Distribution

The Customer Lookup functionality on the Modern UI Sales Order screen doesn’t seem to be working. I’m not sure if I haven’t enabled a feature that is required to make this work? I spun up a new instance of 25.101.0153 to check out the latest functionality and enabled Modern UI by default during installation. If I click on the pencil next to Customer I can make a new Customer, but how do I select an existing customer for the Sales Order?Can anyone help me out here? Thanks, Jonathan 

How to Identify Which  Serial number  of an Item in Kit Component linked to the Kit Item   .and is it possible to Show the details in Shipment  Documents For Eg ; I have a Sales Order with Item XYZ( Kit Item ) Ordered 3 Qty  and the Serial Number XYZ-1, XYZ-2 and XYZ-3   Each Kit Item Includes 3 Components  ABC, DEF and GHI with Serial number so total ABC 3 qty DEF 3 qty and GHI 3 qty  each has Separate Serial Number As well how i can find out which Serial number of Each Component is associated to the Serial number of Kit Item  

hi! i am trying to create a business event to automatically create the receipt once the 2 step transfer is complete. i got the business event to create the receipt transaction but the transfer number isn’t populating so the details aren’t coming in.  is there something that i’m missing in my import scenario?this is what the receipt transaction ends up looking like: here are the results from the generic inquiry i am using in the business event: i have track all fields selected i appreciate your help!

Hi,I tried to create a Sales Invoice by adding sales orders with shipments as well as without shipments.Initialy I added sales orders without shipment through “Add SO Line” action icon in the Invoice and Then I tried to add Sales Orders with shipments through “Add Order” action. Howver, once I click the Add order action the popped up window didn’t show any sales orders. But if I added “Add orders” first and “SO Line: secondly, it has the ability to add both. What could be the possible reason for this.Thanks!

Hello all,Can anyone clarify me how can I update the cost of an item?Items that belong to Standard, Average, FIFO & Specific valuation methods.As far as I have understood that for Average we would need to create an Inv Adj with the negative/positive ext cost in order to decrease/increase the cost resp. But for others i am getting a lill confused.

Im a little confused on why Related Items is not populating the expected list. The setup currently is a Non-Stock Item with 5 Related Items, all seto to Required. Add the item to the sales order, however nothing shows up in the Add Related Items box. It appears that maybe the warehouse must have inventory on hand for the related items to show up? This makes no sense at all if true, can anyone help confirm?   Example of switching the warehouse, even though 0 is available I can confirm the warehouse does have On Hand inventory for all 5 items….  

Hi, Possibility to remove "Restrict visibility to" from particular vendor after creating transactions? Thanks,Prasad

Hello Community,I'm trying to meet a requirement and expect your ideas here.I have a scenario which is the sales order needs to be invoiced to tow customers. Ex : The company sells motor vehicles. The invoices are raised to the end customer and also the leasing company when customer pays a part of the amount and the rest is paid by the leasing company.The credits should be able to follow up (AR Aging)  and checked against both customers. Can you let me know how in Acumatica this is feasible.  Thank you,Dulanjana

I am trying to create a delete log record if a shipment is deleted after item has been picked and/or packed.  I do not know what event to use that will allow me to save to the table.protected void SOShipLine_RowDeleting(PXCache sender, PXRowDeletingEventArgs e){    var row = (SOShipLine)e.Row;    if (row == null) return;    foreach (SOShipLineSplit split in SelectFrom<SOShipLineSplit>        .Where<SOShipLineSplit.shipmentNbr.IsEqual<PX.Data.BQL.@P.AsString>        .And<SOShipLineSplit.lineNbr.IsEqual<PX.Data.BQL.@P.AsInt>>>        .View.Select(Base, row.ShipmentNbr, row.LineNbr))    {        if (split.PickedQty > 0 || split.PackedQty > 0)        {            MSPSOShipmentDeleteLog newLog = new MSPSOShipmentDeleteLog()            {                OrderType = row.OrigOrderType,                OrderNbr = row.OrigOrderNbr,                LineNbr = row.LineNbr,                SiteID = row.SiteID,                SplitLineNbr = split.SplitLineNbr,         

We just went live a few months ago, so still learning a lot.The struggle we are facing in our DC is that we have a primary pick location for each sku. We have automated replenishment filling the primaries based a set min qty.Lets say we have sku A with a min qty of 400 in the primary pick location with a master case having 60 units per box. So each primary will have several unopened cases plus a partial cases.Filling small order and replen is fine.When we are filling bigger orders for lets say 910 units. It consumes everything in the primary and grabs a partial from a non-primary. Then partial cases is left in the non-primary and I need to refill the entire primary Is there a way for an order of 910 units. To grab 15 full cases of 60 units from a non-primary location and get the remaining 10 from the primary? 

Hi everyone,I placed an order for 2 units of an item.Now I’m in the Receive and Put Away screen. I entered the order number and the item number, then clicked on Quantity and entered the number 2.I want to enter two serial numbers ( for example, 00001 and 00002 ) at the same time, instead of entering them one after the other. I’d like to know if that’s possible, and if so, how it works.In general, when I order larger quantities of an item, I’d prefer to enter all serial numbers in one go rather than inputting each one individually.I’d really appreciate your help with this.Thanks in advance!  

We use batch picking, (4 shipments per worksheet) and sometime we need to confirm what we picked before the entire worksheet is completed/picked.Is there any way from to confirm the lines that have been picked while leaving the rest open?any thought or tips would be greatly appreciated.

Hi, I wonder what I should do if I would like to make the country field a not-required field. (I know that we have the default setting for this field, but I do need to make it a non-required field for my current issue.)I found an old solution to check the box under the layout properties, but now the function has been changed I wonder which one indicates some function as the previous ‘require’ box  

Hi,  I think that batch picking needs to be fixed in the WMS. Below are the issues I ran into while trying to implement this. It would be helpful if everyone else adds their issues. Batch picking by location doesn’t give a quick filter where you can select multiple locations from a list. You can either add it manually, or you could upload an excel sheet, but that takes a minute and is time-consuming The “known limitation” of not being able to batch pick nonstock kits Acumatica doesn’t show you what SH has a non-stocked kit and will add those shipments to the batch Once you run into this issue, there is no real way of fixing it besides removing all items that might be in a kit. Even if you have the same item on a SH not part of a kit Once a picker scans a picking sheet, there is no way to go back. If someone else wants to pick it instead, or if you want to cancel the picking sheet, it won’t let you The lack of system messages regarding the process and what you need to do next. i.e. In

Hello all,Where can I check the last count date & the warehouse & location for an item in acumatica?

We have a client that is trying to decide to use docusign or Adobe.  Does anyone have a preference one over the other

Hi Acumatica,Just want to ask if the exported file name from a document primary list can be edited?Please see attached :  Regards,

Hi,I'm noticing that, in order for me to select a project on the SO screen, the project has to be associated with the same customer that the SO is associated with. Is there a way to circumvent this restriction?My company uses the word “Project” to refer to a brand or end user (e.g., Chipotle, Cava). Oftentimes, the end users use distributors who buy items from us and then distribute those items to the end user. So, our customer is the distributor, not the end user. In situations when a distributor is servicing an end user, it’s often the case that multiple distributors are servicing that same end user.The way I’d like to represent this in Acumatica:Create a “Chipotle” project. When we create an SO selling Chipotle items, we select the “Chipotle” project on the SO.The only way I can see this being possible is if I create a “Chipotle” project for every one of Chipotle’s distributors. I’m not a huge fan of that solution.So, back to my original question: is there any way to set up a projec

Is there any way we can find/search shipments by an inventory ID? Or look at the transaction history (including shipments and purchases) for a certain stock item?A picking worksheet got lost and we are having a hard time locating the shipment in the system. We process over 400 orders per day.any tips would be appreciated.Thank You!

How to implement restriction groups in GI?We have set up Customers restrictions by salesperson. We need restrict sales data visibility to only assigned customers to each salesperson. 

Has anyone run into the scenario below?For example, a credit card pre-auth was placed for a sales order totaling $500.The pre-payment linking to your processing center authorizing the CC was entered on the sales order for $500.We don’t capture until we ship.Only part of the order can ship.We ship $300 worth of merchandise.We capture the card for the $300 shipped and now $200 is backordered.Pre-Payment closes out and the rest of the authorized amount can’t be used for that same order. So, we would need to reach out to the customer again to get their CC pre-auth’d and start the whole process over even though it was already authorized for the total amount before.How do we handle this?

If a sales order item only has a single price and not a calculation procedure used to determine the net price, how would you calculate sales tax on an alternate amount?  One of our companies sells products at wholesale to independent contractors who in turn sell those products at retail to end customers.  The company is responsible for calculating, reporting, and remitting sales tax on the order item that was sold to the contractor, BUT that sales tax is calculated on the retail price of the item, not the wholesale price.  That’s a very easy task in our current ERP, which can have any number of “statistical” pricing conditions on the order item pricing procedure.  I’m not able to picture how that would work in Acumatica.  Thanks.

Hello Community,We’ve been working on a vendor billback discount process in Acumatica and would like to share our implementation—and a gap we’re currently facing that we’d love input on. ✅ Our Business ScenarioIn our sales workflow, we offer customers discounts on certain products. A portion of those discounts is supported by the vendor, which we then claim back as a billback.For example:Product sells at $120 We apply a 20% customer discount From that $24 discount, we claim 15% from the vendor and absorb the remaining 5% ourselves 🛠 Our Implementation in AcumaticaTo manage this, we customized the Customer Discount Codes screen with three user-defined fields (UDFs):Vendor – Who is providing the billback Vendor Discount % – Portion of discount claimed from vendor Our Discount % – Portion we absorbOnce these are set up and the criteria are met, the discount is automatically applied to the invoice. We also built a Generic Inquiry to pull invoice-level discount details, including the vendo

Hi Team We are facing an issue while choose the Discount code in Sales Quote depend upon the code we have setup a Approval to the owner to confirm the QuoteFor this customer the price class is assigned for Tier 3Please see the below screenshot:This is Discount added While choose for the scenario it shows this errorPlease advise.

When creating a kit assembly, we’ve found that lotted components are automatically allocated based on the FIFO setting on the Serial/Lot class.  However the not tracked components require a Default Issue From value on the Item Warehouse Details form, or the Line Details need to be specified manually.When a shipment is created from a sales order and includes these same not tracked components, the components are automatically allocated based on the pick priority of the locations on the warehouse.  Is this the expected behavior for kit assemblies?  Any ideas how to automate this so that the location can be dynamic, similar to how it already works for shipments?Thanks in advance!Laura