Distribution

Hi AllWe have Purcahse Order approvals enabled in our environment (24R1).Our PO screen was modified to include a few custom date fields (see image attached) that would need to be populated at different times based on the shipment from the vendor such as estimated shipping date, customs clearance date, etc. Everytime a date has to be entered in one of these fields, the PO has to be placed on hold. When it is taken off of hold, the PO requires approval again. Is it possible to have these dates changed and not require approval when the PO is taken off of hold? Maybe by tweaking the conditions of the approval map or having multiple approval maps?ThanksAmitCustom fields on PO screen where dates need to be entered at different times 

Hi Team,We are working with 24R1 and trying to increase User-Defined Fields length on Sales Order screen (please find attached screenshot below for reference).We increased the length to 4000 characters but here on Sales Order screen it is taking default length only.For verification we have written cache attached for Value field of CSAnswers DAC for InventoryItemMaint graph for Stock Items screen and there it is working as expected.But when we tried the same here for Sales Order screen, getting error like below: Can you suggest the best possible way to achieve this. Thank you in advance !

is there a way we can get Acumatica to give us a ‘Mark All for PO’ option on Sales Orders?this is so we don’t have to go line by line to mark for PO

Good day,Right now on the RM (Order Type), the Auto Create Checkbox is defaulted to TRUE (Checked).  Is their a preference to change the default to FALSE(Unchecked).  Users need to uncheck the box to process the RMA to bring the item back into inventory.  (We don’t send out replacement items using the RMA process.I appreciate any suggestion.Thank you@Evan G 

Hi All, I have a question regarding the inventory report: I checked on my Inventory Transaction Detail for Beginning and Ending Qty. Please refer to the first page on period August 2022 screenshot document below:The beginning balance is correct because I just created the stock item so the beginning balance is zero and the ending balance is also correct because I purchased 400 item in August 2022.However, when I changed the next period, instead of reflecting the ending quantity from last period, the beginning quantity begins with zero again. Thus, the ending quantity is minus. Please refer to the second first page on Period September 2022 screenshot document below:

I have a purchase order with lines that are set to complete “By Amount”.  Min Receipt = 0%, Max Receipt = 102.5%, Complete on = 100%.I understand this to mean that any amount below and including 102.5% of the amount can be receipted, but once the amount of the receipt line = 100% of the amount on the PO line, the line should complete.Amount on PO line = Amount on Receipt line, so why would it not set the PO line to complete?  Am I missing something else here?

We moved from 23R1 to 24R2 and now missing the Terms of Sale box. It states in 24R2 we need to use Easy Post to get this box to populate, while currently we use Ship engine. In the Easy Post setup it requests the Terms of Sale. Has anyone used this and I'm questioning on the setup does the assigning it to the setup as shown below limit how it is used on the shipping screen - meaning you can select an option and is defaulted? I don't want to go through account setups for no reason. I considered just adding a custom UDF combo box to use instead and stay on Ship engine. Thoughts?    

Hi,When we send emails from the Sales Order (SO) screen, customers reply, but we don’t see those replies in All Emails → Incoming Mails, and nothing appears on the SO either.We’re not using a CRM license. Is it possible to receive and track replies without CRM?If yes, what setup is needed?Thanks!

Trying to trigger the “Extend as Customer” action for a business account via the rest api but am getting a 422 Unprocessable Entity. Not sure what I am doing wrong? Please help.In postman using ‘POST’ with the url: https://((CUSTOMER))/entity/Default/24.200.001/BusinessAccount/ConvertBusinessAccountToCustomerBody: {"entity": {"Type": { "value": "BAccount" },"BusinessAccountID": { "value": "000053" },"CustomerClass": { "value": "W RN BC" },"CustomerName": { "value": "Channeltestcustomer169" },"SalesAccount": { "value": "40000" },"ARAccount": { "value": "11000" }}}  

Hello - I am attempting to create Purchase Order Approval Routing by Project Task or Cost Code, however, when I choose those options on the ‘Purchase Order Line’, no Project Task IDs or Cost Codes will populate, despite us having those configured in the system.Am I missing a step here in order to get these to populate in the approval routing options?   

When releasing the Adjustment, an error will occur. InventoryID and Lot/Serial Nbr have already been received, This is standard Acumatica, How to found the issue? 

Hi all, We are currently into an issue where creating a Primary Contact does not update the Ship-to or Bill-to Info.I was expecting once a primary Contact is set-up that there is at least an option to bring in that Contact Info (even if Overwrite is selected):   I feel like I am missing something super trivial.Any ideas / thoughts?

Hello,I am trying to add another line to existing Source Restrictions on an Import Scenario. Upon click save getting the following message. The business event, automation schedule, import scenario is all turned off and no other processes are running that uses the same field or running. Any suggestions on how to resolve this? Thanks in advance.Error: Another process has added the 'SYImportCondition' record. Your changes will be lost.

Have a strange situation with shipping via UPS.  During rate shopping the rates show almost double during shipment but once the shipment is confirmed, the rate is reduced to the negotiated rate.  Has anyone experienced this before?  How can we get the negotiated rates to show up during rate shopping.  

Hello all,I have a carrier which has a sub section of Medium Flat rate box. As of now this sub section is getting calculated based on the box dimension & weight. How can I setup a fixed flat rate for this box?  

We have stock items that are now discontinued, but we still have inventory in our other warehouses. Is is possible to prevent sales in one warehouse but still allow in another? 

When using the Receive and Put Away screen is it possible that when you scan a barcode of an item it will default to the qty on the PO. Then if the order was not filled the user could set the qty to actual received. I feel that it's an extra step to set the qty every time or scan each barcode. It would be nice if this was a setting that could be turned on or off. 

Phocas is an Integration Partner with Acumatica.Using Odata - GI and DACs to retrieve dataincrementally based on date last modified.I have a customer who has changed the InventoryID of an ItemI see that the related Sales invoices also reflect this change. (not sure if this occurs due to a trigger or if the transactions actually map to a hidden Key (other than InventoryID)Unfortunately since the transactional Sales data is load incrementally into Phocos it still contains the old InventoryID. Causing problems.The mitigation for us is to FULLY re load Transaction history but this is not ideal as it increases the server load and time to fetch information.I wonder if there is a non volitile hidden Key for Inventory that I could use Instead of a volotile (renamable) field InventoryID appears to be.Is there a way i can track inventory ID changes to handle the scenario of updating the Historical Transactions we store

We have a few clients who are looking for a more Robust RFQ solution than the standard Acumatica process can provide right now. The biggest issues they are facing is the volume of parts that they are trying to quote, from a variety of suppliers. To manually go through and select the RFT winner on these items is extremely difficult and time consuming. Is there anyone out there using a different solution?  We are evaluating SourceDay, but were hoping there might be a few other options out there!

Hi All, We moved to 24R2. When we search an item (first snippet) nothing is returned and need to use the magnify glass - but in the old version 23R1 we would get results to choose from (2nd Snippet). Anyone see this before and how to resolve it?  

We have an item that is allocated. It is the last qty that is in stock:It is allocated to this shipment from this location:But, when we go to pick the item, we get this error. Our lot class issue method is user-enterable, so we scan the lot number when we pick the item. This is happening repeatedly. Since we are in Pick Pack Ship, we are stuck with leaving the item on back order if we want to get the order out same day, even though all our ducks seem to be in a row. Sorry about the size of the image.  

I am trying to release a stock adjustment after stock take and get the following error. There are no details at all in the Trace. Has anyone got any ideas or seen this before?Many thanks

We create kits that have multiple stock items, all of which can be substituted. I know about adding related items to the stock items, but I cannot use that function because each of the components of the kit are also sold individually and the items we might substitute for in the kit we would never substitute for on individual stock item sales.I have a different, laborious solution (allowing component variances and listing ALL possible items, including subs, in the kit components and then adjusting the amount used to 0 for any not being used in assembly), but, I’m also trying to figure out how to use the Substitution tab in the Kit Specifications. It seems like you should be able to identify substitutions here, but I can’t figure out how to make it work and I can’t find any published information on it. Does anyone know how this tab functions?I’m including a screenshot of what it looks like. In this kit I have a stock item, Bergamot, where I’ve added a substitute of Panor

Hello,We are new to Acumatica, and we are using Replenishing for our purchases. We ran into an issue, and it looks like it does not take into consideration UOM or conversion factor. For example, it asks us to order 20 each of a part or product, and we enter a PO for one case. It still asks us to order 19 more even though the conversion factor is already defined on the item profile to 1 case = 20 each. We cannot enter a PO for 20 each because our supplier does not sell it by each.In addition to that, it does not round the UOM. For example, if it asks us to order 30 each of a part and the conversion factor is 1 case = 20 each, it creates a PO for 1.5 cases. It does not round it to 2 cases. Is there any option or field in ACUMA to fix it?

Good day,I am looking for some advice and directions or suggest on how to automate the updating the Item last cost with the tariff %.  It is important the salesperson realize that the cost of the item now includes a tariff amount/percent that needs to be included in the sales quotes pricing to customers.Any thoughts or questions.  The company management is discussing it.  The current environment seems to expect this not to change any time soon;  we order from Canada, and China mostly.  Our vendors are starting to pass on the tariff on the purchase order/freight, etc.Logic.Add a checkbox on the stock item profile to identify the specific items. ( We will need to identify the specific Canadian items or other countries.) Write the script to update the last cost with the tariff percentage after it the product is received into inventory. (Last cost is updated after each purchase order/purchase receipt is released) The script updates the