Inventory, Orders Management, Warehouse Operations
- 707 Topics
- 2,515 Replies
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!
I have situation that requires multiple document level discounts on 1 sales order. I have these document level discounts set to manual and unconditional. On the discount tab user would add the discounts from the list manually. I can add 1 but If I add a 2nd of same type I get error below when saving sales order. Is there a setting that allows for multiple of these type of discounts.AR Error: Only one Document Discount allowed.To clarify - I’m not speaking of automatic discounts that allow for line, group, and document on the same sales order. I’m speaking of 2 document level discounts set to manual.
Hi, We need to enter Bidding response partially. Example :Requisition Line Value =1500Enter Bidding Response for 300.Complete bidding and create PO for 300 Items. PO has been created with two lines. one for 300 and other for 1200. Need to create PO with 300, no need to mention 1200 qty. At the Movement our PR has been Released and there is no option to enter rest 1200 bidding response. Attached the Test Scenario with screens. RegardsNethupul
My customer is looking to create a customer credit term where a 35% prepayment is required on initial sales order entry and then the invoice when generated would be an installment of 35% due net 30 and 30% due net 60. Currently you can create Multiple percentage installment plans but cannot require the prepayment at sales order time but it does generate the two invoices with correct due dates. If I do single installment plan, it will allow prepayment but I only can have one due date for the balance due. I can see that you can create an installment plan with a day of zero for 35% but this does not require prepayment on sales order. Just creates an invoice due today. This also assumes I need to invoice immediately before shipping. I think I may be able to get creative with cash discount being 30 days with zero discount % and make the total terms net 60. But feel this could cause confusion. Trying not to customize too much if possible. Any ideas are appreciated!
I understand the overarching design of approvals is to lock a document once approved, needing the document to be placed on hold to be changed and resubmitted for approval and in many cases this make sense.However, once a sales order is approved it seems Acumatica (2021 R2) is also preventing stock from being allocated to the sales order. This seems a little to restrictive as it prevents order / inventory management without putting it back on hold, allocating stock, and then having to re-submit for approval.Has anyone found a work around for this scenario?
Hi, Everyone. Newbie here. How can I please make the line discount added from Sales order available to the Sales invoice printed forms pls? Below screenshot refers to the same SO document but I cant be able to make the discount line item appear on the 2nd form: 1. item 2 for discount - that's the same line I'd like to be visible on the printed form; 2. This is the actual from wherein discount is not reflecting but computation should be good, we only need to have it visible here same as the above: Thank you in advance!Jay Note: ARTran.DiscPct cannot populate it
Having a bit of confusion trying to understand the credit flow and how to map some of our current processes to it. The Acumatica Documentation seems to be oriented to credits only occurring Post Invoice and my confusion is how to handle situations where the invoice is not yet in place. For exampleCustomer places order on our website. Full capture occurs at the time of order. Order is injected into Acumatica with payment / transaction details attached. Shipment is created from the order and sent to the warehouse. Customer calls in “Oh, I forgot to apply my promo code. Give me 10% off”Assuming the transaction has already settled, how do I give them their discount and how does this get reflected on the order so that, if they return an item on the order, they get the correct refund? Tangentially, if I’m at the Sales Invoice, there doesn’t appear to be anyway to create a Return / RMA from that screen. Is there a better workflow than creating a new SO of the appropriate type, choosing t
Our base currency is ZAR which is around 20:1 to the USD.When our approval values go through, I need them to translate into our base currency.In the following example, a PO for the following USD values:Will have the following ZAR values:This is how I have setup the approvals:The above example should have gone to the >150,000 approver, but went to the <150,000 approver. Which field should I rather use that would use the base currency instead of the PO currency? I have tried Line Total and I think Order Total.
Hi, There was a requirement that user needs to keep different Item Costing track in different locations under the same warehouse. Ex: Item A -- Location A Cost =10$ // 100 Qty // GRN : 01-Feb-2020 Item A -- Location B Cost =20$ // 200 Qty // GRN : 01-Jan-2021 Item A -- Location C Cost =0$ // 300 Qty // GRN : 01-Dec-2021User need to issue from Location C(With 0$ cost Items), but when select the Location C, system is considering oldest stock first. As a result system issued from Location A.(GRN : 01-Feb-2020).If we enable Location costing, when we select the Location C , system issued 0$ stocks item from Location C. Not considering entire warehouse.Need to verify the Practice. RegardsNethupul
Hey all, looking for any sort of advice on this issue! On the Inventory Transaction History Screen (IN405000) after entering the Inventory ID my results have one line that is out of order by date. Sort Ascending works to get the lines in the correct order but I am curios if there is a way to have it Sort Ascending by default. Another thing worth noting is that whenever the Include Unreleased checkbox in the summary area is select it also fixes the sorting issue, thanks!
The Email Notification Template for Sales Orders that is being pulled is not the one we have setup in our system. It was working fine around 2 months ago and no known changes were made. I have verified that the Report Settings under Sales Order Preferences is set to the correct notification template and is “Active”. None of the notification templates that we have setup regarding Sales Orders use the wording that is pulling up now. It is not a customer specific issue - it is happening across the board. Any other ideas of where I can look to get this fixed?
Hello, we need help in recording Audit History when doing direct DB Updates, for some reason we are doing direct DB Updates to one screen, the data is updating correctly but that is not getting recorded in Audit history, do we have any other way to record audit history even if we are doing direct DB Updates. PXDatabase.Update<TableName>((PXDataFieldParam)new PXDataFieldAssign(“FieldName”, “FieldValue”),(PXDataFieldParam)new PXDataFieldRestrict("TableId", TableId));
Hi, Recently we had RC for a customer who returned items during the transaction we were not yet on Acumatica. We had to process the RC with special inventory code where price and discount was in accordance to the original invoice. Now during shipment and CM preparation, the system automatically updated the SO’s discounting to that of current discount of the customer. Unfortunately, the clerk failed to check that prior posting resulting to discrepancy. Is there any way or work around that we can avoid the same system behavior in the future? TIA! :)
Is anyone aware of any Acumatica features for tracking/monitoring Dealer inventory once it leaves our company/store? With our seed company, we need a way to track/monitor our dealer’s inventory they purchase from us to insure that no seed is ever sold that is more than 1 year old? I thought I read somewhere that this functionality is available within Acumatica?
We need help with how to book purchase discount in the following two situations:Suppliers will offer a 25% (for example) discount if we agree to take a large amount of product. We want to book this special discount as “purchase discount”. How do we do it. Suppliers will offer us a 50% discount on freight charges if we pay the product invoice within X days. We want to book this 50% freight discount as purchase discount. How do we do it? (We use landed cost to compute cost.)Your suggestions are greatly appreciated.
Hello, We’d like to receive some customer’s payments twice a month.Like for invoices from 1st to 15th, should pay us all on 15th of this month.And invoices from 16th to the end, should pay us on the end of this month. But as I checked, the credit terms looks like not supporting this .Could this be achevied?
Could you please precise following statement: https://help-2021r1.acumatica.com/(W(27))/Help?ScreenId=ShowWiki&pageid=3fb8f768-a8ea-44a8-9a4f-8b78ecb947e8 The issue is to understand clearly when the financial badge of landed Costs are being posted to the inventory and in which case it should be posted to the Variance account.Note: Evaluation method is : averageAs far as I understood is, that the inventory on Hand should be 0 (Goods are sold out) so that the posting will be done to the Variance account.Unfortunately I have several cases where the postings are still going to the Variance account although inventory of the received item is still available (in the concerned warehouse).Does anybody know if there are other reasons for this behavior. The goal is to have the posting to the inventory (and Accrual account) as there is quantity available
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