Inventory, Orders Management, Warehouse Operations
- 1,422 Topics
- 5,514 Replies
Hello all, I wanted to ask if there is already a transit process in Acumatica or planned?The process looks like this: A company from Germany orders e.g. metal in China. This metal is brought from the supplier in China to the port and shipped on a ship. The ship is on its way to Germany for at least half a year. In Germany, the goods are transported from the ship to the company, which then ships the material to the customer. In the ERP this should look like this: Purchase order to the main warehouse-> Stock transfer to fictitious storage location "Transit", as soon as the goods are loaded onto the ship in China (these transit transactions are to be displayed in an overview, from which the goods receipts can be created) -> As soon as the goods have arrived in Germany, a goods receipt is to be created from the above-mentioned overview, whereby a stock transfer from the storage location "Transit" to the storage location "Main" is triggered in the background and the goods receipt can
Use Case:Customer calls to buy certain stock/non-stock items A Requisition is entered into Acumatica. This requisition has 5 different inventory items and 2 different vendors Vendor 1 supplies Inventory Items 1 to 3 Vendor 2 supplies Inventory Items 4 to 5 When we email a Request for Proposal, we want Vendor 1 to receive a PDF with 1 to 3 line items and Vendor 2 to receive a PDF with 4 to 5 items The rest of the Bidding process should also know that certain vendors only supply certain items on the requisition The customer should be sent one single Quote (this part works) Once the Quote is approved, we need 1 SO and 2 POs in this use case (this part works)ObservationsI do not see a the Vendor field under Purchase Requisition → Details tab, therefore, there seems to be no way to link certain vendors to certain inventory Items before the Bidding Response process. I could add a condition on the Request for Proposal (RQ611000) report to print lines by Default Vendor configured on each stock
What is the best way to handle an item that is being discontinued but would like to cross reference to a different item for sales orders. Would “Related Items” be the only way to handle this or is there a difference way? Using Related Items doesn’t seem to work if the item is set to “inactive”. Thanks,Justin
I was wondering if anyone has access to the business logic behind this button :-) as not all PO’s are displayed.I’m guessing, but need confirmation - it’s only PO's that have not yet been receipted, and I’m also guessing that there is some date logic behind it? Like the date of the PO cannot be earlier than the date of the SO maybe? The help file on this does not explain these rules and it would be helpful for it to be added there too!
Hello all, please help me.I try create SO with API but response always Not Enough Qty Available, Qty Available Will Go Negative!, i try again with another InventoryID but response is same.I try create SO in Acumatica and worksi try in Acumatica Cloud ERP 2021 R2 Build 21.205.0063
Hello,I am familiar with Shipping Rules on customers.However, is there a way when entering a shipment to make the sales order LINE “complete” or “closed” directly in the shippping screen, or are shipping rules the only way to short ship a sales order line and close it short?Does “Cancel remainder” auto close the sales order line short?Does it close it even if you have inventory but choose not to ship it on this order? Ship Complete: Only completely fulfilled orders are allowed. Back Order Allowed: Back orders are allowed for the customer if some items are out of stock. Cancel Remainder: Orders should be shipped even if the quantities shipped are less than the quantities specified on the order. If all the requested items are out of stock, the order should be canceled.
Hi all,We are looking to use the shipment confirmation form as a pseudo Bill of Lading as a way to notify both parties of a transfer that has been created. Standard form has Ship To location but there is no ship from or Shipper address information. Since there is a from warehouse listed I am assuming I can edit the report (and tables) to query the ship from address off the warehouse location. But I don’t know what tables and relations I would need to create this. Any ideas?
I get the following error when trying to delete matrix items from the template: Attribute 'COLOR' is required by the template but is not set Not sure what it is missing, everything seems to be set correctly, was able to create the items no problem. Has anyone come across this issue? (yes I realize Deleting is misspelled in the header. cant change it…..)
Is there a way in which the Quantity or Price can be checked or subjected to a threshold limit? This can prevent or reduce keying error entries. Perhaps the Limit on the Purchase Order should be enabled so e.g. If we already have a Max quantity in stock, then we should not be able to enter a new quantity to be purchased, unless their is already a sales order logged against the quantity on Stock, and then if so, that only the difference in quantity can be ordered and within a price range (otherwise requiring additional overriding authorisations).
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?
Hi,Have noticed that when it comes to shipping our manufactured items, the Shipment document will split one shipped item ID into multiple lines, which corresponds to one for each quantity we produced under Move/Labor under Manufacturing.I presume this is because an allocation is created for each Move/Labor document, as opposed to the gross produced quantity as a whole.Needless to say, this can get rather messy when shipping, if for example we manufacture 1 units per day for 60 days. When we ship the 60 units, we end up with a long Shipment document of 60 lines of the identical item with 1 qty each and a puzzled freight carrier.Is there any way of consolidating the Shipment document to present this as one shipment line based solely on the Inventory ID?Thanks in advance!
MRP is indicating to buy 5,000 units of 173L8100 STK with the following action and promise dates. I have created two POs, one for 2,500 (promised on date of Jan 5, 2023) and another for 2,500 (promise date of Jan. 11, 2023). I have regenerated MRP but those two lines remain on the MRP Display. Why do they remain? When should they disappear from MRP Display?
I think it’s best if on the printout of Sales Order, we indicate which user printed it and when it was printed. Other option is to indicate this action on the Audit History of the form. I think this will be helpful if ever there’s any discrepancy that may appear on the printout, we can easily track who printed it.
Good day,When a user enters a sales order and selects some stock items, the Marked of PO check is defaulted to check. The scenario did not occur for all items; not verified. I tested a few; see below. It this setting? Or something I can turn off. I causes order processing confusion and errors; also you can create a shipment without unchecking the box. (We do Dropships and Direct Import orders that do require a purchase order to be generated.Thank you for your assistance.@EvanG
Hello, I know acumatica having “audit trail” feature. But using this feature would make the database increasing rapidly. Now what I am need is to ONLY record the users who clicked the “release from hold” button on so screen. I’ve looked at the audit management screen, it looks like I can not set only to track the button clicking, I might can track by order status change. Is there a way to monitor the buttion clicking ONLY?
The quantity open on PO per the inventory summary is overstated. One PO (PO001122) line is duplicated in the summary and the MRP detail inquiry, but is correct on the PO line inquiry and the actual PO. The promised date was changed for a couple items on this PO (supply chain issues) but only one line is being duplicated.We have run “Recalculate Inventory” and the error did not resolve. Also tried editing both the PO and the line but the duplicate is not clearing. Below are screen prints showing the discrepancy:We’re at a loss to figure out why this discrepancy occurred and how to resolve it. Any thoughts or suggestions would be appreciated. Thanks!
Hello everyone,I’m having issues trying to create an extended workflow that allows Acumatica to override Customers On Credit Hold.Here is the scenario: Customer is on credit hold or has exceeded the credit hold limit. In normal circumstances the customer needs to be approved from credit hold to be able to process a sales order. So the new workflow is to bypass the credit hold status if the customer pays in cash: On Hold → Payment Hold → Open The termsID parameter to request prepayment is not applicable in this situation because I need to be able to either create a PO from the Sales Order or create a Transfer Order as i do not have the stock available in the selling warehouse. The only way i can do this is if the sales order state is Open.I have created a new state “Payment On Hold” that is triggered from the on hold status if the TermsID is Cash and then can be removed from it to the Open state. The first transition works. The problem is that after I remove “Payment on Hold”, the syst
I would like to know if any of you who uses UDI format barcode could share how you configured or customized Acumatica to read the UDI barcode to reduce data entry while capturing transactions (shipping, transfers, even product label generation etc.). The UDI device identifier that we have to use is not at all like our inventory ID. I am thinking that we will need a field added to the heading screen of stock items and a look-up table behind the scene to do the conversion...
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