Distribution

How do assign individuals as requested by in the Creating a new Requests Help says employee record, but dont see anything related to Assigning users as requestor or no roles as requestor. Question what is the setup for Internal requests

Hi All,In our legacy ERP system, we had close to 30 product categories (out of the box item grouping feature) that grouped items together for various reasons (for finished goods, product line, and for component parts, categories were created for some of the parts based on functional usage).These product categories don't share many of the attributes defined in an item class: -stock/non-stock-finished good/component/subassembly/service/expense/labor-valuation method -posting classs-lot serial class-base/sales/purchase units -cycle count code-price class -default mark for (purchasing or production).On top of this, the finished good items often can be used in multiple product lines. ------------------------------In Acumatica, I created item classes that corresponded with the existing product categories. Next, I added a second segment which attempted to summarize a homogenous set of items within the

Hi,What are the steps to configure or use the GS1 barcode in Acumatica? Any example? Thanks,EV

A number of our clients are struggling with the new credit card processing workflow, where the pre-authorized amount is a cap for capturing.  Scenario: sales order is created with the amount of $100.  Credit card is pre-authorized for $100.  There is not integration with carriers through Acumatica OR (more often) it’s an LTL order, for which there is no integration in Acumatica.  So, the freight price cannot be estimated at the time of Sales Order.  Shipment is created and confirmed.  The freight price is received either from a 3rd party app or entered manually.  Invoice is created.  The invoice is now for $100 + $20 (shipping charge).  Since the card was pre-authorized for $100, the client cannot charge $120.  There are 2 options at this point: a) void pre-auth and create a new payment for $120; b) charge $100 and create another payment for $20.The issue with the first approach is that voiding does not remove holdback from an end customer account, and if they are short on mo

When I am posting the SO and Statue is  Awaiting payment so, I don't know how to change it as open. If I can change it I have normal flow process. Thanks for your support and helping 

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!   

Hi Community,Could someone please assist with the following situation:I have a Sales Order for 5 items Marked for PO, Purchase to Order. I create the PO, and I increase the quantity from 5 to 50. I try to Receive these 50 into my warehouse, and I get this error. Error: IN Document has been created but failed to release with the following error: 'Error: Inserting  'Sales Order Line Split' record raised at least one error. Please review the errors. Error: 'Lot/Serial Nbr.' cannot be empty.'. Please, validate a created IN Document This is the Lot/Serial Class associated with the item: Thank you,RJ

How do we use the two-factor authentication on the mobile app? The box opens to enter a two-factor authentication code on the mobile, but no way to request the code. 

Hi,One of our customers practices the following scenario.They buy an insurance policy prior to the Receipt of goods and create a bill to make the liability for the insurance company. But does not pay that amount until the goods are received. When the goods are received this amount needs to be allocated to the inventory appropriately. In Acumatica we couldn’t find a way to create a landed cost/bill prior to the purchase Receipt and attach the Bill to landed cost lately. Since the customer is not paying the amount, we cannot assist them to use the prepayment request method, pay the amount and create a prepayment and apply the landed cost once the goods are received.Is there a way to handle this kind of scenario? Please assist me on this regard.Amanda

SHO-ACC inventory ID is not supposed to be used on POs, however it was and not some of the POs have already been receivedwhat is the best way to be able to pay these bills and not mess up PO Accrualsome of the POs have already been received

Hello everybody, a few days ago I was working with a report but I saw although the information its correct, the report give me information duplicate (in disorder). I add the screenshot of relations and report:Relation Tablessomeone have idea about how fix this?

Dear all,I am using Acumatica 24R2 and encountering an issue when creating an SO Invoice from a Shipment, as described below:I have a shipment with 2 lines (2 items) and would like to generate 2 SO Invoices from this shipment—one invoice containing 1 lines and the other containing 1 remain lines.However, whencreate the invoice, the system displays an error message: "Sales Order/Shipment cannot be invoiced partially."Could you please assist me in resolving this issue?Thank you very much for your help!   

Hi everyone,I'm looking for guidance on integrating Acumatica with freight providers (e.g., EasyPost, StarShip) and configuring freight costs and sales prices. Specifically, I need help with:1. Setting up the integration with a freight provider for real-time shipping rates.2. Automatically pulling freight costs into sales orders.3. Configuring sales prices for freight charges based on weight, zone, or other criteria.4. Best practices for handling manual freight entries when needed.If anyone has experience with this setup or knows of any training materials covering these topics, I'd appreciate your help!Thanks in advance.

I have a customer evaluating DRP, they use an outsourced manufacturer and own all of their inventory, The Manufacturer only provides the labor for the assembly to create the KITS.   The KITS are made to order using stock items. We were hoping that DRP would provide the demand for the KIT assembly based on Sales demand, not seeing that it does that.  Also based on the functionality the planning only works with either a value for safety stock or a value for reorder point.  Neither of these are actually based on SO demand.  It would work if they wanted to have these completed KITS on hand but they do not wish to have any on hand, all KITS are made to order based on SO demand. Has anyone had a similar use case?  

v2023r1--sharing the version because I’m thinking this may be a bug fixed in a later release.I’ve had a couple of invoices lately brought to my attention where the Bill-To Contact and Address on the sales order (and ultimately the invoice) has a different customer’s details than what is on the customer record.  The “Override” checkboxes are not checked.My best guess is that an order is started for Customer A, and part way in the order taker realizes that they selected the wrong customer and updated it to Customer B.  The Ship To Contact details are updated, but the Bill To is not.  Unfortunately I haven’t been able to reliably duplicate it (I was able to duplicate it once in our Sandbox, but then following the same steps again it updated the Bill To contacts).I’m curious if others have run into this or if anyone knows if it may be something addressed in future versions.

I have the setting in Sales Order Preferences called ‘Add Zero Lines for Items Not in Stock’ checked, as well as ‘Create Zero Shipments’:When I create a Sales Order with ‘Back Order Allowed’ checked, and each line also has ‘Back Order Allowed’ as the Shipping Rule, I can get a 0 line on the shipment:However, if the line has ‘Mark for PO’ checked and/or has a linked PO, it is not offered for the shipment:The same occurs if it has ‘Mark for Production’ checked. It doesn’t make sense to me that this option would not work when products are coming from ot

Hello Everyone I don’t know if it’s possible but can we create an integration scenario to import an invoice (SO303000) to add a line (a stock item) and not update the total of the invoice  Thank you :) 

Can anyone tell me why inventory items are being omitted from the GI when I group by Inventory Id and Financial Period? 

Is there a way to detect a current open blanket order for the customer for the line item being keyed?  Example, there is blanket sales order for ABC Company for Item#AS625 Qty 100.  Customer calls to order 25 but does not reference the blanket order. We enter a new sales order and key item#AS625 for a qty 25, is there a way for Acumatica to alert the processor that there is an existing blanket order. 

During implementation and testing, we discovered that the new Manage Sales Allocations screen is not compatible / not properly functional when Sales Order Approvals are required.With Sales Orders approvals are required, only lines from On Hold sales orders show up in Manage Sales Allocations, despite no order type filters being used on Manage Sales Allocations. This is not acceptable, as unallocated lines from Open status sales orders are not showing and will be bypassed by the Manage Sales Allocations processing.This was reported on an Acumatica support case - and I was told this functionality is “by design. I understand technically why it is not working; as when using Require Approvals, orders must be put on hold in order to make any changes.I feel that inventory allocations should be allowed to be modified on Open Orders, even if approvals are required. Does anyone else have opinions that allocating to approved open orders should be expected? Th

Hello Experst,I have developed a customized report which display all the Items Costs, On Hand Qty, 3 months usage, 6 months usage based on different warehouse and added a condition to display only certain product workgroup item.Issue:I want to display the last year (2024) total sales based on above condition.Points:As same as for 3 months usage and 6 months usage we have created a viewAnd same view i have tried for previous year but it is not working.Any help.Thanks in Advance.Datascripts for 6 Months: Code:  

After the 24R2 upgrade, the billing postal code value cannot be entered in the Carrier Account section of the Customer screen for the "Billing Type: Receiver." However, this was possible in version 24R1.I am unable to find any changes in the Release notes, is it a bug?  

With regards to this topic top-selling-items-in-a-generic-inquiry-27114.We have followed this reply: SoLine TableSo far so good, except we would like to accurately display the quantity based on a given time period (specifically for the past year to date). If we just add OrderDate as a column it doesn’t display the correct quantity for that time period when filtered.What is the best way to accurately display the quantity for a certain time period (instead of just all time quantity totals)? 

We need some clarification for Minimum Order Quantity and EOQ (we think this mean Economic Order Quantity).  We think Minimum Order Quantity for an Item / SKU is the minimum amount that must be ordered to order the Item / SKU from the supplier.  So, if I have a Max Replenishment of 20, and a reorder point of 10, (and I have 10 instock) and a Minimum Order Quantity of 50, when I run replenisment the amount to order will not be 10 (20 - 10 = 10) but will be 40 (50 - 10 = 40).  Is this correct?   How does EOQ figure into this math?  I do not know what EOQ does.  Any help is greatly appreciated. Thank you

Has anyone run into issues with serial lot numbers that contain an underscore in 2024 R2? When creating an inventory adjustment, the lot that has the underscore can be selected but as soon as any field (e.g. quantity) is updated the underscore is replaced by a space and the transaction cannot be saved. For new receipts we will use a dash instead of underscore, but it’s causing problems with existing inventory. We have a support case open with Acumatica but would appreciate advice from anyone who may have already seen this issue.Thanks in advance!