Distribution

Hello,Would like to inquire - is there any way of calculating the Freight Cost of local carriers by the number of packages on the Sales Order?Eg. each box = $15 freight cost, if the SO is to be auto-packed in 10 boxes, the freight cost should become $150.So far, I have only been able to calculate the Freight Cost by weight (per unit) or per shipment (net) for local carriers. Whereas our carriers charge directly based on packages, not weight.

Hello Acumatica Community :) Does anyone know if setting up commissions at the order level instead of the line item level is possible? OOTB commission system assigns commissions to each item in SalesOrder. I’m not sure if I missed a setup option that would allow me to assign it at the order level. Thanks!

When I was Processing a requisition the following Error has occured Error: Inserting the 'Requisition' record raised at least one error. Please review the errors.Error: 'Creator' cannot be empty. 

Our client would like to Create a Sales Order then Select a po to link to and have all items on the PO come back onto the Sales Order.   We understand how to do this line by line.   They may have 30 line items on the PO and dont want to have to enter 30 line items on the Sales order and then link each line by line.   Is there a way to do this? 

I had learned how to create a new sale price, But I can't find the warehouse, and I can't create it. Please kindly advise and thanks for your support and helping

Is there a way to allocate inventory on a sales order as soon as the sales order is released (in open status)?

How do assign individuals as requested by in the Creating a new Requests Help says employee record, but dont see anything related to Assigning users as requestor or no roles as requestor. Question what is the setup for Internal requests

Hi All,In our legacy ERP system, we had close to 30 product categories (out of the box item grouping feature) that grouped items together for various reasons (for finished goods, product line, and for component parts, categories were created for some of the parts based on functional usage).These product categories don't share many of the attributes defined in an item class: -stock/non-stock-finished good/component/subassembly/service/expense/labor-valuation method -posting classs-lot serial class-base/sales/purchase units -cycle count code-price class -default mark for (purchasing or production).On top of this, the finished good items often can be used in multiple product lines. ------------------------------In Acumatica, I created item classes that corresponded with the existing product categories. Next, I added a second segment which attempted to summarize a homogenous set of items within the

Hi,What are the steps to configure or use the GS1 barcode in Acumatica? Any example? Thanks,EV

A number of our clients are struggling with the new credit card processing workflow, where the pre-authorized amount is a cap for capturing.  Scenario: sales order is created with the amount of $100.  Credit card is pre-authorized for $100.  There is not integration with carriers through Acumatica OR (more often) it’s an LTL order, for which there is no integration in Acumatica.  So, the freight price cannot be estimated at the time of Sales Order.  Shipment is created and confirmed.  The freight price is received either from a 3rd party app or entered manually.  Invoice is created.  The invoice is now for $100 + $20 (shipping charge).  Since the card was pre-authorized for $100, the client cannot charge $120.  There are 2 options at this point: a) void pre-auth and create a new payment for $120; b) charge $100 and create another payment for $20.The issue with the first approach is that voiding does not remove holdback from an end customer account, and if they are short on mo

When I am posting the SO and Statue is  Awaiting payment so, I don't know how to change it as open. If I can change it I have normal flow process. Thanks for your support and helping 

I have a customer who has been anxiously waiting for the ability to complete a 2-step transfer on the mobile app. I see now that you can actually select Transfer Receipt as on option under Purchase Receipts:However, all I seem to be able to do is create the record. I can’t find anywhere to enter the Transfer Order to receive. Help?Thanks!   

Hi Community,Could someone please assist with the following situation:I have a Sales Order for 5 items Marked for PO, Purchase to Order. I create the PO, and I increase the quantity from 5 to 50. I try to Receive these 50 into my warehouse, and I get this error. Error: IN Document has been created but failed to release with the following error: 'Error: Inserting  'Sales Order Line Split' record raised at least one error. Please review the errors. Error: 'Lot/Serial Nbr.' cannot be empty.'. Please, validate a created IN Document This is the Lot/Serial Class associated with the item: Thank you,RJ

How do we use the two-factor authentication on the mobile app? The box opens to enter a two-factor authentication code on the mobile, but no way to request the code. 

Hi,One of our customers practices the following scenario.They buy an insurance policy prior to the Receipt of goods and create a bill to make the liability for the insurance company. But does not pay that amount until the goods are received. When the goods are received this amount needs to be allocated to the inventory appropriately. In Acumatica we couldn’t find a way to create a landed cost/bill prior to the purchase Receipt and attach the Bill to landed cost lately. Since the customer is not paying the amount, we cannot assist them to use the prepayment request method, pay the amount and create a prepayment and apply the landed cost once the goods are received.Is there a way to handle this kind of scenario? Please assist me on this regard.Amanda

SHO-ACC inventory ID is not supposed to be used on POs, however it was and not some of the POs have already been receivedwhat is the best way to be able to pay these bills and not mess up PO Accrualsome of the POs have already been received

Hello everybody, a few days ago I was working with a report but I saw although the information its correct, the report give me information duplicate (in disorder). I add the screenshot of relations and report:Relation Tablessomeone have idea about how fix this?

Dear all,I am using Acumatica 24R2 and encountering an issue when creating an SO Invoice from a Shipment, as described below:I have a shipment with 2 lines (2 items) and would like to generate 2 SO Invoices from this shipment—one invoice containing 1 lines and the other containing 1 remain lines.However, whencreate the invoice, the system displays an error message: "Sales Order/Shipment cannot be invoiced partially."Could you please assist me in resolving this issue?Thank you very much for your help!   

Hi everyone,I'm looking for guidance on integrating Acumatica with freight providers (e.g., EasyPost, StarShip) and configuring freight costs and sales prices. Specifically, I need help with:1. Setting up the integration with a freight provider for real-time shipping rates.2. Automatically pulling freight costs into sales orders.3. Configuring sales prices for freight charges based on weight, zone, or other criteria.4. Best practices for handling manual freight entries when needed.If anyone has experience with this setup or knows of any training materials covering these topics, I'd appreciate your help!Thanks in advance.

I have a customer evaluating DRP, they use an outsourced manufacturer and own all of their inventory, The Manufacturer only provides the labor for the assembly to create the KITS.   The KITS are made to order using stock items. We were hoping that DRP would provide the demand for the KIT assembly based on Sales demand, not seeing that it does that.  Also based on the functionality the planning only works with either a value for safety stock or a value for reorder point.  Neither of these are actually based on SO demand.  It would work if they wanted to have these completed KITS on hand but they do not wish to have any on hand, all KITS are made to order based on SO demand. Has anyone had a similar use case?  

v2023r1--sharing the version because I’m thinking this may be a bug fixed in a later release.I’ve had a couple of invoices lately brought to my attention where the Bill-To Contact and Address on the sales order (and ultimately the invoice) has a different customer’s details than what is on the customer record.  The “Override” checkboxes are not checked.My best guess is that an order is started for Customer A, and part way in the order taker realizes that they selected the wrong customer and updated it to Customer B.  The Ship To Contact details are updated, but the Bill To is not.  Unfortunately I haven’t been able to reliably duplicate it (I was able to duplicate it once in our Sandbox, but then following the same steps again it updated the Bill To contacts).I’m curious if others have run into this or if anyone knows if it may be something addressed in future versions.

I have the setting in Sales Order Preferences called ‘Add Zero Lines for Items Not in Stock’ checked, as well as ‘Create Zero Shipments’:When I create a Sales Order with ‘Back Order Allowed’ checked, and each line also has ‘Back Order Allowed’ as the Shipping Rule, I can get a 0 line on the shipment:However, if the line has ‘Mark for PO’ checked and/or has a linked PO, it is not offered for the shipment:The same occurs if it has ‘Mark for Production’ checked. It doesn’t make sense to me that this option would not work when products are coming from ot

Hello Everyone I don’t know if it’s possible but can we create an integration scenario to import an invoice (SO303000) to add a line (a stock item) and not update the total of the invoice  Thank you :) 

Can anyone tell me why inventory items are being omitted from the GI when I group by Inventory Id and Financial Period? 

Is there a way to detect a current open blanket order for the customer for the line item being keyed?  Example, there is blanket sales order for ABC Company for Item#AS625 Qty 100.  Customer calls to order 25 but does not reference the blanket order. We enter a new sales order and key item#AS625 for a qty 25, is there a way for Acumatica to alert the processor that there is an existing blanket order.