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Inventory, Orders Management, Warehouse Operations

1,966 Topics
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kyoung14Jr Varsity III

asked in Distribution

Updating Prepare Invoice grouping logic in Process Orders

We have a situation where customers come into the facility multiple times/day or week to get product. We are just using an Invoice type sales order (no shipments) to record the shipment by entering warehouse/location in the sales order. Upon prepare Invoice it creates invoice and processes inventory issue, etc. This works fine one by one. However, we would like to be able to create consolidated invoices for the day/week using Process Orders screen. I know that we can choose Prepare Invoice in that screen and it will create one invoice for all the orders for that customer that met the criteria entered on top. We need it to apply additional grouping. For example, in one day or week, 12 sales orders/invoices, 5 have PO/Cust Order Number 1234 and 7 PO/Cust Order Number 5678. If I just ran wide open it would create one invoice with all 12. I need it to create 2 invoices, one for each PO/Cust Order Number. Actually, these are all for Projects and I'd need that to be the first group

3 years ago

brucewarrell96Jr Varsity III

posted in Distribution

Time Entry Cost Transactions

For the life of me, I cannot figure out why a time entry is not updating the Balances or Cost Budget tab of a project. I can see the transaction in Activity History. I’m using the TMR03 project and Jane Doe and booking billable time to the 301 JRCONS project task. I’ve tried with a time card and a time activity. Both show in Activity History but neither show in the Cost Budget. I’m using the November Sales Demo snapshot.

2 years ago

MaracujaFreshman II

asked in Distribution

Bug while saving customer orders: Another process has added the 'PTSOOrderTextElements'

Dear all,somehow I suddenly get an error everytime when I try to save a new customer order…as a result of this error the whole customer order is gone...this is the message I get when clicking saving: “Error: Another process has added the 'PTSOOrderTextElements' record. Your changes will be lost." At the beginning it all worked fine. Then I tried to setup the product configurator...but I do not think that this might be the cause for this problem...Can anyone help?

2 years ago

ray20Captain II

asked in Distribution

Add Pop-up note when Sales Order is below a certain order total.

Hello, The Acumatica pop-up note feature is awesome. Like we put the note on a customer, if the customer is used on some documents, the note would pop up to the users. I am wondering is there a way I can use this kind of pop-up note when the order is met some conditions, like below a certain order total to notify the user?

3 years ago

mpeck12Freshman II

asked in Distribution

Error message when entering / saving Inventory Adjustment Transaction

Receiving message:'One or more lines have unassigned Location and/or Lot/Serial Number' error when saving an inventory adjustment transaction The Adjustment is to add a quantity to a valid Location.The QOH for the item is -0-. The purpose of the adjustment transaction is to have bring the inventory records to reflect the proper actual QOH.Is there a means of assigning a location to be valid for a given Inventory Item?The location was previously used to record a quantity of the same Item before it went to zero.

2 years ago

john25Freshman I

asked in Distribution

Acumatica is showing a file attachement but none there.

We use the drag and drop file attachemnts to add the customer PO to the SO.In some instances it shows a file in the SO but the file box is empty.What could cause this?ThanksJohn

2 years ago

zoeymuffJr Varsity II

asked in Distribution

PUCHASE ODER LINE WITH MULTIPLE SHIPPING DATES AND QTY

Hi, say i need to create a purchase orderline 1, stock item ABC, total order 1000 piece..if i have multiple shipping date, say 5 shipments, where is the form i can put 5 delivery dates? or do i have to create a blanket order?thank youZoey

2 years ago

NAWRESJr Varsity II

asked in Distribution

Report designer chinese characters and decimal format

Hello I have a problem with a report (sales order) that has chinese characters when exporting the report to pdfAlthough pdfFontEmbedded is set to TRUE On the same report, I like to diplay deciaml with , separator and space (Exp 1263.35 ==> 1 263,35) Thnx in advance

2 years ago

Jp89

asked in Distribution

Can Landed Costs (e.g. levies that are %) be auto calculated upon products received from a supplier?

2 years ago

ray20Captain II

posted in Distribution

What is the easiest way to do duplicated so line item validation/reminding?

Hello, In our business, 1 Sales order would have more than 20 SO lines. In some cases, the salesman would put duplicated “inventory ID” in different solines by mistaken. I know, sorting by inventoryID and human check would be a good practice for them to detect the duplicated lines. However, as an IT staff, can I add more logics to remind them there are duplicated inventory id lines? Yes, using customization code would definitely achieve this need, however, I am poor of coding. So if you suggest coding, can you apply some code examples. I also prefer some without coding tricks, can business event or pop up note or something else achieve it? Note: it might not need to be real time reminder, which is reminding right after the line inputting, It can be accepted by overall checking, such as check only when saving the whole document. Thanks in advance.

3 years ago

dougmcbride79Semi-Pro I

asked in Distribution

How to Configure Discounts to achieve these four goals

Please help us configure discounts to achieve these five goals: Customer Price Classes with 10%, 15% and 18% discounts on some, but not all, Item Classes. Volume Price Discounts of 10% for aggregate purchases of $2,000 from specified Item Classes and discounts of 15% for aggregate purchases of $3,500 from specified Item Classes. Products from any of the specified Item Classes count to achieving the volume purchase levels. n The customer would get the higher of the Customer Price Discount or the Volume Discount, but not both. In other words, the customer gets the higher / better of the discounts and cannot “stack” the discounts. No matter what discount applies, the discount amount is booked on the GL so we can track discounts. The amount of the discount shows on the invoice so the customer can see it. Your ideas and help are greatly appreciated.

1 year ago

patriciabatisti2Freshman I

asked in Distribution

Default project X on a bills and adjustments screen

Hi everyone, Is there a way of defaulting the non project code X on the bills and adjustment screen without a customization? Thanks, Patricia

2 years ago

sylan

asked in Distribution

Send email

Hello, The following error message "There is no active notification source to perform the operation" is displayed when attempting to send an email from a screen (eg: Sales order screen SO301000). Do you have a solution to fix it? Best regards,Sylan

3 years ago

yisroel39Semi-Pro I

asked in Distribution

Removing Address and Contacts

We have dropship customers that require us to remove (overwrite with "X") the customer's contact (ARContact, SOContact) and address (ARAddress, SOAddress) information every few months. The address and contact are overdriven on sales orders and invoices. Acumatica's privacy tools seem to go too far, restricting the customer's account as well.Does anyone have a solution for this?

3 years ago

ray20Captain II

asked in Distribution

How to round the qty when do automatically Replenishment?

Hello, I love the replenishment feature. But we always purchase whole cases from vendor, while sometimes the auto created PO by “Create Purchase Order” screen are in decimal cases, like 2.34, 1.34,11.88 cases, which is not proper to send to vendor directly? Is there a way I can round up the figure in Replenishment process? It looks like I can find a solution in below But is customization the only way to solve the issue?

3 years ago

Jp89

asked in Distribution

Inventory Purchase Price History

After setting the Payables Price Settings to fixed for "0" months, I can still only see the last vendor purchase price that was used to purchase from a Vendor. On the Inventory Stock Item - again I can only see the last Inventory price that was processed by the system. Since by implication the preferences indicate that the vendor purchase prices are retained, please advise where the list of those retained prices are for dealing with a vendor (It cannot be in the stock transaction history, as that does not relate to the Vendor)?

1 year ago

dcote70Freshman II

asked in Distribution

International Shipment Documents for Shipments with Multiple Packages

Hi there - We have a customer who uses the ShipEngine plug-in to perform international shipments. In cases where there are multiple boxes being sent within a single shipment, this causes an issue.A separate label for each package is created, which is proper - every box needs it's own identifier for tracking. BUT, Acumatica treats each package as a separate order/shipment. The order can not be broken into multiple orders for customs purposes. This could be construed as an attempt to skirt customs fees. Most packages with values under $2,500 don't need the extra paperwork as they fall below a threshold. So, an order for $7,497 that gets put into three boxes would need the paperwork as it's above that threshold. BUT, if the system treats each of those boxes as a separate shipment, and values them each at less than $2,500, it could be seen as a means of trying to hide value and avoid fees. How do other folks handle this in the system? Any thoughts?

3 years ago

NAthukorala47Jr Varsity III

asked in Distribution

Sales Price is not Picking from Inventory Item

Hi, When entering a new Sales order for Customer Urban Bar. Inventory ID FG0053310001. The unit price on the sales order shows .03 even though we have mentioned the unit price as 5.50 when entering the inventory item. Proceeding by manually entering the price of 5.50. What would be the intendent behavior. We thought to create a price list and add the price.Added to the price List.Created a New Sales Order and added the Item System is not consider Item price as 5.5. Need to add Expected Item Price on this.

2 years ago

NAWRESJr Varsity II

asked in Distribution

Default Shipping Rule

Hello Guys :) When we create a new business account, the Shipping Rule (Delivery Settings) defaults to Cancel Remainder. Is there a way to set the default shipping rule to Back Order Allowed for Business Accounts like we do for customer (through family class) ? Thnx :)

2 years ago

NoahSemi-Pro I

asked in Distribution

Prepare Replenishment processed items not on Create Purchase Orders screen

Hey everyone, need a little sanity check here. Everything I’ve read, watched, etc. makes me sure that the Automated Replenishment process consist of starting with the Prepare Replenishment screen (IN508000), where we check items that have ‘Purchase’ as their replenishment source and a default vendor and ‘process’ them. Then they should show up on the Create Purchase Orders screen (PO505000) where we can create the POs. Yet, on our Live site (2020 R1 Build 20.118.0007), only occasionally does one of the items show on the Create Purchase Orders screen and on two test sites (2020 R1 Build 20.109.0032) and (2021 R1 Build 21.108.0032) they don’t show up at all. On the Prepare Replenishment screen, they get values in the Qty. Planned column. If they are not on the Create Purchase Orders screen, where are all of those Qty. Planned items or documents? Is there some setting that we’re missing, because we’ve gone over the end user and partner docs checklist multiple times, or do we have a

2 years ago

JNelson79Freshman II

asked in Distribution

Custom Box dimensions for Integrated Shipping

We have a customer that ships in varied box sizes as well as custom sizes to accommodate their products. The Package entry screen does not allow the user to change the dimensions and there is no option for entering a box on the fly. How have other users handled this in the Integrated Shipping?

1 year ago

deebhaneSemi-Pro I

asked in Distribution

Sales order to Drop ship purchase order links

Is it possible to link a Sales order line item to multiple Drop ship Purchase orders

1 year ago

aconroy35Jr Varsity I

asked in Distribution

Direct Vendor Return

Hi all,I have searched high and low for this but cant seem to find an answer.Is it possible for a direct vendor return without the item returning back into our warehouseHere is the scenarioCustomer orders item, item is fault, vendor says they will pick it up from the customer, I will credit the customer and the vendor will credit meIt appears to me that I can only create a customer return to bring it back into stock and then a purchase return to send it back to the vendor so the item does look like it was returned to my warehouse at some point when it was not

3 months ago

chris49Varsity I

asked in Distribution

How to correct an in transit 2-Step transfer (Transfer Order)

We currently have a problem whereby we are unable to correct a 2-step transfer (Transfer Order).Suppose we have 10 x ABC Item, which has been captured onto a Sales Order of type Transfer. It is then picked, packed & shipped, and the Release IN action on the shipment has been clicked.On the receiving warehouse, if there was any miss-picks, e.g. qty short picked by mistake, it seems that there is no way to ‘correct’ the in transit qty (i.e. there would be a qty that remains in transit).Is there another way to correct cases like these, without receipting the short delivered qty into the receipting warehouse, and then transferring this short delivered qty back to the originating warehouse?I’m hoping there’s another solution.Thanks in advance for any assistance.

2 years ago

deebhaneSemi-Pro I

asked in Distribution

PO Order Cancel through code

I have a requirement to cancel the PO, from a customization screenbased on the business logic. We have tried implementing the below code but no luck. POOrderEntry docgraph = PXGraph.CreateInstance<POOrderEntry>(); docgraph.Document.Current = ItemList; // Item List is current PO docgraph.Document.Update(docgraph.Document.Current);docgraph.Cancel.Press();Can some one help me on this?

3 years ago

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