Inventory, Orders Management, Warehouse Operations
- 1,423 Topics
- 5,512 Replies
When a user enters in a Customer, Vendor, Contact, Ship to Address, (anywhere where the zip code is part of the address); the user would like to enter address line 1, zip code, and then have it auto populate the City, State and Country. We are converting a client from Sage and they are showing how the process works.
Hello Everyone.I would like to understand the functionality of Avg cost in sales order I have reviewed the Stock Item Price cost and observed that avg cost is 256.85 but in My sales order when the SKU is selected it is showing 303.50Further, I verified and observed the avg cost value is coming from the inventory summary- Estimated cost columnJust want to understand why the estimated cost value is not updated on the avg cost details under that SKU or else do we have functional calculations on this?Any thoughts on this? Also, share the article if you have anything related to this. Notes: All receipts are released, No pending transactions for this item with the respective purchasing side
I have a non-stock item set to Close PO Line: “By Amount”. If I add this item to a Purchase Order manually, the Close PO Line setting carries over to the PO Line correctly.If I use the Create Purchase Orders screen to create a PO with that same non-stock item, the PO Line is created with Close PO Line = “By Quantity”. The Close PO Line field is not editable on the Purchase Order line and this is impacting our ability to process partial AP Bills correctly against the PO Line.Has anyone else run into this situation?Am I missing something in the configuration? Inquiry showing the issue for just one of our items set to Close PO Line by Amount
I have a customer who has been anxiously waiting for the ability to complete a 2-step transfer on the mobile app. I see now that you can actually select Transfer Receipt as on option under Purchase Receipts:However, all I seem to be able to do is create the record. I can’t find anywhere to enter the Transfer Order to receive. Help?Thanks!
I have a customer who wants to be able to print out inventory item labels directly from the PO Receipt screen.They have developed a report (label) as a stand-alone screen where they can select the receipt number and it creates a label for each line on the PO receipt with the total line qty. They aren’t concerned at this point with have an individual label for each item received, though I’ve seen a number of suggestions on ways to do that on the community.However, I haven’t seen anything on how to incorporate this on the PO Receipt screen.I have tried doing this myself with an Action in a customization but the parameters don’t allow you to select the inventory item on the detail line to pass to the report (label):Am I missing something?
Hello, We had our ACM set up via a third party so have had little training on any sort of customisations. How do we change the invoice layout they have created for us? We need to add our own bank details on there so customers can pay us!
We are currently working with a client who wants to configure a vendor-consigned workflow in Acumatica using the out-of-the-box functionality. However, we have encountered a challenge in setting up the workflow due to the accounting treatment of consigned inventory usage. When the vendor's consigned stock is consumed in a production order, the system creates a Journal Entry that hits the Cost of Goods Sold account. But when we subsequently bill the vendor for the inventory used, the Accounts Payable bill also hits an expense account, resulting in a double recording of the cost. Any suggestions on how to manage such a scenario in Acumatica.
Has anyone had an issue with acumatica pulling all the info from UPS back into the shipment with the shipping integration tool? I’ve noticed that when I get a shipment that has at least 10 boxes/packages, it won’t pull all the tracking numbers back into acumatica and the shipping cost has to be adjusted as well because its only pulling the cost of the boxes pulled back into the shipment in acumatica.
Hello,trying to add a document level discount to a SO Import Scenario where the SO could have multiple lines. Not sure exactly where to put the discount in order of operations, but i’ve been trying to follow the order of tabs in SO screen. I have also tried to put the discount above the ‘line details’. In this example the SO will have 2 lines, and i’m getting following error on the 2nd row (this example puts the discount after the ‘line details’ are entered - see XML): I have attached the XML for reference. Any help is appreciated!Cheers,k2
Does anyone know of a way to handle the new CO Retail Delivery Fee ($.27 beginning July 1, 2022) either with Avatax or without? Avalara had sent out communications regarding this which stated to perform the following: Merchants subject to this fee will need to add a $0 line item to their orders with the OF400000 tax code. I’m unsure as to how this would be done in Acumatica. Perhaps someone from Acumatica may know if there will be something released in a new build perhaps?
HiI have a challenge with reason codes in stock issue screen.My customer is a farming concern and have several sub accounts which need to absorb stock issue cost being fertilizer or chemicals, etc.Why can one not choose an account and sub account on this graph. We now have to create hundreds of reason codes representing account and subaccount combinations. its not practical. when you in the issue screen on the reason code field and one start typing for a quick search suggestion, the only value that it runs on is the reason code itself, not the description and not the account and not the subaccount either. If the suggestive search could run on description it can help already.I will appreciate some advice on this please. thank you
Does anyone know how to make the Qty to Supply field in Prepare Replenishment round down? Currently any decimal amounts for parts with a UOM of ‘EACH’ is round up to the nearest whole amount. We would like it to round down. Is there a way to do this?
After setting the Payables Price Settings to fixed for "0" months, I can still only see the last vendor purchase price that was used to purchase from a Vendor. On the Inventory Stock Item - again I can only see the last Inventory price that was processed by the system. Since by implication the preferences indicate that the vendor purchase prices are retained, please advise where the list of those retained prices are for dealing with a vendor (It cannot be in the stock transaction history, as that does not relate to the Vendor)?
I know how to create volume-based price breaks for individual items in the Sales Prices worksheet. However, it would be a lot more convenient if we could set volume-based price breaks at the item class level. For example, if the customer orders over 1000 lbs, then reduce the base price by 10%.Is it possible to do this in Acumatica?
Hello,I have a purchase order that I cannot get to move from the completed to closed status. This PO has two prepayments tied to it, both of the payments are used in full against a bill that has multiple receipts. The issue seems to stem from the fact that the freight cost line (which is manually added) still has an unbilled balance on it. Our vendor provided a total cost of $8050 for freight ahead of time; however, this freight was received partially several times as multiple shipments came in. This appears to make the PO think there there are still unbilled amounts, and therefore will not move it to the closed status (even though the other receipts contain the balance). I tried to check the closed box on the PO line manually but I am unable to do so. Any ideas on how to handle this? Thanks!
We operate a wholesale business where all of our customers are assigned a discount level off of our list price. Some customers also have customer specific prices on a few items that we have negotiated. This was a simple structure to manage in quickbooks using pricing rules but seems to be very complex to set up in acumatica. Wondering if anyone else has come up with a good way to make this work in acumatica.Our challenges:Utilizing Sales price worksheets we can set up a worksheet for each discount level using customer price classes. We can also set up a customer specific worksheet for the special pricing some customers receive. Both of these function perfectly. Our problem is that we add items on a daily basis and using the above method we will have to manually create a new price worksheet for every new item we create. Utilizing Discount codes we can set up a discount code for each discount level and assign those to our customers however these discounts apply to everything includ
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?
Hi All, This is my first customization in acumatica. I am an absolute beginner to this. My requirement is as below:I need to update the default scan qty from 1 to 0 in pick pack ship and other similar forms( both web and mobile app). Currently its getting populated with 1 as default value. Please help me on this, how to do this and where to start with. If this was a customization in base code, it would be easy to do so, by grabbing the development branch and setting a debugger to find out the flow. Since this has quite a different approach whichis new to me, so getting hard time to figure out.Any reference to the or something similar are really appreciated.
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