Inventory, Orders Management, Warehouse Operations
- 1,420 Topics
- 5,506 Replies
Our company often receives one line on a PO across multiple deliveries, requiring multiple Purchase Receipts to complete the line.We would like to ease the AP workflow by using ‘Automatically create AP bills’, but we have found that Acumatica only allows one (unreleased) AP Bill for each PR. Our accountant has to manually find each purchase receipt, click ‘Create AP bill’, release the AP Bill, then move on to the next PR. For hundreds of PRs, this becomes rather tedious.Is there any setting to enable the creation of AP Bills from each PR one-to-one without having to release the AP bills beforehand?Preferably, AP bills would be automatically created each time Logistics releases the PR, then Accounts just needs to batch release using Release AP process.
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!
Is there any option or Report to see the details of the Sales Order Accrual Report - (Shipped Not Invoiced )Needs to see the details of Shipped Not Invoiced GL account based on Shipments Confirmed and IN update done but not Invoiced . Similar to Purchase Accrual Reports
I have PO with a non-stock/expense item costs $850, linked to project. Process PO Receipt without changing unit cost, then create Bill at $1,000. The project however is only costed at $850 even though the Bill journal shows additional expense of $150 as a result of purchase price variance. The PPV allocation mode is Inventory Account. Is there anyway to post the additional expense to Project?
Having a bit of confusion trying to understand the credit flow and how to map some of our current processes to it. The Acumatica Documentation seems to be oriented to credits only occurring Post Invoice and my confusion is how to handle situations where the invoice is not yet in place. For exampleCustomer places order on our website. Full capture occurs at the time of order. Order is injected into Acumatica with payment / transaction details attached. Shipment is created from the order and sent to the warehouse. Customer calls in “Oh, I forgot to apply my promo code. Give me 10% off”Assuming the transaction has already settled, how do I give them their discount and how does this get reflected on the order so that, if they return an item on the order, they get the correct refund? Tangentially, if I’m at the Sales Invoice, there doesn’t appear to be anyway to create a Return / RMA from that screen. Is there a better workflow than creating a new SO of the appropriate type, choosing t
I was wondering how well our Acumatica distribution takes care of planning purchase orders and inventory projection (calculation). Attached is a possible scenario in Excel format.. I have also submitted this to AUGForums.com (https://www.augforums.com/forums/acumatica-distribution-modules/replenishment-demand-calculation-and-order-types/#post-6068 )., I didn't check D250 but I did search the help.acumatica.com and didn't find any answer. The projection of SOs, shipments, POs, receipts and inventory level for a particular item in to the next 4 weeks is a basic necessity for warehouse people. purchasing people and manufacturing people. It should be available in the inventory module and the MRP module. When inventory falls below the ROP for instance in week 2, a red flag should be raised. A bar chart would be nice. Thanks for your help. Toon Six (ToonSix@intercs.com) .
Does anyone know how to get the Mobile App to allow the picking of inventory from a different location than what is defaulted on the shipment? It seems you should be able to pick inventory from any location in which the item has quantity on hand, but it does not appear to allow for the scanning of any bin location other than what is specified on the shipment.
I have set up an approval in request with 3 steps: Approval Level 1 (<1K), Approval Level 2(1K-2K), Approval Level 3(>2K). How can I also set up the notification such that after level 1 approve for <1K (request status becomes open), level 2 and 3 does not need to approve, but system will send notification to notify the level 2 and level 3. And also, after level 1 and level 2 approve(1K-2K), level 3 does not need to approve, but it will send notification to notify level 3 that request has been open.
My customer is looking to create a customer credit term where a 35% prepayment is required on initial sales order entry and then the invoice when generated would be an installment of 35% due net 30 and 30% due net 60. Currently you can create Multiple percentage installment plans but cannot require the prepayment at sales order time but it does generate the two invoices with correct due dates. If I do single installment plan, it will allow prepayment but I only can have one due date for the balance due. I can see that you can create an installment plan with a day of zero for 35% but this does not require prepayment on sales order. Just creates an invoice due today. This also assumes I need to invoice immediately before shipping. I think I may be able to get creative with cash discount being 30 days with zero discount % and make the total terms net 60. But feel this could cause confusion. Trying not to customize too much if possible. Any ideas are appreciated!
I’m trying to import an inventory adjustment file and continue to receive an error message when importing that says “ReferenceNbr cannot be empty”. I’ve tried with <NEW> as well as inputting a new number .. neither is importing. Advice? Thanks,Sandy
Hello, I believe I know the answer to this question but I wanted to confirm as I am still just learning the system. Is there a way to create a mass 1 step transfer for multiple items on different dates? All of these will be going from and to the same locations so only the dates for the transfer would be different. Seeing as the date is in the document header for a 1 step transfer I am thinking I cannot do an upload with all of the transfers on separate dates but I wanted to confirm. Thanks,
2 of our customers have asked us to hide the Update IN and prepare invoice screen on the shipment screen.I tired to do this with permissions but am not well versed in it. After some research, it looks like I will need to do it through a custom work flow.Is this the right way to do this? Can I tie different workflows to specific roles? If not, do I just create a new screen based on it, add it to the site map and tie that to the role?All advice appreciated and thanks in advance.
I have a need to remove the current quantity from item stock. The quantity were incorrectly imported. This tenant has been inactive. We have sales or purchase transactions. What is the best or easiest why to zero out the quantities. I was thinking of doing an inventory adjustment or use the physical count. There are financial issues since the tenant has not transaction. The amounts were imported. I appreciate any assistance or advice on the best way to handle this issue.
I am looking for a good solution to verify special order items are correct. We do a lot of special orders where we buy items only after a customer places an order. After receiving the PO, we put them into a single Special Order bin. We can link the PO to the sales order so it automatically allocates. The problem is when the shipment is created, the quantities are automatically allocated and therefore don’t require scanning. Many of our items look similar so it is easy for someone to grab the wrong item. Anyone have a good solution?
Hello Everyone,I was wondering if it is possible for an SO-Invoice to inherit the sales accounts from a non-stock item when the order type says use sales account from customer location. For instance , all the stock items would inherit gl accounts from the customer's sales account but the non-stock would inherit their gl accounts from the actual non-stock item itself.I haven't found any settings to play with on order types, ar prefs, or so prefs. I am thinking this is probably just locked from what you put in order types and that you would have to manually change the gl account. Thanks
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