Inventory, Orders Management, Warehouse Operations
- 759 Topics
- 2,824 Replies
Hello, we have hundreds of customers, just some of which are requiring to receive order confirmation after the so is placed. To click the “email sales order” is just 1 click, however, sometimes the salesperson would forget. How can I set the automation just for some customers?
We are working through some inventory storage improvements in our warehouse and we noticed an issue with the way Acumatica allocates inventory for shipments. We are a FIFO company that distributes a product with a limited shelf life. It is very important that we truly ship the oldest product first, based on receipt date. We recently moved many of our SKUs to different locations and now the older lots are being allocated after lots that are newer. From what I can see, Acumatica somehow is treating transfers as receipts and resetting the FIFO date of any lots we move. This is obviously a huge problem for stock with a limited shelf life. We need Acumatica to ALWAYS base allocations on the receipt date for the product lots. Is there something that we don’t have set correctly, or is this behavior by design?
Can we have a "Document status validation" function? causing some document got incorrect status by unknown reason.
Hello, After upgrading to 2020R2, build 203, we are suffering shipment status issue now and then.like below: Poorly, today we encounter another status issue on Sales order screen.1 Sales order says “shipping” status but no related shipment can be found. Why and how did this issue happen is unknown. Maybe it is a rare case. However, anytime, if this kind of issue happens, what can the user do ? The user has to wait the techical staff to fix in Database. In Acumatica we are already having “balance validation” and “inventory validation” functions. So can we also have a “status validation” function, then system can in some way correct some incorrect status documents.
Hello,I am currently using template items and I created 4 matrix items from it.There are transactions on those items, but we would want to change the Sales UOM to something different. But it is both gray out and in the Stock profile. Is there any way to unlock the UOM to make this change and the Base UOM is each. Much thanks
Hello, I have a requirement that set freight as $5 by default for every sales order ship from 1 particular warehouse. For that particular warehouse, the customers are fixed. That warehouse served customers can be identified. So, this question can turn to set fixed freight for particular customers. I am thinking of Acumatica’s “freight calculation”, but it seems to be dynamic not fixed. It is calculated based on order’s amount, volume or weight. We don’t need it to be complicated, we want to set it be fixed $5. Can anyone give me some suggestions?
I’m having an issue with an SO that was shipped and then the invoice reversed.The steps followed were:Create SOCreate ShipmentCreate Invoice from ShipmentReverse Invoice in AR module and create CMApply CM to invoiceThe invoice is generated correctly-no issue there:InvoiceBut when the credit memo is created, instead of crediting COGS and debiting Shipped-not-invoiced, it debited COGS again and credited Shipped-not-invoicedCredit MemoAnd I’m left with this that I don’t know how to fix:
Hi Folks! We have a client who would like to simplify the creation of new Stock Items in a Multi-warehouse environment. Other than using GI’s as a data provider and running imports, does anyone have any tools/utilities to automatically establish item warehouse details using some default settings for newly created stock items? I’ve not gotten into the workflow designer as of yet to see if there’s anything there that could assist, but if you all have some tips or tools to assist, please reply.
Shipment status broken again, confirmed status shipment can neither be prepared invoice nor correct shipment.
Hello, We are using 2020R2 103 version. We encountered another shipment status issue. We are having shipment as status “confirmed”.However, the user can not “prepare invoice” based on it. It will show error: And, the user can not “correct shipment” . It will show error: I checked the Database, it looks like for some unknown reason , the “confirmed” column has not been set to 1. This is the second time, our user met the status mess up issue. Unfortunately, we do not know how to reproduce it.Can Acumatica developers do an in-depth research to solve the root cause?
We have a situation where customers come into the facility multiple times/day or week to get product. We are just using an Invoice type sales order (no shipments) to record the shipment by entering warehouse/location in the sales order. Upon prepare Invoice it creates invoice and processes inventory issue, etc. This works fine one by one. However, we would like to be able to create consolidated invoices for the day/week using Process Orders screen. I know that we can choose Prepare Invoice in that screen and it will create one invoice for all the orders for that customer that met the criteria entered on top. We need it to apply additional grouping. For example, in one day or week, 12 sales orders/invoices, 5 have PO/Cust Order Number 1234 and 7 PO/Cust Order Number 5678. If I just ran wide open it would create one invoice with all 12. I need it to create 2 invoices, one for each PO/Cust Order Number. Actually, these are all for Projects and I'd need that to be the first group
Does anyone have experience connecting signature capture pads (Wacom, Topaz, or similar) to workstations and attaching the signatures to Acumatica transactions? I’ve been asked about collecting signatures from drivers picking up shipments. The drivers will be physically present to pick up the load.
Hello, we are using 2020R2, Build 20.203.0028. Our operation stuff report an issue, that 1 shipment is still confirmed status while the invoice and IN issue doc already been generated and released. I don’t know the user’s steps and he could not remember. And this issue happens to only 1 shipment not all. And previously in 2020r1, we didn’t encounter this kind of issue. So my large guess it is causing by our recent upgrading from 2020r1 to 2020r2. see below: Since this issue happened only once, the root cause might not be easily found.Can anyone firstly give me some directions to quickly fix it, I mean, might correct the shipment status to right.If I simply update it in DB to status completed? Is it a good way to go?And if the root cause could be guessed out, it would be very helpful for us to prevent this same kind of issue in the future.Thank you.
My company is newer to Acumatica (since April 2020) and our old software (Everest) used to be able to handle transactions in this way very easily, here is a hypothetical scenario:We are a car dealer and a customer is making a purchase of a new vehicle. The vehicle is in my inventory as a whole unit. The customer wants to upgrade the wheels on the vehicle, so we need to swap them out. We take 4 wheels out of our stock and install them on the vehicle then restock into inventory the 4 wheels that originally came on the vehicle. Then we sell the car. We can later sell the 4 original wheels to another customer.In Everest you can simply use a negative quantity (-4 wheels) on the sales order which in this case would bring 4 of the original wheels back into our inventory stock. Then put positive 4 of the new style wheels on the same sales order, effectively "swapping out" or "trading back" the wheels.This type of transaction happens ALL THE TIME, multiple times daily here at my company and I h
Hi there - We have a customer who uses the ShipEngine plug-in to perform international shipments. In cases where there are multiple boxes being sent within a single shipment, this causes an issue.A separate label for each package is created, which is proper - every box needs it's own identifier for tracking. BUT, Acumatica treats each package as a separate order/shipment. The order can not be broken into multiple orders for customs purposes. This could be construed as an attempt to skirt customs fees. Most packages with values under $2,500 don't need the extra paperwork as they fall below a threshold. So, an order for $7,497 that gets put into three boxes would need the paperwork as it's above that threshold. BUT, if the system treats each of those boxes as a separate shipment, and values them each at less than $2,500, it could be seen as a means of trying to hide value and avoid fees. How do other folks handle this in the system? Any thoughts?
Hi,On this marketplace page for EasyPost: https://www.acumatica.com/acumatica-marketplace/easypost-shipping-integration/There is an image with the PX.EasyPostCarrier.EasyPost Plug-In. I was wondering if this is available somewhere. I did reach out to EasyPost support and the support person was not familiar with integration. https://cdn.acumatica.com/content/plugins/ac-marketplace/uploads/EASYPOST/ISV-Solutions-796-1Manage-ISV-Solutions-for-ISV727-1ScreenShot1.PNGIs that available for testing in 2020 R1?Thank you
Hello, In our business, 1 Sales order would have more than 20 SO lines. In some cases, the salesman would put duplicated “inventory ID” in different solines by mistaken. I know, sorting by inventoryID and human check would be a good practice for them to detect the duplicated lines. However, as an IT staff, can I add more logics to remind them there are duplicated inventory id lines? Yes, using customization code would definitely achieve this need, however, I am poor of coding. So if you suggest coding, can you apply some code examples. I also prefer some without coding tricks, can business event or pop up note or something else achieve it? Note: it might not need to be real time reminder, which is reminding right after the line inputting, It can be accepted by overall checking, such as check only when saving the whole document. Thanks in advance.
Inside the shipment screen SO.30.20.00 → Shipping Settings → Shop For Rates → Carrier Rates. Inside the carrier rates the amount column should be defaulted to be descending in price by default. Not sure why Acumatica hasn’t built this into the product or how I could accomplish this?
We have a client that would like the ability to have file attachments (PDFs) automatically attached to customer opportunity files in Acumatica. We were thinking this might be triggered by a string in the subject line of the email that identifies the opportunity or customer.Has anyone done this, or is it doable? Thanks,Scott
About: We would like to gather your feedback regarding our credit card authorization and re-authorization process. This is important for commerce and distribution companies which process special orders or take orders with a long lead time before the order is shipped.In this focus group we will:Providing a short demo of credit card authorizations and how it works today Discuss how to manage expiring authorizationsAudience: Customers and partners who need this feature or have knowledge of workflows and how it can be delivered.Date/Time: Dec 16 @ 8:00 a.m. PDT / 11:00 a.m. EDTRegistration: https://webinar.ringcentral.com/webinar/register/WN_ExcQopQXSO6qE_bAsksWQg
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