Distribution

Hello! Have anyone created an Import Scenario to link Purchase Orders to Sales Orders in bulk. If so, can you please share.  Thank You!

Hi, Is there a way in Acumatica to look up pricing for a customer?As in the customer calls and asks how much is an Item and you can check? Without having to open a Sales order or Quote to do this?Something similar to the “Catalogue” in the portal but where you could select the Customer. Think writing a GI to do this would be over complex due to the different types of discount a customer could have  CheersAndy

I have a customer that needs to set up pricing per customer (which we can do).  This issue is that the vendor (manufacture) has established a specific customer price and a specific cost for the distributor.  How do I set up vendor contracts for the same item with different cost (not price) ExampleI am a distributor.  My vendor sets up contract pricing for my customer for Item A for $10.  Normal price is $12.  My new cost for this item for this customer is $5 when my normal cost is $6.  I may have several contracts with different customer prices (which effects what the distributor pays).  I need Vendor contract by item by end user.  Any ideas? 

When trying to confirm a shipment using integrated shipping with the option in Delivery Settings to “Use Customer’s Account” we get the following error:We only get this when the “using customer’s account” is on. Turning it off has the shipping confirm. What can be done to fix this issue?

On the Sales Order page. We want to be able to open a sales order, then once in that sales order, click on the locationand then add a new location. When the pop up window shows up, we don’t have the “+” sign to add a new location. I’ve spent a ton of time looking for the option to add it, and cannot find it. Can someone please show me the way? :)Thank You all! Have a great weekend!Brent

Hi Team,We're running into an error it I believe is related to the inter-branch mapping. See screen shot below. We are not able to transfer beer from BLBREW to BLREST. This is a critical process in our operation that needs to be rectified ASAP.

I am trying to add one custom field in Purchase receipt Line details dialogue 's split grid but that field is not visible on screenbelow is the dacpublic class TSPOReceiptLineSplitExt:PXCacheExtension<PX.Objects.PO.POReceiptLineSplit>{#region UsrTSLineKitNumber [PXDBString(100)][PXUIField(DisplayName = "KitNumber")]public virtual string UsrTSLineKitNumber { get; set; }public abstract class usrTSLineKitNumber : PX.Data.BQL.BqlString.Field<usrTSLineKitNumber> { } #endregion}  

Hi, I need some assistance on editing my Stock Item GI to track the # of FG that are currently allocated.I was able to add these in the image below but I can’t seem to get a table to work.  

The total cost on the on the purchase receipt is not taking in to consideration the line discount of an item. For example 10 items  @ 10 less 20% line discount will come to 80.The total cost on the PR shows 100 instead of 80. The total cost is helpful tocompare the receipt with the vendor invoice totals.  

Customer needs to link their Open Bills with Sub Contact . How to upload "Open AR Documents " linked with "Sub Contract " in migration mode.? Any idea ?

Scenario:Client sells a "Travel Kit" with the following components:Kit Code Kit Name Components Alternate Items KIT-001 Travel Kit Toothbrush, Towel, Bottle Towel ↔ Microfiber Towel   If Towel is out of stock, Microfiber Towel is used instead. If Toothbrush is out of stock, the Kit is not shown as available. 💡 Output Expected: User adds KIT-001 to a Sales Order. System checks current inventory. If all items are available → Kit is assembled on the fly. If Towel is missing but Microfiber Towel is in stock → user gets substitution option. If Toothbrush is missing and no alternative → Kit cannot be assembled.  Please assist with Out of the box functionality

I'm trying to identify the type of inventory—whether it's project-related or free stock. Could you please let me know which table stores the inventory sourcing details.

Is there a way to default the current employee/user as the Owner on a PO receipt similar to a PO? I don’t see any settings or preferences that control this. Was hoping to accomplish without the need for a customization.  Thank you! 

I have a business event created that fires off of a generic inquiry that pulls from the PO.POOrder table.However, in the Generic Inquiry throws a warning in the results grid. The warning is a known bug that is suppossed to be fixed in 24R2. Link - https://community.acumatica.com/retail-113/issue-admin-access-rights-to-customers-object-in-gi-22253The error does not cause any issues with the results of the generic inquiry. But when a business event is built based on the generic inquir, the business event fails to run. Is there a known workaround, or am I forced to upgrade for something so trivial?  Bad! 

Hi! I have a sales order with an item with FIFO valuation that is being drop shipped. When I invoice the customer it uses the cost from the linked PO, which is correct at $100. However, when trying to figure out margins on the SO, I can’t find the correct cost. Both the Unit Cost and Average Cost fields show $18 which is wrong. Also, the margin calculation fields don’t populate. Any ideas where I can find the correct cost on the SO? 

Hi, Does anyone know of a way to automatically add a drop ship fee to an order that is coming from a 3rd party such as SPS?The item is a Non-Stock item and they want it added just for certain customers.  Thank you. 

When running the inventory planning module, I create the transfer order from the inventory planning screen. No matter what status I have that order in, Open, On Hold, Back Order, the inventory planning does not count it as supply. I know this because when I regen the inventory planning the demand comes back like it is not fulfilled. Why is this a problem?Sometime, the transfer order cannot be fulfilled right away. Then the regen happens and another transfer order gets created and now we have too much supply coming to fulfill that order once we do get stock. Has anyone else seen this as a problem for them? How do you handle it?

When a customer makes a warranty claim, we replace the item for free. We want to ship the replacement out immediately and don’t want to wait to receive the defective product. I am using the RR (return with replacement) order type but am unable to Create Shipment without first running the Create Receipt process and confirming that the return shipment has been received. Am I not able to use the Return with Replacement order type to ship out a replacement product before receiving the defective product? If not, what is the best process for handling this scenario? Process:Create new RR order In the details section, use the Add Invoice button to select the invoice containing the item that needs replaced Click the Create Shipment button to send out the replacement itemThis results in the error “Order RR does not contain any items planned for shipment”.  

Acumatica Labs Order Orchestration is Now Available in the Product PortfolioOrder Orchestration has successfully completed the Acumatica Labs program. After being tested and refined with customer and partner feedback, it is now generally available in 25R2 as part of Advanced Order Management, a new offering within the Acumatica portfolio.For details regarding Order Orchestration, please refer to the 25R2 Release Notes.

I post one wrong invoice post to in module with unit cost but I create credit memo back when post in module the unit cost zero. Could guide me. 

We’re trying to find a solution to alert users, especially our Purchasing Department, that a dead inventory item in another warehouse is being ordered via mark-for-po on the sales order.  We have (5) warehouse locations spread-out across our geographic that all carry lots of inventory.  What we’ve noticed is that our purchasing department has occasionally been processing PO’s in the Create Purchase Order screen for items that are considered dead inventory in another warehouse.  Ideally, we’d prefer to transfer that stock to fulfill any orders in other warehouses instead of ordering more from the vendor.  We manage our dead inventory list in an excel file (exported out of Acumatica).  We tried to use the “Pop-Up” not on the stock item that essentially said “THIS IS A DEAD INVENTORY ITEM IN ANOTHER WAREHOUSE - PLEASE CHECK OTHER WAREHOUSES”.  However, we learned that this note does not pop-up to the user when processing the line in the Create Purchase Order Screen.  The pop-up note only

Hello Everyone,Coming from an SAP B1 background to Acumatica, how do you raise multiple shipments against a sales order if you only use one warehouse, without having to confirm the first one.In SAP there is a function called Pick Pack Manager which allows as many pick lists as you need that can be then consolidated into a single delivery docket or shipment.How does Acumatica deal with this type of setup.I know this is an SAP setup however it is extremely useful if you need to pick items at different stages and then ship them together on a single delivery docket or shipment.      

I am trying to add a column to the GI for the Inventory Issues screen. I just want to  add the Project ID so that I can filter on it. I have tried adding what I have thought was the correct table, but it is not pulling the information. This is the screen I am referring to:When I select an Issue, I want to following column to show up on the first screen:Please help!

This is an oldie but a goodie.Customers often request management of the relationship between Items sold and Customers and/or Item purchased and suppliers.SalesItems can fall into the following categories:Item can be sold to anyone Items can only be sold to specific customers Items cannot be sold to specific customersPurchasesItems can fall into the following categories:Item can be bought from anyone Items can only be purchased from specific suppliers Items cannot be purchase from specific suppliers.Why:  Not infrequently required by customers.  Available in other erp.