Distribution

Hello all,We are running into a potential bug with the PaceJet carrier integration. We recently updated to 24R2 in an attempt to have the following workflow without customization:Create a Sales Order with PaceJet as the Carrier for shipping.  Create a Shipment for the Sales Order from the Process Orders screen. Use the Pick, Pack and Ship screen to handle picking and, once completed, confirm the shipment. Pack the shipment in PaceJet manually. Update the Acumatica Shipment from the Process Shipments screen.The issue we encounter is that PaceJet does not receive shipment information unless a shipment has at least one package added to it before shipment confirmation in Acumatica. We have the Carrier configured with the Usage Scenario of ‘Manual Packing and Shipping in Pacejet’, which appears to mean that all packing will be done in PaceJet so the Acumatica shipment will receive all of the box information externally. Yet when a shipment without any packages is confirmed, the PaceJet Statu

We recently had a vendor change how they were selling some of their material and we wanted to update the Conversion Factor on the Stock Item to match the changes. Currently the material is on several orders and it errors saying “The unit conversion cannot be modified because it is currently in use in the following document -***”. Is there a way around this without having to remove the material from all the Purchase and Sales orders or some way to make it apply going forward or is removal the only way?

I’m looking for a solution how to scan POD documents in bulk (300 pages at a time) and the system should store them in the proper SO within Acumatica (identifying the proper order number from the document bar code) and then email them together as page two when creating and sending invoices to our customers, we don't want to use a mobile app for signatures, we hand a piece of paper to the driver for every delivery and when they return the signed document we want to have them in the system and use it to email it together with the invoice as proof of receiving the goods, any idea how to accomplish this would be very helpful, do to the volume scanning and dragging each document wont be an option, Thank you.

Hello everyone,As part of customization, we are trying to allow creating a Payment for a Sales order which is in pending approval status.Standard Acumatica has a restriction here to avoid Payment creation in this case, to remove the restriction for the Pending Approval status, we tried to override the Restrctor attribute as below, which is not helpful, and we don’t see this restriction, anywhere else in the code. Tried Modifying  the PXRestrictor attribute  remove SOOrderStatus.pendingApproval , which didn’t help. As a next step, tried with Override the AdjdOrderNbr Selector without PXRestrictor still giving same error, and unable to create the Payment. Steps to verify this:• Create a Sales Order, and ensure Order status is Pending approval•  Navigate to Payments and Applications screen, try to create a new Payment with the same customer used in the Sales Order, and then try to add the select the Sales order from the Sales Orders tab• Tab out here, or saving the record pops out the err

I am getting the below error while converting Purchase to Fixed Asset.“Both Debit and Credit parts of transaction are not zero. Exiting with error.”

Hello everyone,I have been trying to setup a restriction for an inventory item by branch, meaning that when a user has branch A selected during Sales Order creation, he is able to add the item to the SO, however if the user has branch B selected, the item is not shown for selection. This item is only manufactured in branch A and shipped directly to customers. The restriction is needed because we have users that enter orders to branches A and B.I have tried to do this with restriction groups, but only managed to do this with users + inventory item, which is not the case because the user that has access to the item can still include it in the SO when he is in branch B, AKA the wrong branch.Is there another way to do this that I am not seeing?Thanks,Clauber

At least in the way we’re currently configured (on 23R1) we have the ability to receive a purchase order into an alternate warehouse; the PO Line could be written for Warehouse TX, while the item can be received into warehouse AZ.We do a number of virtual warehouses for a few reasons, but the biggest is to keep costs from potentially intermingling.  I have warehouses TX1 and TX2, and if we get a good deal for a specific customer job, we’ll purchase and receive the material for that customer into TX2, while the regular inventory is purchased and received into TX1.We have a problem with a warehouse getting complacent, not checking where the material should be received, and receiving everything into TX1 even if the PO is written for TX2.  We can transfer it back out, but it impacts average cost of those items in TX1 that we have to adjust for as well.  It would be easier if there were a setting that said that purchase receipts could only be done for PO lines for the same warehouse.

 I ran a test and updated a stock item price using the Vendor Price Worksheet. I added a pending price of $13.76 for the item, but it didn’t update the cost on the stock item or reflect the new price in the Vendor Last Price field either.I also created a purchase order and added the item, but it still pulled the old price. I'm wondering—where does the system update the cost for this item? 

Good dayI want to sum my tax totals by Tax ID  from the DAC ARTax.I have a scenario where I have to taxes on a sales order invoice  how best can I sum them on the report by the Tax ID as per the screenshot belowIn my case for this invoice I have a tax total of 105.88, and on the invoice print out in the footer I want to split the two as per the above screenshot.I have the formula =IIf([ARTax.TaxID]='SVUS',Sum([ARTax.CuryTaxAmt]),0) for the SVUS Tax ID and =IIf([ARTax.TaxID]='SUTAXUSD',Sum([ARTax.CuryTaxAmt]),0) FOR the SUTAXUSD ,Tax ID. However on the invoice template the split is not coming out correctly what could I be missing?The computation is not coming out as desiredwhich should be:Sub Total:             542.90Less Discount        32.64Invoice Total         510.26Tax Total                 76.54Surtax Total            29.34Total                      616.14I added the ARTax table on my schema to my report design as shown below  

Has anyone figured out a way to restrict Inventory Stock Item visibility by Branch/Company?

Hi team,When receiving drop ship items, I cannot add serial#’s.We need to be able to track the serial#’s also for drop ship orders.Thank you!Monika 

When you create a PO, the Promised On date in the header transfers to any PO Lines that are added.However, if you update the Promised On date in the header, the Promised date in the PO Lines alters to the Promised On date PLUS the Item Lead Time in the Vendors tab in the Stock Item (in the example below, 7 days).Is this a setting we need to change, or a bug (as obviously the Promised On date is the date the Vendor is delivering their goods to us. It does not need a lead time adding to it)?Thanks,

I was wondering if there was a way to prevent a shipment from being created on a Sales Order that has no Ship Via and/or Shipping Terms selected? Unfortunately we have a problem with sales reps not doing due diligence to check the Shipping tab prior to creating a shipment and it creates confusion and time wastes in the warehouse when a pick ticket prints with no shipping information on it.

Hello,i would like to update a checkbox through import scenario based on some conditions.If Price class is “AMMFG” then set “Subject to Commission” checkbox to TRUE, please have a look at below screenshot and help me how to solve this.  

Hi All,We have some weird behavior currently.We are trying to adjust out expired Inventory. Receipt states QTY on Hand is Zero, yet the Lot is stating a different story:We are currently not able to released this Adjustment due to the following error which is caused by the QTY On hand on the Receipt equaling 0Any ideas if what is going on and how to resolve this?

We use Parent/Child Account relationships extensively for our Customer base.  We also use a ton of Customer part numbers as Alternate IDs for our stock items.  This is becoming very difficult to manage when we have some parents with 100 child companies. Is there a way to set an alternate ID of a part number for a Parent account, and have it be used for its child accounts?  We can’t use Global in this scenario because we need to be able to use the alternate IDs on customer facing paperwork as well.  

When using paperless picking, the pick ticket can be in one of multiple statuses - On Hold, Added to Queue, Assigned, Being Picked, Returned to Queue, Picked, Completed, or Cancelled. Is there anything similar for Pack status?

Hello, looking for a sanity check.  I can “Restrict Visibility” to a company for Vendors and customers.  However, there is not “restrict visibility” option for stock items and non-stock items correct? It seems I need to use restriction groups for this which would be very cumbersome. Am I missing any other options? Thanks,Larry

the salesperson no link to employee I don’t why happen

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)?