Distribution

Hello,Our company just bought a carwash, and I am working on setting up the transactions.  What are the best ways to handle the sales tax and the credit card fees.  We are a construction company and not as familiar with these types of sales for best practices.  We don’t currently use sales orders for our day to day. We get credit card deposits each day.  They are all round numbers and include the sales tax and credit card fees.  I want to track the total time based off dollar amounts.  Cash is one price, credit card is another price.  I was going to set up two non-stock items, one for cash, one for credit card.  Each unit is $1, take sales tax out and its $0.92625.  set the item up as taxable and it works.  But we have to be out 5+ decimal points to make it all work, and/or we are a few pennies off on each transaction. For the credit card fees we take that off when we apply the payment to the invoice.   Thanks for your help.

Good dayIs it possible from the report designer to print three copies of the invoice with “sub-text” as follows:1- Customer Copy2.Picking Copy3.Accounts Copy 

Getting an Error at the time of releasing the inventory receipt document.Error Code is like “caused cost to quantity imbalance”

HI I am trying to add new vendor record.  I get the ...Error: Another process has added the 'Vendor' record. Please try again. How do I correct this error.  I am also trying to import new vendors

We don’t know in advance if a shipping address is business or residential.  We select the Fedex Ground Service and then a residential charge gets tacked on our Fedex invoice after the fact.  This leads to undercharging the customer for shipping.

Not sure if I’m missing something but there isn’t a field to add freight on transfer sales orders as you can see in the screen shot below. I also checked the order type settings to make sure calculate freight is checked. 

I’m having a weird issue, and was wondering if I am missing something basic.  I am trying to create a PO from a SO with the Drop Ship type.  I’ve gotten it to work for a Stock Item that is set an a manufacturing part number that does not have any on hand inventory.  But when I try the same steps on a SO for a Stock Item that has On Hand Inventory, nothing populates when I click on Create Purchase Order.  Is having stock on hand causing it to not function as expected?

Once we create a purchase receipt and release it, the only way I find to “back it out” is via a return. Is there a way to delete a purchase receipt or is doing a return the only way? Thank you in advance!

We recently set up Acumatica “Approvals” for Purchase Orders.  We are struggling with being overwhelmed with “re-approval” requests.  Here is an example.  We create Purchase Order X.  We approve the Purchase Order. Then the supplier notifies us the Purchase Order will be shipped a week later than promised. When we update the Purchase Order to the new date we have to “re-approve” it.  And the same re-approval request happens if we change the price of an item by any amount, delete an item the supplier says is not available, replace an item for a non-available item, etc.  Is there a way not to have to re-approve Purchase Orders for small, immaterial changes? 

Hello all,How can I integrate multiple rates between Stamps.com & Acumatica? Regards,Harshita.

Current 1-30 Days 31-60- Days 61-90 Days Over 90 Days Balance 0 0 0 0 100 100 0 0 0 0

Hello all,As the title says, we are trying to print labels. I have tried from the shipment screen as well as the shipping label screen. It downloads and also gets sent to the Device Hub no problems, and it even says that it gets processed on the device hub, however no label physically comes out. I have linked the ship via codes to the correct report and printer in the SO Preferences screen, and the external carriers is enabled, so I am at a loss at what this could be.Thanks!

Hi All,Hoping I can get a hand with an issue. When changing some settings in the warehouse I accidently said yes to this prompt. Now all of our purchase receipts and transfers are defaulting to the location set at the warehouse level instead of the defaults set at the item level. Does anyone know how to reverse this or fix it?

Is there a way to assign a PI Cycle at the warehouse level, or is it only at the Inventory ID level?We would like to combine ABC Codes (inventory value) and Movement Class (inventory turns) calculations to assign counting classes.  Aside from calculating on our own and populating the ABC codes with an import scenario has anyone else done this?

Hello,could someone explain what is the difference between the sales quote created in screen CR304500 and the sales quote created in screen SO301000? When I should use which screen?

Has anyone had any luck printing a label per package on the Acumatica shipments screen? Looking to print a custom shipping label per package. 

How do we add or remove required fields? For example, in the New Customer record the following are required fields denoted by an asterisk: Customer IDCustomer StatusCustomer Class Account Name CountryAs we only do buisness in the United States, I would like to remove the requirment for this field. Or default it to United States. For Sales Quotes, we would like to make the Expiration Date a required field.  

Is there any way to view Cost Layers for a given inventory item? We are looking into switching to FIFO from AVG and we need a way to be able to view all cost layers for an inventory item.

Client entered a sales order for quantity of 96 with a linked PO to the vendor for 96.  They received 90 in on the PO.  They shipped 90 and invoiced 90.  The SO & PO shows the remainder of 6 as still open.The issue is the shipment SO302000 shows a shipped qty of 90, an ordered qty of 90 and 0 Open quantity.  On reading the help menu, the open quantity should be the true open quantity of 6.When the client did a similar scenario but with NO linked PO, the shipment showed the open quantity amount.I have reviewed both the vendor and customer set up to see if a setting was causing this issue, but cannot find what is driving the open quantity to be 0 on the Shipment.  The client is on 2024 R1 build 24.114.0020.Any help would be greatly appreciated.

We have customers that approve a stock item; however we may have similar item that could be picked when entering in an order. This similar item should not be used as the customer has not approved it. Is there a set up in the system currently on stock items were we can pick the customer that has approved it.Or on the other side in customers is there something in place that we can add the stock items that are approved for that customer.Ideally, I would like to have a table on the customer account were you could add stock items that are approved, date of adding item, with a note field. And then if the customer is added to a sales order and an item is used that is not on this table it couldn’t be used. 

MRP/DRP seems to ignore the lead time for kits with dependent demand.  The promise date for a subassembly used in  kit should be the action date of the parent item.  In my example, the AMSUBKIT promise date should be the Action Date of AMKIT1 

 I am wondering what could have caused this. I have a Sales Order with Inventory reference number but do not have an Invoice. I found no audit history enabled.how is there no invoice but there is a inventory ref number?  

I dont believe this is possible but going to ask. Can you allocate an items quantity on a sales order to a location (like how the Shipment does it when it is created). I know you can allocate it to a warehouse. The Location field exists on the Line Details tab of the Sales Order but it is not editable.

Hello,  Is there a way to restrict sales order type to a certain type? For example, we want a project manager to only be able to submit sales orders that are type ‘PJ’. Is there a good way to do this? Thanks!Brent

We have several items where we stock in 2 or 3 Box Qty Sizes.For example item 1. is available in Box10 and Box18.We have three thousand product lines so don’t really want to add in new descriptions.How can I manage the sales team to sell the two sizes so we clear the suppliers stock.And secondly but related, one warehouse we don’t want to break Pack Sizes but sell in full pallets or Large case sizes of Case1000. How do we (Against the same stock item) manage the sales team that if they select that warehouse to ship from that it is only available in the 1 bulk Case Size.?