Inventory, Orders Management, Warehouse Operations
- 1,323 Topics
- 5,124 Replies
I try to update stock items screen, the LAST COST, by scenario. But the system shows me Failed to convert parameter value from a String to a Decimal.I have changed the format to numeric…. and many formats.Someone knows how to solve it.thank you
Hi Everyone!Does anyone know of a way to assign sales reps in Acumatica based on item class and customer/business account at the time of sales order entry?Example: IF item class = Consignment, THEN Sales Rep = Business Account OwnerAny help would be greatly appreciated :)Thank you!
I reduced the Quantities On Hand for all Stock Items to -0-.To effect a change in Valuation Method, can this be accomplished by changing the associated Item Class records? As I adjust the quantities and costs back in, will the Item Class record make the change to each Item record?Or do I need to make the change to each Inventory item record to make the valuation change take effect?
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.
From the help file on the Shipping Terms (CS208000) form:Invoice Freight Price Based On The base document to be used for the freight price calculation in a sales order invoice with the current shipping terms selected. You can select one of the following settings: Shipment (default): The system copies the freight price from the related shipment to the invoice. Sales Order: The system copies the freight price from the related sales order to the invoice (fully or partially if the shipment is partial). Can anyone tell me what the highlighted text means in terms of expected behavior? In my testing, when I set this “Invoice Freight Price based on” to “Sales Order”: and create shipments that I believe are “partial”, the freight price still transfers fully, not partially.Perhaps my understanding of the phrase “if the shipment is partial” is off.The way it reads, it seems that intended functionality is to distribute the shipping charges across all of the shipments that come from one
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
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
We are new to acumatica and trying to use the Purchase Request / Requisition process. In our legacy system the users will make purchase request for known and unknown items. In acumatica we are able to make the requests for unknown items however, when our purchasing personal try to create the requisition from the request we get errors as the ItemID does not exist. Is there a workflow where you can take the request item information and create a new item from it? Or does anyone have any ideas on how you could allow requestors to make a request for non-existing items or vendors?
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
I have created a second PXSelector that mimicks the behavior of the out-of-the-box UOM field in the Sales Order entry screen. I have detailed the process of creating this below; I have basically copied all the elements I can find from the existing UOM field (and renamed to jUOM as necessary). Everything works, except I get an error when saving the Sales Order document that says “Invalid column name ‘jUOM’.I am stuck trying to figure out how to create an extended field on the SOLine cache that can save the value chosen by the user for this second UOM field (called jUOM) to a field in the database.I confess to not really understanding how the out-of-the-box UOM field is being saved to the SOLine database table, which is part of my problem. I have played around with using PXDBString etc, but that breaks the UOM selector (can’t be used with the: [INUnit(typeof(SOLine.inventoryID), DisplayName = "jUOM")] DAC field declaration).Can someone help me makes sense of what’s going on with these U
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.
In the Warehouse settings screen, you define your Warehouse Locations in the Location Table. There is a field called “Path” in this table, but I can’t find an explanation anywhere of what this field does/what it means.In the Pick/Pack/Ship workflow, the handheld device keeps asking you to scan the nearest warehouse location. This never made sense to me, because there doesn’t appear to be anywhere in the system where you can tell it the distance between locations. So why would it care where you are currently, if it has no idea what the most efficient next location would be to send you to?So I’m wondering if this Path field maybe has something to do with Pick/Pack/Ship and its ability to distingish between Locations that are far away or close to one another?
Hello, Take the “release from hold” button on SO screen for example. Currently, I can set this button only can be clickable by certain users using “access rights” function. But if I set by “acess rights” ,it would effect on all customers on all Sales orders.What I want is to for only certain customer/customer class that we limit the access rights of the “release from hold” button to only a few users. For the rest, all users have right to click the button.Is it possbile?
We have a purchase order work flow issue. When a sales representative puts an item not in stock on a sales order, (and the items does not have a replenishment set), the item is set to back order. Our buyers do not know to order that item when the buyers are placing purchase orders. And the backordered item does not get ordered. Can Acumatica automatically put these backordered items an a Purchase Order? If not, how can Acumatica show us we need to put these backordered items on a Purchase Order?
When Related Items are enabled for inventory items, Acumatica will prompt the user that there are related items at the sales order screen. However, this prompt only seems to happen for sales order types that use the Sales Order automation behavior (as set up under sales order preferences → order types). If you have a sales order type set up with the Quote automation behavior, related items does not prompt the user. It seems to me that I’m missing something in the setup because the quote phase is best opportunity for cross & up sell. Does anyone know how to enable related items for the quote type (ie. order type = QT) sales orders? We are using 2022R1 Build 9. Thanks for the help!!Best,Amit
Can anyone explain if the In-Transit Branch default under Inventory Preferences has any impact? I have a multi-branch company and of course would have any number of branches that would be in-transit when transferring or purchasing inventory. I don’t understand how 1 default In-Transit Branch would even apply much less make sense to be mandatory setup under Inventory Preferences. thanks for the input
Currently when using the scan and issue or scan materials screen, Acumatica defaults to adding 1 unit to the line that you have scanned. In our industry, nearly everything is weighed out and we need our operators to always enter the qty that is on their scale. Is there a way to adjust the settings in Acumatica to default to setting the qty in the scanning modules?
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.