Inventory, Orders Management, Warehouse Operations
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About: We would like to gather your feedback regarding our credit card authorization and re-authorization process. This is important for commerce and distribution companies which process special orders or take orders with a long lead time before the order is shipped.In this focus group we will:Providing a short demo of credit card authorizations and how it works today Discuss how to manage expiring authorizationsAudience: Customers and partners who need this feature or have knowledge of workflows and how it can be delivered.Date/Time: Dec 16 @ 8:00 a.m. PDT / 11:00 a.m. EDTRegistration: https://webinar.ringcentral.com/webinar/register/WN_ExcQopQXSO6qE_bAsksWQg
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
Hello!I wanted to outline an issue we’re having with Availability calculations and how to account for high volume SOs that require future stock for fulfillment. Hopefully other companies have experienced this problem and may have some good ideas.Let’s say we have 1,000 units of SKU X on hand and available in our domestic warehouse. We also have 20,000 units of SKU X on PO at one of our vendors. We don’t currently include Qty on PO in our availability calculation because it can take 60+ days to ship POs and 30+ days of transit time.A big wholesale customer places an SO for 5,000 units of SKU X, with the plan to have this fulfilled sometime in the future after the 20,000 units arrive. Right now, this type of situation drops our Qty Available down to -4,000 and it’s confusing to other sales reps whether there is any inventory to sell. Indeed, there is actually 1,000 units still available to sell.Ideas we’ve thought of:Linking this SO line to the pre-existing PO line. This resolves the Qty
Hello, we have hundreds of customers, just some of which are requiring to receive order confirmation after the so is placed. To click the “email sales order” is just 1 click, however, sometimes the salesperson would forget. How can I set the automation just for some customers?
Our customer has started to use discounts extensively and originally we setup 6 decimal Price / Cost because it allowed us to match to the current price structure which is specific for almost each customer. We have learned that this causes rounding issues when unit of measure conversions are introduced. We have an opportunity when publishing the new price sheet to clean up some of this rounding by changing to a 2 decimal Price / Cost setting in Company miscellaneous settings. In our testing this appears to correct many rounding issues. Has anyone seen negative impacts in the transactions by reducing the number of decimals? All input is appreaciated.
We are starting to think about how we will utilize locations within warehouses to keep tighter tracking and control over where our items are physically located. In that context, we are trying to figure out what the actual workflow would be when it relates to performing physical inventory counts and review. I have read the documentation, but I'm wondering how to best think through the below scenario.Let's say to start, that we have 10 serial items across 5 locations (so let's assume 2 in each location). And assume that all these locations are in the same warehouse.2 weeks go by, and there is movement between these locations by way of the inventory transfer document process. But for this example, let's say that users didn’t perform the inventory transfer as they physically moved the items between locations 100% of the time.So at this point, where acumatica thinks the serial items are doesn't reflect the reality of where they are.So now we do Physical inventory for this warehouse (all 5 l
When I create a Purchase Order, I use inventory Items to fill out basic information, like account and sub account. However, I’ve notice that while the Account does match the Inventory Item. The system pulls the Sub Account from the Vendor’s profile. This creates a problem because while the Vendor’s sub account is the most likely to be used, it doesn’t mean that it always be the same. My Inventory Item has the correct sub account.Posting class is set to pull the information from the Inventory Item ( II-III-I ) Is there a way to fix this?
The PO Accrual Reports needs to include all activity that affect the PO Accrual account. The existing PO Accrual Reports only take into account the traditional Receipt of Goods into Inventory and Receipt of those Vendor Bills. There is no way to audit this account if a customer uses Sales Order Drop-shipments.In the Drop-shipment process, a Receipt of Goods and Bill is entered when the vendor notifies the Acumatica user that their Drop-ship PO has been fulfilled. When this type of Receipt is entered and released, a G/L Transaction creates a Debit to the PO Accrual and a Credit to Accounts Payable.Once the Sales Order Line that is flagged as Drop-shipped is invoiced and released, the system will create a G/L Transaction (via an Inventory Issue) that will Credit the PO Accrual Account and Debit a Cost of Sales Account.If there is timing differences between the Vendor Bill and the Customer invoice, this Debit Balance will sit in the PO Accrual and the existing PO Accrual Reports do not
When I add a Barcode or Global record to the CROSS-REFERENCE tab on the Stock Items (IN202500) screen like this: I can then enter an entire Barcode or Global value in the Inventory ID field on the Purchase Receipts (PO302000) screen. When tabbing out of the Inventory ID field, Acumatica correctly finds the Item and converts the value to the Inventory ID value in Acumatica. However, when entering an entire Barcode or Global value in the Inventory ID field on the Issues (IN302000) screen, Acumatica is not as “smart” in that it doesn’t find the Item. It would be really nice to have this working on the Issues (IN302000) screen so it can be used for issuing materials to Projects.Are there any plans to get this working on the Issues (IN302000) screen?
'Branch ID cannot be empty' warning pops out while save the sales order even the Multi Branches feature is not enabled
Under Acumatica 2020R2 version , user just define one company which belongs to ‘Without Branches’ Type ,however while create a new sales order /direct invoice ,system will pop out the warning shows that [Branch ID cannot be empty ]at the moment user clicks on Save button to save the sales order .End up the order is saved but what may be the reason trigger such warning . Do refer attach for issues showing .Hope can get some advice for this .Appreciate.
Introduction:I wanted to pull a specific list of inventory items from a generic inquiry. Problem: I tried to use "Is In" operator for a condition. However, it does not seem to work as expected. (I tried various combination while profiling and could not get the SQL to translate to [column] in ('test123', 'test456', 'test789')) If there is a way to use the "Is In" operator, please share. Solution:Add a parameter to enter the list of items. (Set the Schema Field to InventoryItem.Body for maximum characters) In Result Tab, add a column that utilizes "InStr()" to search for the InventoryCD in the parameter field. (Convert to CDec() for better filtering)Paste a list of item numbers and filter the formula column “greater than” zero. I hope this helps.
Vendor charges Freight for Drop Ship on PO.Auto shipment created for drop ship receipt on sales order:Sales order gets completed upon auto receipt and no opportunity to charge back freight to customer on sales order:Freight can be added manually to Sales Invoice before release but the freight charge backs can be missed which happens most of the time.Any way to have freight populate on the Sales Order upon release of receipt?
Currently in the standard reports available in the Inventory Module, all inventory items are available and included regardless of their status.We also checked the Additional Sort and Filters tab, but couldn't find a condition for an inventory status field.Maybe we should design the Inventory Reports that the user may have the option to not include the Inactive or Marked for Deletion Items because some customers may possibly don’t want to include those items when they generate reports.
Hi!Let’s picture a scenario where a Retail Company sells shoes through 45 stores and They have the next environment in each store:POS software with an interface to Dynamics GP POS software update GP in real time, it means, when a sell is being made in a store, the POS use the GL accounts defined on the item to post in GP the invoice process (inventory, ar invoice accounts) and in the same transaction, the payment is registered too (Post in GP the Payment accounts such as sales account, bank account, etc).With that said, let’s say that in december they process 200k transactions. The 200k transactions are related to the POS process described above.My question is, 200k transactions are considered ERP transactions instead or Commercial Transactions?Thanks!
How does your organization manage the use of Inventory Items in Acumatica? Has anyone run into the issue of reaching the maximum number of inventory Items, which is what I assume is a limit of 1,000,000 records? Plus the export functionality from Acumatica to Excel could be restricted by Excel’s maximum row limit of 1,048,576 rows. Does anyone have any experience with or comments on this?
Hello Everyone,What is the best practice for receiving inventory at landed cost when the freight is charged as a separate line item by the goods vendor?The distinction from using a Landed Cost document is that the freight is being charged by the goods vendor on the same invoice as the goods receipt, not from a separate freight vendor. The following idea has been submitted, but wanted to check if anyone had a good process for this while under review.Thank you!Luke
I’m running into some issues when it comes to the Acumatica Shipping Tool and importing the info automatically into UPS WorldShip. The issues primarily happens when it comes to foreign shipments, albeit I’ve only tested this with shipments going to Canada. Here are a few scenarios:Domestic ShipmentCompletes as expected with package info added.Foreign (postal code format ABC DEF)Postal Code → City Town → State/Province/County | Repeats 4-5 times Telephone → Email | Repeats 4-5 times Popup: “One or more required fields can not be filled: [Postal Code]. Check the availability of fields and shipment data and try again. No package data such as weight, invoice number, number of packages, etc. is enteredForeign (postal code format ABCDEF)Telephone → Email | Repeats 4-5 times Completes with package info added. After some trial and error, I was able to find that the postal code format was causing the process to error out and not finish. For whatever reason, having a space in the postal code cau
Hello, As I checked, for the back order status SO , the “complete order” button is disabled.Only the “Cancel Order” button is enabled. If I click “cancel order”, then the order would become “cancelled” status.It would be a little confusing, because it is not a “totally” cancel, it is just a “partial cancel”. And for this scenario, we would very much like to make the order as “completed”, even if we don’t want to ship the rest of goods. “Completed” is better for us than “Cancelled” I can make every single “back order” to “completed” 1by 1 that I just open the order, and mark every line to completed, and then I can click the “complete order”.but It is quite time consuming. Is there a way that I can do in batch?
We are looking for exception reporting on Back Order Inventory Items, at the Sales Order line level: For Sales Orders that have Back Order Status, we want to pinpoint the specific Items which are on Back order. Is there a Back Order Status at the Sales Order Line level to flag which Inventory Items caused the Back Order, for follow up?
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