Distribution

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" }}}  

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 money, the s

HI All,I have read the help topic from Acumatica system and read Processing Return for Credit Without Receipt (below link) mention “return without receipt and shipment’.https://aneximports.acumatica.com/(W(44))/Help?CompanyID=Anex+Select+Imports+Ltd.&ScreenId=ShowWiki&pageid=7251c08c-2dc9-4c25-9193-6bb81568e541I read through the whole document and the only suggestion is to turn off “Automatically Release IN Documents” in Sales Orders Preferences so it don’t issue automatically. This is a very tedious solution as I understand it as for all Sales Orders will now need to manually be issue, which will cause a lot more work then just do a credit memo then adjust the items that were return by the CM. Does anyone have a better way to solve this issue? I need to create Credit Memo that show the stock items while not return them back to the system. The old system I used would ask me if I want to return item back to stock which was a nice feature, and I am surprise Acumatica don’t have s

Hello,       We are using 2020R2 103 version.      We encountered another shipment status issue.  We are having shipment as status “confirmed”.However, the user can not “prepare invoice” based on it. It will show error:  And, the user can not “correct shipment” . It will show error:   I checked the Database, it looks like for some unknown reason , the “confirmed” column has not been set to 1. This is the second time, our user met the status mess up issue.  Unfortunately, we do not know how to reproduce it.Can Acumatica developers do an in-depth research to solve the root cause?

We are trying to show the ship to on the Sales quote but not having any luck finding the link.  We want to use the ship address in the opportunity and it comes from the CRShippingAddress table.  What would be the best way to link them?  We have tried the @opportunity @quote  but it doubles prints each item in the quote.

Does anyone have a solution on how we can copy user-defined fields values across these screens when we create a shipment from a sales order and an invoice from the shipment?

Is anyone else using the True Commerce EDI solution with Acumatica 23 R1?  Our integration is being logged off constantly...sometimes once per day, sometimes once or more per week.  So far, no real solution from Acumatica support.  True Commerce support says this is not an issue on their side.  Any insight is appreciated.Thank you.

It seems that Acumatica allows that a Cross-Reference Bar Code be used across more than 1 Inventory Id code. So how can we ensure that the barcode is a unique identifier of a particular Inventory Item?

Has anybody figured out how to show multiple tracking numbers per shipment, so we can have that populated in an email template to notify our customers with all tracking numbers along with the URL linked. Just looking for an example if somebody has cracked this code. Scenario: Shipment document might have few line items which needs to be shipped and the shipper packages into multiple boxes and gets tracking number for all those boxes, the tracking number gets stored against each package. How do we show those tracking numbers in the email template with looping so it has the tracking number and URL to click. Appreciate the response.

Does anyone know how to add a side panel for UPS/Fedex Tracking hyperlinks? I saw it partially in a video (by Tim Rodman) but it did not show the full steps.For example, I am not able to put ((Tracknbr) in the Field below, it only allows ShipmentNbr.We use StarShip for shipments.  

Hello, We have multiple warehouses, some of them are no longer in use. I made the warehouses inactive on IN204000, but the lines still show up on the warehouse tab of the stock items (IN202500). How do I make it so that these inactive warehouses are no longer showing up in the list on each item? In the example screenshot both ‘SAN’ and ‘ONT’ warehouses are already listed as inactive, yet still appear on the list. Thanks! Edit: I am looking to do this for all of our inventory items as these warehouses are permanently deactivated. Doing them one at a time is simply not feasible.   

I am working in the sandbox right now and trying to add “last cost” “avg. cost” and “qty on hand” to the generic inquiry.. as soon as i add “INItemCost” it returns duplicate lines on my inquiry results. Here are the relationsi i currently have (before i add INItemCost) Anyone have any ideas? 

 Hello,I’m getting some issues with Creating template items: The item with the same inventory ID already exists. Change segment settings of the inventory ID. Could someone enlighten me on a method to make this work?

PO Error: There are no lines in this document that may be entered in AP Bill Document directly 

We are new to acumatica and trying to use the Purchase Request / Requisition process. In our legacy system the users will make purchase request for known and unknown items. In acumatica we are able to make the requests for unknown items however, when our purchasing personal try to create the requisition from the request we get errors as the ItemID does not exist. Is there a workflow where you can take the request item information and create a new item from it? Or does anyone have any ideas on how you could allow requestors to make a request for non-existing items or vendors?

After hearing a lot of feedback around the number of scans and some confusion around the Set Qty feature during picking, we are designing an enhancement to the quantity entry for the Pick, Pack, and Ship screen. The following four sections are what we consider to be potential modes of behavior. Each section contains a Click Count which summarizes the actions required for each Mode. We will use an example of a shipment for five (5) units of one item.Legacy Mode: Quantity increases by 1 per scan. Using the Set Quantity button replaces the picked quantity with the number entered on the screen. To pick our example shipment, we would need the following steps: Scan the Shipment Number Scan the Location Scan the Item => (Quantity Picked: 1 of Quantity 5) Click Set Qty Enter 5 => (Quantity Picked: 5 of Quantity 5) Confirm Shipment Click Count: 6 actions total. 3 actions per line item. Incremental Qty Mode:  This mode is the same flow as Legacy Mode, only Quantity is Incremented rath

Hello all,I have been looking out for ways where I have some stock items that have the qty more than 0. I am looking to mark them as 0. The only option that comes to my mind is to create Issue trxns. Are there any other options available? The end user is fine if GL trxns are created.

The USPS has recently changed its service packages of First Class, Parcel Select, and Retail Ground services. These services will now be offered under a new service called Ground Advantage. I noticed that the Ship Via choices for stamps.com and EasyPost do not support these recent changes. I have not seen any information from USPS about when they will be retiring these services, but I found a related article from EasyPost.  https://www.easypost.com/blog/2023-06-06-upcoming-usps-price-and-service-changes-in-july-2023Users will be able to buy USPS Ground Advantage shipments using the new "GroundAdvantage" service name or the legacy "First" or "ParcelSelect" service names through Jan 21, 2024, at which time the legacy service names will no longer be supported. https://faq.usps.com/s/article/USPS-Ground-Advantage 

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!

Use CaseMy client runs an in-house repair shop. They are using service orders to manage in-house repairs on equipment. There are open service orders where stock items are already consumed on the repair. The service order can’t yet be closed because further work needs to happen. ProblemWhen a physical count is generated, the items already used on the service order are still considered “on-hand” by Acumatica. This causes the physical count to display higher book quantity than there actually is on the bin. This can cause stock items to be reduced too low by mistake. For example:I have 13 stock item X on hand I used 2 on an open service order I generate a count, which displays 13 on hand During the count, I input 11 as Physical Quantity The system adjusts 13 stock items down to 11 I close and bill my service order This process further reduces stock item X by 2 units Now I have 9 in the warehouse, whereas I should have 11 in the warehouse. I have adjusted down the Item X by 2 units during t

Hi,Can u pls help me with the Custom button which are written for Invoice and Memos Screen but it also displays in Invoice Screen  

I am getting an error while inactive the warehouse ! Unreleased trasaction ? How to check the unreleased trasaction and make warehouse inactive.

Hi,I have done Custom in Purchase Order ScreenIn POLine level am trying to update Curyunitcost according to InventoryID -(Stock Item screen-Valuation Method-Specific)equal to 0it is updating but in header order total is updating with the price cost which is defined in stock items screen..From Where it is getting updating am not knowing..Please Suggest me with the Proper solution 

Hello EveryoneWe have a problem with the size of the database due to the emails and attachements.Is there something we can do in order not to save these emails with their attachements ? a setting we missed?  If not a possibility of a purge of the data we don’t need ?Any ideas Thnx;

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?