Distribution

I want to change the workflow on shipment and add a Button “READYFORPICKUP” in between Confirm shipment and prepare invoice.When CONFIRM SHIPMENT is clicked, A new Button (status) should appear,Once this button is clicked, then it should return to normal workflow and Prepare Invoice should be available.   Prepare Invoice should not be available until Ready for Pickup has been clicked.  I have tried to build this in the workflow, with mixed results.What is the best way to accomplish this.thanks 

 Hello,I’m having difficulty creating an import scenario to generate a Prepayment Invoice from the Sales Order screen.In the manual process, the user clicks the Prepayment Invoice button, which opens a pop-up window asking for the amount or percentage of the sales order. After confirming, the system navigates to the AR Invoice and Memo screen, automatically copying all relevant data from the Sales Order screen. At this point, the user simply needs to click Save to complete the creation of Prepayment Invoice.Please see screenshot below  the whole process.Based on the manual process, I attempted to create an import scenario. I tried using the Add Invoice Details object under the sales Order screen, but I noticed that this object does not include a Save Action. Could someone please advise or guide me on how to proceed with this . We need prepayment Invoice due to VAT requirement,   

Customer has multiple warehouses They are looking for a replenishment solution that would look to transfer before purchasing when availableHas anyone address this type of situation ?

How can we change the “Transaction Description” of the Invoice created with multiple installment terms.For example: we have created an invoice with Credit Terms as “5SPLITPAY” with Invoice total as 5,000. After invoice is released, 5 new invoices are created with “Transaction Description” as “Item Discount”, from where this text coming from, do we have any option to change this. Please help us. 

Hi everyone,I’m currently facing the following issue:I am adding several orders from the same customer to one shipment (open shipment → Add Order). This works fine as long as the orders have the same Order Type.However, when I try to add an order with a different Order Type, I get the following error message:“The order type cannot be selected. The value of the AR document type setting for this order type differs from the value of the same setting for the order types in the lines that have already been added to the shipment.”I can't figure out how to avoid this or where to change the settings to allow adding the order to the shipment.Has anyone experienced this issue or has a suggestion on how to solve it?Thanks in advance!

Hi All, I created and released a negative Move transaction in my Production Order accidentally. It has generated a Material transaction as well. Then I created a positive Move transaction hoping I could just reverse them that way, but the cost captured in Materials transaction were different.The Move transactions did not have impact on finished goods inventory. I am running some tests to work with reversing them, but how do I go about reversing these transactions properly? Many thanks in advance!Negative Move:Associated Negative Material: Positive Move: Associated Positive Material with different cost: 

I work for a metal service center selling corrosion-resistant metals products. If you are running Acumatica and work for a metal service center, please let me know I’d love to discuss with you! Thanks, Jonathan

I need to ship a Non-Stock Kit from multiple warehouses. Each component is in its own warehouse and I want to ship it directly from that warehouse without transfering it to the other.I am using the Multiple Warehouse feature of 24R2.I have 2 warehouses set up:W1 - Warehouse 1W2 - Warehouse 2Consider a Non-Stock Item Kit (NSK1) with 2 components. The qty avail for each component exists only at its default warehouse.COMP1 - Component 1 w/ default warehouse W1COMP2 - Component 2 w/ default warehouse W2When adding item NSK1 to a Sales Order you must choose a Warehouse. Selecting either W1 or W2 will not allow a Shipment to be created because "There is no stock available at the W1 warehouse for the COMP2 item" (or vice-versa). Batch processing orders to Create Shipments results in the same error in the trace log.Is it possible to ship components of a non-stock kit item from multiple warehouses?

I want to create a customer by passing the Numbering seq. The customer number CS0225. Attached are the Numbers currently we have space to add the mentioned. How ever when I checked the Manual Numbering seq and advise the team member to proceed of the customer creation, we are unable to process 

Is it possible to add the list of items that need to be counted from the online version to the mobile Scan and Count? Our team is basically counting blind not knowing what needs to be counted and where those parts are. Ideally, we wouldn’t have to use a computer to do a cycle count. 

 Hi,I’m trying to make the CustomerID selector field display as a hyperlink in the Modern UI, but it is not showing up as expected. Below is my code snippet. Could anyone help me identify what I might be missing or how to make it work?Code:DAC:#region CustomerID[PXDBInt()][PXUIField(DisplayName = "Customer ID",Enabled =false)][PXSelector(typeof(Search<BAccount.bAccountID,Where<BAccount.type,Equal<BAccountType.customerType>>>),    SubstituteKey = typeof(BAccount.acctCD),    DescriptionField = typeof(BAccount.acctName))]public virtual int? CustomerID { get; set; }public abstract class customerID : PX.Data.BQL.BqlInt.Field<customerID> { }#endregionHTML:<template>                    <field name="CustomerID" config-allow-edit.bind="true"></field></template>I also tried by adding config-type.bind="1" Thanks in advance.Premalatha N

Hey there,we do have the issue, that we have open orders for the same customer and want to merge the shipment.So for example customer 1 has 3 open orders and in each order are some items which are available in the warehouse and can be shipped. Now i want to have only one shipment for those items.Also possible is that we have a customer with 2 open orders and all items are available and should be send in only one shipment. Any ideas how i can do this? At the moment i have to create for each order a shipment.

We changed a stock item's posting class. One year later, it still uses the GL defined in the old one. Why?  The item and posting class Gl accounts are defined with the new accounts.  I’ve looked at the bill of material, the sales order, warehouse, location.  Nothing suggests that the old accounts should be hit.  This is happening for issues out of the warehouse but does not appear to affect receipts.

When I create credit return it show the error message like this.

Hello all,I would like to confirm whether it is a native Acumatica functionality that when a metafield in Shopify is not mapped in Acumatica, any data exported from Acumatica to Shopify will result in a blank value being passed to that unmapped metafield, even if there is data present in the corresponding field?Thanks.

Hello, We’ve been using Acumatica WMS for about two years now. We were initially excited about the picking functionality—using a smartphone via the Acumatica app, or a handheld scanner—but it has not lived up to our expectations. I’m curious if anyone is having success? Here are our pain points: In order to pick via the handheld, you also need a printed picking worksheet to know where to go and what to pick. Using the Review screen during the pick is inefficient to look back-and-forth between. I wish the picking screen would tell you more about where to go, what SKUs and quantities to pick, rather than leaving you “blind” to that information.  It is therefore much easier for our team to just use the printed picking worksheet to pick orders. Using the handheld takes much longer.  As far as I know there’s no way to simply mark a picking worksheet as “picked” in Acumatica. You have to actually scan everything (which takes forever). Therefore our team just deletes the picking worksheet aft

Hello,I am trying to drop ship an item that is serial tracked.  I have checked the Required for Drop-ship box in the Lot/Serial Class. I still cannot open Line Details to enter the serial number on the Sales Order screen, and get this error. The first place I can enter a serial number is on the Purchase Receipt. Is there a way to enter the serial number on the Sales Order screen for a drop ship item?

Has anyone integrated apple email to Acumatica 

I am testing Seasonality Replenishment The help is a bit vague - it says useed to reduce of increase repl qtyI am finding the factor shown below is reducing the repl qty Is this correct ?  

When we try to export the line details from the Sales Order Entry screen we get an error:  Object reference not set to an instance of an object.  Is there a way to correct this?Thank you 

Hello all,Is there something we can follow to mark contacts a primary for customers? Each customer has one contact & I’m looking to mark them as primary for all those customers.  How can we do that?

What is the best source of documentation and training on setting up seasonality is replenishment ?Thank you  

Anyone ever have a scenario on how to set a specific quantity limit in a warehouse location? For example this specific shelf can only hold up to a quantity of 5 items. There's nothing to set that as of now, you can set locations to have primary items...but no limits to the number of items a location can hold.  

Hi,I need track the COGS and Sales for a specific customer . I was looking for a way to set up the COGS and sales account to be picked based on this specific customer.This seems  not possible with the available options and I identified one issue which is if we have set up the posting class to pick the sales account by the inventory and also we have a different sales account in the customer’s GL accounts, the system always picks the account from the Inventory ID. How can I set the priority to pick the account entered in the customer rather than picking it from inventory ID?Further, I can check the sales for the specific customer in the sales account, since in the account details customer is available. I can filter and see. But in the COGS account, the business account is not available. I will be able to create a GI to connect and show the customer for COGS transactions but Do you see any other options to see the COGS for a specific customer?Thank You,Dulanjana 

Dennis Henry, ControllerI recently migrated from Sage 500 To Acumatica and we installed the SalesOrderTypeDefaultReasonCode module from github. Adding default reason code by sales order enables you to set default sales and sub GLs when a reason code is for each sales order.  For example all of our sales service reps orders use the CSRSO which sets a default sales gl account and default sales sub account to 40010 and 11 respectively.PROBLEM: Most sales orders with their associated reason codes work just fine. However in some instances the system appears to ignore the reason code defaults.  And it most cases it completely ignores the reason codes’ sub defaults.  See attached images 1-5.  Any assistance would be appreciated. I created an issue on github weeks ago but no answer.Order Type = SO - SSR- Use Sales Account From: Reason Code- Combine Sales Sub. From: RRRRRRRRRR Reason Code =  CSRS0- Usage: Sales- Sales Account: 40010 - Sales SSR- Sales Sub: 11 - Sales, SSRSales Order = SO0005296