Inventory, Orders Management, Warehouse Operations
- 841 Topics
- 3,174 Replies
Is there a possibility to add a side panel on sales quotes and sales orders to display the availablelot quantities for that items. We are using lot numbers for all electrical cable lengths in stock.When adding the inventory ID the side panel should show the available lengths of cables that we have in stock.For example: a customer calls and ask for 100 of a cable. If the side panel shows that a length of 95 m is available, he most likely will accept that quantity. Currently you have to open another GI screen, search for that item and confirm the available length. it would be much faster if you don’t have to leave the QT or SO screen and get the information from the side panel.Kind regards,
When ordering major components on a project, I will “mark for PO” on the sales order. After the product is received and sales order invoiced the PO link tab is cleared so you can’t go back into an old sales order to establish what PO the product was ordered in on. When dealing with warranty claims, all of my suppliers require me to supply the PO number that the product was ordered on for traceablility. Why is this field wiped out when going back to check a historical Sales order?
Hi All, We are currently trying to figure out a way to restrict items per Warehouse.The company has a single Company Zero Branches setup, so we wouldn’t be able to restrict items and warehouse on a branch level for example. Is there a way of telling Acumatica in this set-up that specific items can only be used in Warehouse X but not used in Warehouse Y?Any ideas or experience would help! Unfortunately assigning Item Classes to Warehouse locations wouldn’t work here as the client has multiple item classes that would be allowed in each Warehouse and there is also some Overlap there.
The system is throwing the below mentioned error while I am trying to generate Intercompany Sales Order. Here I have defined separate warehouses for both purchasing and selling companies. Have even removed the default warehouse from the stock items. And the below error for the Lot/Serial tracked stock items. Kindly let me know if i am missing here something and how to resolve this error. Thank you.
When creating multiple AP Bill for a single Service PO, the quantity for the second AP Bill appears as 0.00 by default. I have done the following setups but am wondering if I missed anything, as logically, if the PO is still open (and set PO Line to close by Amount) then irrespective to the number of AP Bills the quantity should repeat at 1 (unless Acumatica defaults is 0.00 - can this be changed).Below is the scenario, using Acumatica demo data.Non-stock Item setup: Close PO Line: By AmountPO created for 1 unit at unit cost of USD20001st partial AP Bill created for USD 800.00. Quantity 1 automatically appears when creating AP Bill and ADD PO or convert PO to AP Bill and update amount.2nd partial AP Bill when created from PO to Enter AP Bill or from the AP Bill and ADD PO screens, both options display Quantity as 0.00Shouldn’t the quantity still reflect as 1? How or what can I do to allow the default quantity to be 1 in the above scenario until the amount in the PO is 0.00 or closed.
I created a drop-ship PO which has two SOs associated with it.PO has 7 items and SOs has 4&3.When I link either SO of 4 or 3 items, then go to the other remaining SO, the PO doesnt appear in the PO Link menu,it works fine when it not linked.Is this a limitation of drop ship functionality?
The process was working OK and no recent changes have been made to the configuration, nor to any customization. Normally there is around 150 to 200 skus that come up to be processed.Trace window:Error: An error occurred during processing of the field Transfer ERQ: Thread was being aborted..System.Threading.ThreadAbortException: Thread was being aborted. Any ideas?Thanks
Use Case:Customer calls to buy certain stock/non-stock items A Requisition is entered into Acumatica. This requisition has 5 different inventory items and 2 different vendors Vendor 1 supplies Inventory Items 1 to 3 Vendor 2 supplies Inventory Items 4 to 5 When we email a Request for Proposal, we want Vendor 1 to receive a PDF with 1 to 3 line items and Vendor 2 to receive a PDF with 4 to 5 items The rest of the Bidding process should also know that certain vendors only supply certain items on the requisition The customer should be sent one single Quote (this part works) Once the Quote is approved, we need 1 SO and 2 POs in this use case (this part works)ObservationsI do not see a the Vendor field under Purchase Requisition → Details tab, therefore, there seems to be no way to link certain vendors to certain inventory Items before the Bidding Response process. I could add a condition on the Request for Proposal (RQ611000) report to print lines by Default Vendor configured on each stock
Does anyone have any idea whether Acumatica stores the default price associated with an item and its changes over time or what the default price was on a given day? such as Item 123 was $18.75 on April 15 was changed$ 20.00 on October 2 and changed to $ 22.50 on October 15. We are trying to compare our default prices versus our unit prices in our sales orders over a given period of time. I have a reasonable plan or solution on how to handle moving forward but I am wondering if I could use the line level fields (Manualprice = 0 and discpct = 0) or something similiar to identify where unit price = defaultprice on old sales orders?Any ideas and thoughts are welcome
We have several different warehouses that we stock our component parts depending on which building they are consumed at. I am trying to set a different ROP for each warehouse. When I go into stock items and add the other warehouse, I am getting the following message: Error: Another process had added the “INItemRep” record. Your changes will be lost. In Acumatica can you have different ROP’s for multiple warehouses?
Hi Everyone,I am experiencing issue regarding on no batch entry on posting of inventory transaction.Please see attached photo for your ref.It seems that the posting set up is periodic. May we know where is the field that I need to trigger to become a perpetual posting? Thanks !
We recently walked through the steps to enable the new WMS engine in 21 R2 and also enabled paperless picking. We are now experiencing multiple issues across the different WMS functions when trying to scan/input manually where it is telling us the item is not available/item is not where we are saying it is/etc even though we can see on other inventory inquiries the item is where we are saying it is. We have experienced this error during paperless pick, scan and count and pick, pack, ship for a transfer. Anyone else run into issues once enabling the new wms engine? Do I need to revert back to the legacy engine?
Hi Everyone ,Pleaase Assist . i have client that would like to get a POR report that excludes returned receipt lines. I thought i could use the returned Quantity of receiptline DAC.However this field is not available on the report , i check the DAC and it gave me the following : the field is no-existent in the DBIs there a way i cant exclude returned receipts except for this one, please assist.
Our client has requested to issue them multiple invoices in one sales order based on the payment method they have provided.Scenario:ABC Company ordered to XYZ Company 10 pcs of keycards, 100pcs of lockset, and 6000 pcs of Dustbox for ANSI Strike. Payment Terms as follows:For 50% downpayment - No shipment of stock items but with issuance of Invoice for downpayment If 80% of payment were collected - Sales Team will start to prepare to ship out the items that will create shipment on the system, update inventory issuance and issue new invoice for all items less the 50% downpayment For remaining 20% collectible - This will be reserved for retention - No shipment but with new invoice tagging the Sales Order reference.Is this possible in Acumatica? Any tips and advise for this kind of transaction?
We use Landed Cost. We need to allocate freight charges over several purchase receipts. Our suppliers will aggregate freight charges from several shipments and add the freight charge to just one invoice. If we use landed cost and add the aggregated freight charges to the one purchase receipt, the cost of the items on that one purchase receipt are inaccurate and distorted. Is there a way in the landed cost system to add a freight charge to a few fully received purchase receipts to better spread the aggregated freight charges?
Version 22 R1I have added custom fields to accept shipment location and ship via in the sales order and split shipment is created based on location and ship via for the selected warehouse.I have override the ARInvoiceEntryExternalTax && SOOrderEntryExternalTax GetToAddress with line parameter to get the Location address selected in the line. These changes are working fine in 20 R2 and calculate the tax based on the location selected in line, but in 22 R1 it calculates tax and failed to calculate tax in the Sales invoice and throws an error: TX Error: Failed to get taxes from the external tax provider.
Hello,I have a small issue with landed cost as some of the landed cost goes into the Landed Cost Variance Account and it does not show in the Inventory Valuation report and the Average Cost in the Stock Items.Does anyone know the workflow to correct this issue?The final bill of the landed cost cost is entered after we received our goods and we start selling them right away.Landed Cost Variance AccountThe expense account to be used for this stock item to record the landed cost difference that occurred if landed costs are allocated to an item that has been sold. Thanks,Nelson
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