Inventory, Orders Management, Warehouse Operations
- 1,027 Topics
- 3,992 Replies
Using Stock KITs and Substitution (Related Items)
Setup some stock skus to use related items (set the item class to NOT allow Negatives) and tried to assemble a kit that one of the components was at a qty 0, and had allow for substitutions but I’m not sure where I pick the substitution item to add to the Kit assemble BOM. Is there something I’m missing in the process? How do I process the substitution?
Scan POD Documents
I’m looking for a solution how to scan POD documents in bulk (300 pages at a time) and the system should store them in the proper SO within Acumatica (identifying the proper order number from the document bar code) and then email them together as page two when creating and sending invoices to our customers, we don't want to use a mobile app for signatures, we hand a piece of paper to the driver for every delivery and when they return the signed document we want to have them in the system and use it to email it together with the invoice as proof of receiving the goods, any idea how to accomplish this would be very helpful, do to the volume scanning and dragging each document wont be an option, Thank you.
Inventory Pieces/Remnants - Any ideas on best way to deal with this?
We are in the metals industry, and one of the somewhat unique aspects of our business from an ERP perspective is that sometimes we will cut pieces of material that we sell into smaller pieces, per our customer’s request. So as a simple example, let’s say you have a 20ft x 20 ft piece of aluminum plate, and the customer asks for a piece that is 16ft x 18ft. We will cut that plate to size, and then have a remainder (what we call a remnant or a piece) that is left over. Sometimes we will directly scrap this remainder (not keep it around), and other times we will keep it on hand and sell it to another customer, or use it to cut another piece for a customer who may require a size smaller than that previously cut piece. We need to maintain heat/lot tracking of these pieces from the parent item.Does anyone have any clever ideas about the best way to program this in Acumatica? You could obviously create a new item every time you create one of these pieces, that is the exact dimensions of the p
Assign workgroup to purchase requests
I have a created an assignment map for Purchase Requests and assigned it to the Purchase Requisition preferences. No matter how I configure it when I create a request it doesn’t assign it to the workgroup. I can see other areas where Assignment maps are used require a a process to be run to assign the owner and workgroups. . For example, Cases, Contacts, and Opportunities. No such process exists for assigning requests. Any idea on how I can get this to work?
Any option to Load Salesperson based on Login User.?
When we create a sales order, is there any option to load the Salesperson based on Login User Employee instead of loading based on customer .( User is linked with Employee and employee is linked with Salesperson) .Any suggestions ? Thanks in advance.
Multiple Vendor Address Locations However Purchase From Address is Corporate Address Not Location
In our process, we buy product from a vendor. However this vendor is able to offer product produced at various locations. We need to be able to identify the producing location for regulations. Right now we add locations but in order for the purchase order to print correctly as being purchased from the main vendor all addresses have to be the main vendor and not the location. Is there a current way to add a vendor location with it's address but be able to have the purchase order report print the "corporate address"?
Allocated quantities on transactions
Hello, On Hand, Available, Available for Shipping, and Allocated quantities are visible at the bottom of an inventory transaction screen. The Allocated quantities seem to always show 0.00, even if items are listed on the “Inventory Allocated Details” inquiry. Does anyone know what field the Allocated quantities is pulling at the bottom of the screen? We need to add it to another screen and also understand why it is 0.00. Thanks so much!
Transfer Inventory to another warehouse for consolidation into single order?
Let’s say that we have 2 different warehouses, MAIN warehouse, and another warehouse in a different city that is SECONDARY warehouse. We create a sales order with 9 items from MAIN warehouse, but one item is only available in SECONDARY warehouse. We want to transfer the stcok required from SECONDARY warehouse to MAIN warehouse, for inclusion in the customer’s order for one consolidated delivery all at the same time.Is there a way to transfer this inventory from SECONDARY warehouse to MAIN warehouse, for consolidation into the single order automatically? (the alternative of course is to transfer first, and then add to the customer’s order, but this runs ths risk that someone else grabs that inventory after the transfer to the MAIN warehouse).
Default Scan and Issue and Scan Materials Screen to default to set qty
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?
Auto Customer ID
Hi Acumatica Community,At the time of customer creation , Customer ID is a mandatory field. Is there any settings to make this field system generated? I have got this requirement from user, they dont want to manually enter customer id, rather it should be a system generated chronological ID.
Purchase Order Receipt via Bar Code
How can I setup Acumatica so that I can scan a barcode, not necessarily through the mobile app, that will auto update inventory received on the document details of a Purchase Receipt, after identifying the vendor ID, and looked up the Open Purchase Order. This being required when you don’t have the Manufacturing module. I though this was standard out-the-box functionality?
Customisation to edit shipment fields after confirmation?
Has anyone had any luck in customising Shipment fields to allow editing after shipment confirmation?Our company requires multiple shipments (one for each vehicle) against the same order. Due to Acumatica limitations, this means we need to confirm the earlier shipment to open a subsequent one, despite the shipment not actually being confirmed. Naturally, this leads to errors, which are particularly difficult to correct due to too many subsequent shipments having been ‘confirmed’ already.This leads to the issue of how to rectify errors. Should there be any way to customise the editing of Shipment fields (such as date, description, UDFs, and quantity) even in a Confirmed state, it would help a lot to resolve our problem.Thanks!
Why @reportID in Purchase Receipt Automation steps is different than other screens
Hello, Take invoice screen in automation steps for exampleIf I want to add a new report button, I can use fill with values, and set the value to whatever screenID as I wish. However, when I come to purchase receipt screen. I can NOT add a new report as I wish. Why is not? How can I solve it? How can I add a new report print functions on purchase receipt screen. Thank you in advance.
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