Inventory, Orders Management, Warehouse Operations
- 1,323 Topics
- 5,124 Replies
Hi,I have a question is there a way when importing open sales orders into Acumatica there is a formula that can pull in the customer number in the system without having to add it to the spreadsheet that is being imported?Second is there a way to automate files to be uploaded into the Data Provider from a workstation to Acumatica? Let me know. Thanks, Frances Pantelidakis
Good day! In Acumatica Open University Course T200, the user is instructed to create a Customization Project named PhoneRepairShop. However, a Customization Project named PhoneRepairShop has already been created in the preceding course T190. Should that pre-existing Customization Project be used, or should a new Customization Project be created with a different name?
We are a company with multiple branch locations, some in different states. Most of the branches all perform the same selling functions, and we do not separately report financials for each branch (although we do some rollup reporting on each branches financial performance).There is a question on whether we should be using branches at all. For example, we could structure the software so that there is a single company with multiple warehouses (i.e. Seatle, Portland, etc), but no distinction between branches in the software.This would allow us to do single-step transfers between warehouses, for example. However, there is a question in my mind of whether this will hamper us in the future in terms of shipping material between branches (will the software be able to understand that the branch warehouses are geographically distinct if they are not attached to separate branches)?Does anyone have experience with doing this one way versus ther other? If the only advantage of distrinct branches is
Hi, Version-21.209.0034 Am trying to connect With Azure blob Storage to use the container in iti tried all possibilities //var connectionString = "rcwcafz1t/ZdikEzhS181NGFdtiqG77sEznq200HJzUl88wz+BvlTJULGeVbxZdzFRp/0MYMbkrQ+ASt9uIDVg=="; //string containerName = "inkitnew"; //var serviceClient = new BlobServiceClient(connectionString); ////var containerClient = serviceClient.GetBlobContainerClient(containerName); am using Azure.Blob,Storage from NugetPkgAm able to build the code in visual studio when am trying to check screen level am facing an issue And also tried using above stack overflow link.. this is also not workinghttps://stackoverflow.com/questions/70097124/how-to-connect-to-blob-storage-container-using-c-sharpPlease help me with Possible answersThank you
Is there any option or Report to see the details of the Sales Order Accrual Report - (Shipped Not Invoiced )Needs to see the details of Shipped Not Invoiced GL account based on Shipments Confirmed and IN update done but not Invoiced . Similar to Purchase Accrual Reports
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?
2021R2 version. We receive an EDI 850 from our customer. Through True Commerce APIs, we create a sales order in Acumatica. Later, we receive an EDI 860 change order from our customer. Our business does not want this change order to be automatically applied to the existing sales order in Acumatica.Instead, our business wants us to generate an exception report that lists the content of the 860 (e.g. header info, line item data) and generate exception messages where the 860 change order is different than the sales order on Acumatica. For example, provide exception message that the line item quantity changed, or that a new line item was being added to the sales order. This exception report would go to the customer service rep., who would review the changes and manually enter them on the Acumatica sales order if accepted. Has anyone already built functionality that creates custom change order tables (header, lines, notes), and then matches this to the sales order already existing on
Does anyone know of a way to handle the new CO Retail Delivery Fee ($.27 beginning July 1, 2022) either with Avatax or without? Avalara had sent out communications regarding this which stated to perform the following: Merchants subject to this fee will need to add a $0 line item to their orders with the OF400000 tax code. I’m unsure as to how this would be done in Acumatica. Perhaps someone from Acumatica may know if there will be something released in a new build perhaps?
Hi, I first want to create a GI to show the top selling stock items at the top of the inquiry to the lowest selling items at the bottom of the screen. What would be the condition for this GI? I have attached a Generic Template that will be modified to reflect this. Let me know. After this, I will create a dashboard. i don’t need assistance for this now. Thank you,Frances Pantelidakis
In order to get the volume discount from the Vendor we have to place a single PO with max Qty . In the case of Purchase Requisitions system is treating it as a separate channel for creating a PO. Is there any option to add the Purchase Requisitions to Include in MRP so that PO will be created with max Qty to get max volume discount ?Please correct me if I missed anything ?
Using v2021 R2. I’ve configured DeviceHub and Acumatica for the label printer. The user profile has the printer as the default printer.I’ve set the “Print Shipment Labels Automatically” flag in SO preferences.I don’t know if it is required, but I set the User Settings in Pick, Pack, and Ship to Print Shipment Labels Automatically. We’re not using Pick, Pack and Ship.When I click on Confirm Shipment, labels don’t automatically print. Is there another setting I’m missing?
Client will be using Shiphawk for packing. The need to generate batch pick lists in Acumatica. The workflow would be:Generate batch pick list in Acumatica Pick product on paper Accumulate product in packing area Sort and process packing of product in Shiphawk to confirm shipment in AcumaticaThe issue I’m running into is once the shipment is created and a batch pick list is generated, the shipments on that list are essentially locked until scanning is done to complete picking in Acumatica.Thoughts? Am I missing something simple?
My client wants a option to be able to reprint or resend more than one PO at a time from Print/Email Purchase Orders screen (PO503000) the same way it’s done in SO or AR Module with Show All button. This screen does not have a Show all or check marks showing the action performed, it only shows PO that have not been printed for some odd reason. Is there a workaround for this? Thank you.W
We are a retailer who use the Distribution and Ecommerce modules. We have implemented a leasing program where customers can lease the product vs. buying outright. In this scenario, we ship the product to the customer and then “transfer” the inventory to a virtual warehouse so that we can account for it. We started using the TR order type but this is very cumbersome. Are there others who are leasing products to their customers and if so, how do you track it? We have looked at LeaseQuery, but it is not the right solution because they are more for if we were leasing the product for our use. TIA
We are experiencing integration error regarding Tax Detail ID’s between Celigo and Acumatica. It seems that Acumatica cannot find a match for the Tax Detail ID being passed from Celigo which is causing the errors. This has been working fine for the past 2 years and the issues started in early to mid April. Celigo and Acumatica claim that there have been no changes made on either side to cause this to stop working.Is anyone experiencing this as well?
Hi everyone. It seems we get a decent amount of orders where the ship-to addresses are incomplete. That causes to notify CS. Then CS digs around by either finding a previous order or reaching out to the customer.Then we'll be sure to edit the customer account in acu/bigc. Just slows the process down in general.It's been discovered these only have a street number.We think it has to do with the customer using an autofill feature (browsers unknown), but not selecting the full address choice. Maybe just hitting Enter and moving on quickly. Just a theory.Any thoughts?Thank you.
I am interested in how the community is using Acumatica WMS and their experiences with it. Please share!
I would like to know which industries Acumatica WMS is being used in and how it’s going. Please share any experiences if you are using it live to ship product (or if you are in the process of setting it up)!
Hello, Acumatica has its B2B online portal, which customers can place orders directly. However, for a same single portal, it looks like all orders will be assigned to the same branch, which is portal default branch. We are having multiple branches and serving different customers.Is there a way that the orders to assigned to its specific supporting branch?
Hi All,Currently multiple lines in shipment is created based on the allocation lines of the sales order line items if there are multiple lines for the same size.Is it possible to create lines only based on the sizes and not allocation lines? (club all allocation quantities and display based on the size) Will it be a customization?Really appreciate your responses on this.Thank you in advance.
Let’s say that we have 2 different warehouses, MAIN warehouse, and another warehouse in a different city that is SECONDARY warehouse. We create a sales order with 9 items from MAIN warehouse, but one item is only available in SECONDARY warehouse. We want to transfer the stcok required from SECONDARY warehouse to MAIN warehouse, for inclusion in the customer’s order for one consolidated delivery all at the same time.Is there a way to transfer this inventory from SECONDARY warehouse to MAIN warehouse, for consolidation into the single order automatically? (the alternative of course is to transfer first, and then add to the customer’s order, but this runs ths risk that someone else grabs that inventory after the transfer to the MAIN warehouse).
Is there a way to update the salesperson assigned to a group of customers in bulk based on state and/or zip code? We pay commissions based on the salesperson assigned to a customer account and need to change a group of accounts to a new salesperson.I set up a generic inquiry based on AR.CustSalesPeople pulling in the needed data from the location, customer and address tables. The inquiry returns the expected data and can be filtered for the needed records, however I’m not able to setup the “Enable Mass Record Update” operation successfully.What “Entry Screen” should I be using or does this need to be done using an import scenario? (I tried AR.20.50.00, AR.20.50.PL and AR.30.30.00.)Any suggestions or guidance would be appreciated. Thanks!
Hi all, Can you help me about the Tally of records in Inventory Summary to Purchase Receipts because when I create a Purchase Order then Purchase Receipts the quantity is correct but when I go to Inventory Summary the total of Purchase Receipts is double (Please see the screenshot below) This is the total of Purchase Receipts (On-hand, Available, and Shipping are 100) But in the Inventory Summary is double the digit of quantity that I received in Purchase Receipts and in the Inventory Balance are the same reports Please help me to fix this bugs.
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