Inventory, Orders Management, Warehouse Operations
- 695 Topics
- 2,476 Replies
Does anyone have experience connecting signature capture pads (Wacom, Topaz, or similar) to workstations and attaching the signatures to Acumatica transactions? I’ve been asked about collecting signatures from drivers picking up shipments. The drivers will be physically present to pick up the load.
Hello,I am trying to set up shipping rates in the Freight Rates tab in the Ship via Codes screen. I need the rates to change at certain volumes and weights, whichever is higher. However, despite all the help articles saying that it calculates freight first by weight, and optionally by volume, it seems to only calculate the freight by volume. Is there any way to change a setting so it will calculate freight based on the higher of the two, or is it only possible to calculate based on volume? Thanks for your help!
Please help us configure discounts to achieve these five goals: Customer Price Classes with 10%, 15% and 18% discounts on some, but not all, Item Classes. Volume Price Discounts of 10% for aggregate purchases of $2,000 from specified Item Classes and discounts of 15% for aggregate purchases of $3,500 from specified Item Classes. Products from any of the specified Item Classes count to achieving the volume purchase levels. n The customer would get the higher of the Customer Price Discount or the Volume Discount, but not both. In other words, the customer gets the higher / better of the discounts and cannot “stack” the discounts. No matter what discount applies, the discount amount is booked on the GL so we can track discounts. The amount of the discount shows on the invoice so the customer can see it. Your ideas and help are greatly appreciated.
USPS Stamps.com Carrier plugin: Shipping on a customer carrier account number is deducting from my stamps.com balance.
Hi We have the USPS Stamps.com Carrier CS207700 plugin (PX.StampsCarrier.StampsCarrier) set up in Acumatica with our stamp.com account number and user information. Additionally, we have a customer set up using their stamps.com account number. We are facing the issue that stamps.com is charging our account balance and not deducting or connecting with the customer account. We have the ship via set to the corresponding method on the Shipment document and have checked off the settings to Use Customer Account. I have looked over the trace and profiler to see if anything suggests the customer account number or our account number being used. This information does not show. Any support or direction will be helpful. Thanks, Schneur
2021R106 Using Safari, with a Mac product. In Sales Order/Quote Screen. Item entry window scrolls uncontrollably
Using Mac product, and Safari. In Quote or Sales Order. Enter partial item. Window opens as you move your cursor down, the scroll bar seem s to move by itself, making it hard to select the correct item. This problem does not occur in Chrome on a Mac. It does not occur on a PC using Chrome or Edge. Besides trying using different browsers. We cleared cache, cookies and browsing history. This did not correct the problem. Any Mac users in 21R106 seeing this? If so how did you resolve it? Recently upgraded, didn’t see this in previous build 19R1. I am going to create case with Acumatica but if you have a fix. Please let me know. Matt
1.WE selling non stock item， I have confirmed that in non stock item [general setting], require shipping is blank2.When I create a SO to sell non stock item, the status becomes [Shipping ] and I can’t execute Prepare invoice. and can’t delete this sales order, What should I do?My current version is 20.210.0044Thanks!
We need some guidance. Our bookkeeper has mistakenly book several AP transactions to the wrong financial accounting period. How can we change the incorrect original booking to the correct financial period? If we cannot change the accounting period for the original AP Transaction, how do fix this issue? Reverse the original AP Transaction and book a new AP Transaction with the correct financial period in the AP module?
In the Sales Manager Dashboard there is a “YTD Sales vs Quota” box. Where do we input "Quotas"? And the YTD sales is blank. Can someone direct me where to input the Quotas and how to get the YTD sales to show up? Also, the Key Customer Growth box is also blank. Where do we input data or make selections so we can use this display? Thank you for your help.
It appears that a non-stock item can be added to a purchase order, received and paid for without ever being added to a sales order and invoiced to the customer. Is there a way to ensure that that the customer gets invoiced (e.g. requiring a sales order before creating a PO)?
Received the following message: 'Conversion failed when converting date and/or time from character string'. My GI used two date fields; ARInvoice.DueDate and ARPayment.DocDate, I don't believe either of these data elements is stored as a Text string that would require conversion to be used in a GI. Is there more to this story?
Our client sells clothes that are tracked based on colors and sizes.He has created all possible sizes and colors as attributes. It would probably have been better to create different tables for different sizes for instance (it gathers sizes of clothsand shoes). For instance size :This leads to very large sets of possible crossings, while he will need only few of them : In the IN203000 screen, Matrix Items sreen, only the check one is created. That is perfect! :However, when in matrix view entry mode in SO301000, all possible crossings are made available.Ils it possible to display only the possible crossings instead of all (all the more as only those can be filled)
I have a requirement to cancel the PO, from a customization screenbased on the business logic. We have tried implementing the below code but no luck. POOrderEntry docgraph = PXGraph.CreateInstance<POOrderEntry>(); docgraph.Document.Current = ItemList; // Item List is current PO docgraph.Document.Update(docgraph.Document.Current);docgraph.Cancel.Press();Can some one help me on this?
Where do I find information in Acumatica I would need to calculate the average number of days a customer it takes to pay invoices.Another example would be a Customer’s average daily balance.These could be called Customer Performance Information, but others may have a different terminology.
The User need to create deferred revenue functionality in Receivable. Ex. Sales order line Amount ---10000 (Configuration Changes) Once Shipping process and complete value should be transacted to Deferred Revenue Account. When complete the Configuration process in steps by step, user is creating invoices. Once created the invoice system should recognize the Exact Revenue. Therefore, we need to know what are the configuration steps. RegardsNethupul
Does someone know what is the actual formula for import Vendor Attributes?I want to import lots of the data on Vendors - ATTRIBUTES - Vendor Products highlighted as belowI have tried, but come out error Formula of import scenariosCR Error: One or more Attributes are not valid.
A client would like to use FIFO for their inventory valuation method. They use Batch control and expiry. I have ticked the “cost sep” on the Warehouse location (they only use one location).When entering a Sales Order however it is only taking the cost of the first receipted qty.Is this the way the system works? I am assuming yes bc at the Sales stage the inventory has not been allocated yet so there is no way of picking up the cost?Regards,Laura
We have to delivery inventory items to 2 different addresses for the same warehouse, one is a secure delivery, one it to a typical warehouse location. We have only figured out how to set up 2 warehouses and then manually transfer the secured item to the typical warehouse. Would there be a way to automate this transfer? Or is it possible to have two addresses for the same warehouse?
We have dropship customers that require us to remove (overwrite with "X") the customer's contact (ARContact, SOContact) and address (ARAddress, SOAddress) information every few months. The address and contact are overdriven on sales orders and invoices. Acumatica's privacy tools seem to go too far, restricting the customer's account as well.Does anyone have a solution for this?
Hello, I knew Acumatica has its scanner solution, and if the device is Android supported, we can install the APK package. I am just wondering, is there any recommendation devices that is wearable and also can perfect working with Acumatica mobile application. I see Zebra has its wearable solutions, just don’t know if it is compatible with Acumatica mobile application. Anyone has experiences or recommendations?
Hello, when opening the Sales Prices screen, Inventory Items are not loading. I have selected Price Type = “All Prices”. I have looked in Sales Order preferences and couldn’t see anything relevant.Is there a parameter I’m missing to use prior to all the Items loading in the Sales Prices screen ?Laura
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