Inventory, Orders Management, Warehouse Operations
Hi! My client has a scenario where they shipped the wrong item so on the Acumatica shipment it shows the correct part number but in reality they physically shipped the wrong item. So they essentially want to do an RMA replacement order with receipt and issue line. The challenge is they can’t do Add Invoice on the order because it will bring in the wrong part number. Has anyone encountered this before? I’ve tried modifying the order types but I can’t get a receipt and issue line without having the original invoice.
Need to use both Lot and Serial Tracking at the same time with the same stock number. Is this possible? If so, what it the set-up? Thanks.
I have a generic inquiry that detects when a new order exists meeting the following criteria. Warehouse = ‘XX’ and InventoryID = ‘XXXXX’.The original order has a warehouse of ‘YY’. I can update the warehouse to ‘XX’ two seperate ways.Going directly into the sales order and change the warehouse from ‘XX’ to ‘YY’. The business event fires as expected. Mass Updating the warehouse from a standalone generic inquiry from ‘XX’ to ‘YY’. I do NOT go into the sales order to update the warehouse. The business event does NOT fire.The trigger conidition on the business event is record inserted.
There are definitely some issues with batch picks and order picking in general... I have learned that Acumatica has limitations for this functionality such as changing locations on the fly and it also does not pick from locations with the larger/exact qty… My biggest frustrations from an operations standpoint: Unable to change locations on the fly when using scan guns for picking. (We write down on the pick list where it is pulled from and change it on desktop pc when confirming the shipment) When batch picking you can not edit shipments attached to the worksheet (If we are out of stock or short a qty on one order, you have to delete the entire shipment from the worksheet to make changes) When picking orders Acumatica only sends you to the highest priority location, or the location numerically/alphabetically first and not to a location that holds the exact qty(Example: I have a line item for a whole pallet of an item let’s say 30 eaches and it wants the picker to select partial qty
I’d like to have a copy of our Live Database for Testing purposes but without all the uploaded files we’ve made such as images which accounts to about 70GB of space. Is this possible and How to do this?
We’re running 22R1 and having an issue with users being able to upload images of HEIC file type. We’ve added this file type to the file upload preferences screen and selected the check box for “image”. However, when we try to upload this file type from the mobile app, it says that this file type is not allowed. Anyone have any ideas on what is going on here?
Hi All, Can anyone Help in providing some insights on creating Sales Report by Month , Quarter, Year comparison with previous year and MTD and YTD
I want to create an Automation Schedules for Process Order. Now the “End Date” field is default to today’s date. Is it possible to change it to one week before, for example =today()-7?
We have 5 different Pivot table that use a single Generic Inquiry(GI) as the source . Does this affect performance ? When I open one of the Pivot table which has 190,000 records in it . Th system takes about 30 seconds to load before displaying the records in the Pivot table. I am wondering since a single GI is used as a source for 5 Pivot tables , it takes around 30 seconds to display one of these five pivot table or it is because of the number of records(190,000) in this Pivot. What would you recommend to optimize or streamline ?
I’m curious to learn how other clients are using the system to communicate the freight amount to the Receiving department. Here is the use case:The Purchasing team creates a PO and sends to the vendor. The goods on the PO will ship via Collect with one of our own freight carriers, so the supply vendor will not invoice us the freight. The purchasing team knows the amount of freight for this order. We’re trying to figure out how to communicate the freight amount within the system so that when our Receiving department receives the order, they know how much to process the Landed Cost transaction for. Currently, we’re listing a non-stock FREIGHT item on the PO so that it transfers to the Receipt document. However, this causes issues to the Accounting team because it creates a receipt accrual for the non-stock FREIGHT item for a vendor that will not be billing us the freight. Thanks for any feedback you can provide!Shawn
Help, please. I am trying to Mass Update the Shipping Rule for all our customers from Back Order Allowed to Ship Complete.
I have a customer who’s inquiring about increasing the Inventory Segmented key from 30 to 45 characters.I’ve asked for the reasoning behind this and will see if using Inventory Subitems might be a solution.But, I’d like to know if increasing the length can be done and if so, are there negative repercussions throughout the system (other then display issues due to length on reports and/or screens)?Thanks!
Hello! When I’m setting up the Item class, I have mentioned inventory planning method as none. But now I want to add replenishment to the items hence given planning method of the item class as Inventory Replenishment. But this change does not replicate in the stock item hence I have to re-enter the item class to the stock item. By doing this my already given information to the item get changes, and also, we are changing item class defaults at the item level hence cannot update the item class. Is there any way I can set up replenishment or take replenishment to the item level?Best Regards Amanda
Hello everyone,I need to establish different approval processes based on the amount of the estimate. However, when I create multiple approval conditions and activate them all in the sales preferences, the approvals do not function correctly. The approval circuits end up duplicating, or the designated approver is removed from the process.Specifically:For estimates less than €5000, approval is required from division managers involved in the estimate. For estimates between €5000 and €10000, approval is required from division managers involved in the quotation and the sales manager. For estimates exceeding €20000, approval is required from division managers involved in the quotation, the sales manager, and the operations manager. For estimates exceeding €50000, approval is required from division managers involved in the quotation, the sales manager, the operations manager, and general management.Any idea please how can i set up these approval processes ? Thank you in advance.
Acumatica - > EDI partner → drop ship vendor → customerWe have a drop ship edi integration done and i need to evaluate the inefficiencies in the current integration ? one area is to identify current manual task from the process map and try to automate them. Any other suggestions on how I can approach this ?
What is the industry best practice for invoicing customers for drop shipments? We are looking to have a 100% automated process.
How can I enter G or GRAMM as a weight unit in the stock item screen? In the list I only see KG, although GRAMM is also created as a unit in the measurement units screen. When I manually enter G or GRAMM in the stock item screen and save, it just disappears.
Each item class has attributes and I would like to set it so that when I add a new item and select a specific item class, the attributes have default values automatically. I'm mainly concerned about the checkbox, one of the attributes has a type Checkbox and when I add a new item of a certain item class, the checkbox is by default without a checkmark in it. But I want it to be checked by default. Can someone tell me how to achieve this?
