creating transactions? Thanks,Prasad

Hello Community,I'm trying to meet a requirement and expect your ideas here.I have a scenario which is the sales order needs to be invoiced to tow customers. Ex : The company sells motor vehicles. The invoices are raised to the end customer and also the leasing company when customer pays a part of the amount and the rest is paid by the leasing company.The credits should be able to follow up (AR Aging)  and checked against both customers. Can you let me know how in Acumatica this is feasible.  Thank you,Dulanjana

I am trying to create a delete log record if a shipment is deleted after item has been picked and/or packed.  I do not know what event to use that will allow me to save to the table.protected void SOShipLine_RowDeleting(PXCache sender, PXRowDeletingEventArgs e){    var row = (SOShipLine)e.Row;    if (row == null) return;    foreach (SOShipLineSplit split in SelectFrom<SOShipLineSplit>        .Where<SOShipLineSplit.shipmentNbr.IsEqual<PX.Data.BQL.@P.AsString>        .And<SOShipLineSplit.lineNbr.IsEqual<PX.Data.BQL.@P.AsInt>>>        .View.Select(Base, row.ShipmentNbr, row.LineNbr))    {        if (split.PickedQty > 0 || split.PackedQty > 0)        {            MSPSOShipmentDeleteLog newLog = new MSPSOShipmentDeleteLog()            {                OrderType = row.OrigOrderType,                OrderNbr = row.OrigOrderNbr,                LineNbr =

We just went live a few months ago, so still learning a lot.The struggle we are facing in our DC is that we have a primary pick location for each sku. We have automated replenishment filling the primaries based a set min qty.Lets say we have sku A with a min qty of 400 in the primary pick location with a master case having 60 units per box. So each primary will have several unopened cases plus a partial cases.Filling small order and replen is fine.When we are filling bigger orders for lets say 910 units. It consumes everything in the primary and grabs a partial from a non-primary. Then partial cases is left in the non-primary and I need to refill the entire primary Is there a way for an order of 910 units. To grab 15 full cases of 60 units from a non-primary location and get the remaining 10 from the primary? 

Hi everyone,I placed an order for 2 units of an item.Now I’m in the Receive and Put Away screen. I entered the order number and the item number, then clicked on Quantity and entered the number 2.I want to enter two serial numbers ( for example, 00001 and 00002 ) at the same time, instead of entering them one after the other. I’d like to know if that’s possible, and if so, how it works.In general, when I order larger quantities of an item, I’d prefer to enter all serial numbers in one go rather than inputting each one individually.I’d really appreciate your help with this.Thanks in advance!  

We use batch picking, (4 shipments per worksheet) and sometime we need to confirm what we picked before the entire worksheet is completed/picked.Is there any way from to confirm the lines that have been picked while leaving the rest open?any thought or tips would be greatly appreciated.