Distribution

When a Purchase order has been received and later returned. We need the system to block the bill of the PO Receipt.On the PO Receipts the history Tab will show the Returned items.Sample Scenario:Purchase 10 items.Receive all 10 items. Return 5 Items and create and release the Debit Adjustment to return the 5 items.On the  Purchase Receipt, when I enter AP Bill the Bill QTY is 10 and it does not consider the 5 Items that I have returned.How can I stop the Enter AP Bill for all 10 items 

Hi @all,our client creates non-stock kits as templates.When they add those templates to a Quote or Sales Order they want to change components and quantities there.Does anyone know, if this is possible? Or do you have any idea, how to solve this requirement?Kind regards Michael

Where on the invoice/AR transaction can I find the SoLine.UsrCustomerConfig field equivalent?

Hi Acumatica,May I ask if there is a way to create a shipment even if the quantity on hand is zero?Is there a setup needed to procced the transactions?Thank you!

Acumatica will only allow us to add 10 payment methods per customer. This is an issue as some customers have more than 10. All of them are not active, but even if a payment method is inactive, it cannot be deleted if it was used on an invoice.

We are using our own freight trucks to pick up inventory from manufacturers. We want to include the freight cost in the cost of those items that were purchased from the manufacturer but picked up by our trucks. We do not need an AP bill for this transaction since its not third party. Is there a way to use the landed cost process without creating an AP bill?Just FYI, we come up the with the freight cost by using a home grown freight cost estimator tool. Takes the overhead cost, repairs, maintenance, fuel price and mileage to come up with the freight cost. We would like to use the landed cost screen to enter that information and distribute the freight cost to the items on the PO without ACU forcing an AP bill. Is anyone needing this functionality?  

Is possible to restrict this field for specific users?

Hello Acumatica Community. No doubt others have had the same issue. Where a salesperson wasn’t entered against a customer and Sales Orders have been processed without a sales person.Is there any possible way to go back and add the sales person for correct reporting?

Hi all,As the title says, I was wondering if there was a setting that would allow me to partially invoice a shipment. In this scenario, the customer wants 2 separate invoices for the taxable and non taxable items which were all send out on a single shipment. When I try to remove lines, it returns an error saying ‘SO Error: Sales Order/Shipment cannot be invoiced partially.’ Thanks!

Does anyone know how to add a side panel for UPS/Fedex Tracking hyperlinks? I saw it partially in a video (by Tim Rodman) but it did not show the full steps.For example, I am not able to put ((Tracknbr) in the Field below, it only allows ShipmentNbr.We use StarShip for shipments.  

hi everyone,I set up different languages in Acumatica. It’s working well. But how can I use different languages on mobile app? I can’t choose language when I login. 

I have a situation where kits will be produced in one warehouse then transferred to another warehouse using at transfer sales order.  However, when I plan replenishments and don’t have a replenishment method assigned to the kit items in the production warehouse, I cannot get an amount to process in the prepare replenishment grid.I could set up bogus replenishment parameters, but want to avoid that.  Any help on planning replenishments for kits?  I think maybe there is a gap here. Thanks,Dennis

Hello Everyone, Please advise on how to hide the list of other tenants from the customer portal login screen?Thank you,Jennifer

Hello! We have created few customers, and we have created transactions against these customers as well. But now we are required to establish these customer IDs as companies. We want to have the same ID for both Customer, Company and in created transactions. Is there any way of doing this? Best Regards Amanda

Good day,I want to change ID on some of inventory items.  Questions:  Does this change id update all completed production orders, and sales orders?  It does work on Open Sales Orders, BOM and Production Orders that are in planning.Thank you.Evan 

Hi,Is there any possibility to reserve a sales order though the quantities in the line levels are not shipped fully?

Is there any field in sales order header I can use to know that all stock items in a sales order have all been allocated? All allocated means that on the Line Details, all lines have Allocated box ticked in full quantity. I am working on an automation that is triggered immediately by the above condition. I can create a business event with a GI that shows allocation status in sales order line however this GI needs to be grouped, as a result I can’t use Trigger by Record Change in the event type as it won’t work for a GI that is grouped. I can then only use Trigger by Schedule which means a Schedule needs to be created however the lowest execution frequency is 00:01 (1 minute). I need this automation to trigger immediately after all items are allocated. Hopefully this all makes sense.

Is there a way to set up Automatic Packaging by Vendor? Example, 5-gallon pails automatically select NONE for the Box ID as we stopped shipping them in boxes.Except, Amazon requires their order be shipped in a box. Is there somewhere I can set a filter that if the order is from Amazon, to use 5Gal as the Box ID? 

The COGS for a drop ship sales orders is the purchase price received.  But is the vendor invoice is received with a different amount  we would like the PPV to be applied to the COGS of the sales order.  We have setup COGS to use the customer location sales subaccount and set the PPV to apply to the Inventory Account,  When we process the AP Bill it creates the Inventory Adjustment but it cannot be released until the Sales Invoice is released   - no idea why this is required because the COGS was the PO cost and not the PO cost + PPV.

Client is migrating from Microsoft Dynamics GP to Acumatica, and we are trying to find the best approach for maintaining pricing. Dynamics GP isn’t particularly powerful when it comes to pricing, but it has a feature wherein it will calculate the selling price as a “percent of list price”. Each custom is assigned a “price level” (similar to a customer price class in Acumatica), and each “price level” is assigned a percentage for each item.Clearly, this functionality can be achieved with Price Worksheets, but that involves some additional work, and it would not reflect a change of “default price” real-time. Has anyone encountered this scenario and solved it with base Acumatica functionality? We are trying to avoid Price Worksheet updates (a lot of room for error), ISV solutions, and customizations.Additionally, we need the Unit Price to be set to the correct amount. A “line discount” is not desirable for several reasons, mostly focused on the user experience in the SO screen.

Hello-With the Subitems feature being phased out, is there anything in the product pipeline to replace this loss?Primarily our manufacturing customers are looking for Revision tracking at the stock item level.Cheers,Chad

I understand the Schedule recurring sales orders is a future consideration so wondering if anyone has come up with a workaround or customization?  A supplements company (prospect) needs the ability to setup an order for a subscription that ships the items on the subscription based on predefined ship dates.

Business case:Quote includes a return (Trade-In).  Equipment Manufacturing and Distribution companies - sell equipment, sometimes will take a trade-in of a used equipment.  Want to be able to put the negative qty on the quote to include the credit.  Then convert the sales quote (CR304500) to an order of type = MO.Can’t enter a negative on the sales quote Can’t convert to an MO order typeDoes anyone have a process for something like this?  Put a negative on a sales quote to include a credit/return in the quote?  

We have recently started using PO approvals which work great except that anyone can print the PO before it’s approved and then send that to the vendor which defeats the purpose of having approvals at all. Is there anything our of the box that can restrict printing a PO until it has been approved?

I’m trying to import  an inventory adjustment file and continue to receive an error message when importing that says “ReferenceNbr cannot be empty”.  I’ve tried with <NEW> as well as inputting a new number .. neither is importing.  Advice? Thanks,Sandy