Distribution

How to implement restriction groups in GI?We have set up Customers restrictions by salesperson. We need restrict sales data visibility to only assigned customers to each salesperson. 

Has anyone run into the scenario below?For example, a credit card pre-auth was placed for a sales order totaling $500.The pre-payment linking to your processing center authorizing the CC was entered on the sales order for $500.We don’t capture until we ship.Only part of the order can ship.We ship $300 worth of merchandise.We capture the card for the $300 shipped and now $200 is backordered.Pre-Payment closes out and the rest of the authorized amount can’t be used for that same order. So, we would need to reach out to the customer again to get their CC pre-auth’d and start the whole process over even though it was already authorized for the total amount before.How do we handle this?

If a sales order item only has a single price and not a calculation procedure used to determine the net price, how would you calculate sales tax on an alternate amount?  One of our companies sells products at wholesale to independent contractors who in turn sell those products at retail to end customers.  The company is responsible for calculating, reporting, and remitting sales tax on the order item that was sold to the contractor, BUT that sales tax is calculated on the retail price of the item, not the wholesale price.  That’s a very easy task in our current ERP, which can have any number of “statistical” pricing conditions on the order item pricing procedure.  I’m not able to picture how that would work in Acumatica.  Thanks.

Hello Community,We’ve been working on a vendor billback discount process in Acumatica and would like to share our implementation—and a gap we’re currently facing that we’d love input on. ✅ Our Business ScenarioIn our sales workflow, we offer customers discounts on certain products. A portion of those discounts is supported by the vendor, which we then claim back as a billback.For example:Product sells at $120 We apply a 20% customer discount From that $24 discount, we claim 15% from the vendor and absorb the remaining 5% ourselves 🛠 Our Implementation in AcumaticaTo manage this, we customized the Customer Discount Codes screen with three user-defined fields (UDFs):Vendor – Who is providing the billback

Hi Team We are facing an issue while choose the Discount code in Sales Quote depend upon the code we have setup a Approval to the owner to confirm the QuoteFor this customer the price class is assigned for Tier 3Please see the below screenshot:This is Discount added 

When creating a kit assembly, we’ve found that lotted components are automatically allocated based on the FIFO setting on the Serial/Lot class.  However the not tracked components require a Default Issue From value on the Item Warehouse Details form, or the Line Details need to be specified manually.When a shipment is created from a sales order and includes these same not tracked components, the components are automatically allocated based on the pick priority of the locations on the warehouse.  Is this the expected behavior for kit assemblies?  Any ideas how to automate this so that the location can be dynamic, similar to how it already works for shipments?Thanks in advance!Laura

The user would enter the serial number when it is received, but I want to limit the length and format of the number.

Getting this error while confirming the shipment.FEDEX: PACKAGINGTYPE.MISSING.OR.INVALID Packaging type missing or invalid. This looks like error dude to FedEx configuration.

Hello,I have a customer who is using DRP and Kit Assembly to plan out what needs to be assembled for Sales Orders that drop in each week. One example is the Kit Assembly pictured below:Even though this Kit Assembly has been created, DRP is not considering it in the Inventory Planning calculations. The customer is understandably concerned because they don’t want to create unneeded inventory by creating new Kit Assemblies every day, as Inventory Planning Display is suggesting:The Kit Assembly is On Hold, but that is taken care of in Inventory Planning Preferences:

I have a stock item in a warehosue that is dead. This item has a negative position, I just need it to go away, everything is under Account 1260. I thought I could just adjust in the missing inventory and dollars to get a net zero permission.The item has the following Account:  The posting class has the following Account:  I made the adjustment for the negative units and costing, but it’s going to account 1120, not 1260 as specified above. Is there another place overriding this account that I’m missing?Batch info below showing the erroneous 1120 post from the adjustment: 

Hello all,I have an SO created with non stock items, and I dont know how bt the invoice for the sales order got created automatically. It has the below status:The Shipments tab → Status: Auto generated.

Hi everyone,I have item1 at location A and B.A has 100 pcs. It is the primary location and where most orders are picked from.B has 1000 pcs. B is considered a overflow location, but sales are also allowed from this location.If I get a big order for 1000 of these pcs, could Acumatica just tell me to take 1000 pcs from B and 0 from A. What it wants to do now is take 100 from A and 900 from B. Then we would need to transfer the remaining 100 to A to maintain primary location stock.

Hi all,I have searched high and low for this but cant seem to find an answer.Is it possible for a direct vendor return without the item returning back into our warehouseHere is the scenarioCustomer orders item, item is fault, vendor says they will pick it up from the customer, I will credit the customer and the vendor will credit meIt appears to me that I can only create a customer return to bring it back into stock and then a purchase return to send it back to the vendor so the item does look like it was returned to my warehouse at some point when it was not

Does anyone else do floorplan with their vendors?  For those unfamiliar with the term, we purchase equipment inventory from our primary vendors, and we do not pay for the inventory until either the inventory sells, or the vendor financing expires.We have a working solution, but we’re hoping to find other companies that are also doing it to compare notes.

I’m currently upgrading to 21r2. I have a business need for a warehouse restocking report. This is different than a replenishment or purchasing report.My goal is to make it so a warehouse picker never arrives at an empty Default Issue From location because it’s already been refilled by restocker. FIFO must be factored, when applicable.Consider an example Inventory ID `12345` that is Lot Tracked with a FIFO issue method. This item is stored in 4 different locations within a single warehouse:Location IDs for `12345`:——————PRIMARYPICK — Default Issue From location (this is where we pick from)STORAGE1 — Lot #3 (newest inventory)STORAGE2 — Lot #2 (older inventory)STORAGE3 — Lot #1 (oldest inventory)I need a report (or generic inquiry) to tell my restockers to refill the PRIMARYPICK for `12345` *before* the inventory runs out. It needs to di

Hello,We recently started using the Automation (Pick, Pack, and Ship) process in Acumatica. We’ve noticed that it automatically updates the inventory (Update IN) after the shipment is packed. At that point, the shipment record becomes locked, and we’re unable to make any changes if corrections are needed.Is there a setting in Acumatica to disable this automatic inventory update, or is this the system’s standard behavior once a shipment is processed through the automation workflow?Thank you in advance for your guidance. 

Hello,We use Pick, Pack, and Ship in our warehouse to process packages which ship via UPS.Recently we noticed the declared value on these packages is $0.0.Where does the system look for the value? (It would make sense for it to default from the MSRP field in the stock item.)I cannot find a setting/documentation that helps; Can’t imagine that the system expects it to be entered manually every time. Thanks for your help.

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" }}}