Inventory, Orders Management, Warehouse Operations
- 924 Topics
- 3,494 Replies
It appears that a non-stock item can be added to a purchase order, received and paid for without ever being added to a sales order and invoiced to the customer. Is there a way to ensure that that the customer gets invoiced (e.g. requiring a sales order before creating a PO)?
Greetings,I working on some customized notification templates for Invoices in SO.30.30.00. I have 98% of the template completed, however the need for the Invoice.Note element is missing from the AR Invoice/Memo list of data fields.Can someone suggest how to obtain the Invoice.Note for utilization in the custom Notification templates?The use case so far is for referencing original invoice notes on credit memos. The note functionality is a powerful feature in Acumatica and having it available can greatly increase information to the end usernotification recipient.Thanks.
Our client sells clothes that are tracked based on colors and sizes.He has created all possible sizes and colors as attributes. It would probably have been better to create different tables for different sizes for instance (it gathers sizes of clothsand shoes). For instance size :This leads to very large sets of possible crossings, while he will need only few of them : In the IN203000 screen, Matrix Items sreen, only the check one is created. That is perfect! :However, when in matrix view entry mode in SO301000, all possible crossings are made available.Ils it possible to display only the possible crossings instead of all (all the more as only those can be filled)
Hi, We are going to configure one company newly and there are few clarification under intercompany transaction and company configuration with require balancing. Here customer was not purchased Intercompany feature. will manage by manual entry. Following we have mentioned this in detail. Tenant -01Company 01 --- There are two Branches Company 02 --- There is one Branch Tenant -02Company 03 --- There are two BranchesThis customer not purchase Intercompany transaction feature. -------------------------------------------------------------------------------------------Question When we create company under Company -01 , there are three selection options. --Without Branches--With Branches not requiring balancing --With Branches requiring balancing If customer not enable Intercompany transactions, which selection option should we keep in Company creation form according to Company-01 scenario?As per our understanding it should "With Branches not requiring balancing".RegardsNethupul
Hi, I have a client that requires two people to approve the PO. I have set the Approver to “Employees by Filter” in the used Rule Action however once the first user Approves the PO is approving without the second approval.The settings i have used are below. What am i missing? Any help appreciated. Laura
For those who use shipping software integrated with weigh scales, what weigh scale(s) do you use? How does this work for you?Also, who uses a weight + dimensions scale like the Cubiscan 100 (with or without shipping software integrated)?
Hello everyoneHow can invoices be made by joining more than one sales order but consolidating the amounts in a single line?Example:Sales order A item 001 for 4 units.Sales order B item 001 for 5 unitsAn invoice with a single item 001 for 9 units is desired.How can this operation be performed?
In our process, we buy product from a vendor. However this vendor is able to offer product produced at various locations. We need to be able to identify the producing location for regulations. Right now we add locations but in order for the purchase order to print correctly as being purchased from the main vendor all addresses have to be the main vendor and not the location. Is there a current way to add a vendor location with it's address but be able to have the purchase order report print the "corporate address"?
When you enter a sales order with SO or IN order type, click save, then on the payments tab click on create payment and enter the info, everything works correctly. If you enter a sales order for a future date and try to create a payment, we get the following error “Error: An error occurred during processing of the field Order Nbr. value AR008512 AR Error: The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.” This also occurs on our 2020R2 demo version. Any ideas?
We are trying to link the invoice we get from the shipper to the corresponding shipment. My goal is to evaluate our shipping charges. The way I envision it working is add a field when entering lines on an AP Bill where I can choose the appropriate shipment. I’m sure this has been encountered many times so how do recommend solving the problem? Thanks
Hi,I was wondering if there is a way to add the Stock Items Screen, IN202500, as a Side Panel to the Sales Order Screen, SO301000, so that Items can be more easily added. Via a customization Package, I know I can add the Primary List, IN2025PL, as Side Panel to the Order Entry Screen but then the Plus sign needs to be clicked to add items.When I try to use the IN202500, the side panel opens but I have to click the Plus sign since the Inventory ID is greyed out & I get the message about changes being lost & Items cannot be entered There is no switch to entry mode. Thanks!
Anyone knows how to make it automatically to export inventory to csv and send to sftp server? I know I can export to csv and manually upload to sftp. I want to know if Acumatica has anyway to do it automatically. Even execute a command line after export file.
Invoice without discountStarted a return and the discount automatically apply to the document Hi everyone,I met a very weird problem. The case is I created a SO for a customer(There is no discount applied at this moment) and invoiced. Later I apply a negative discount for the surcharge for this customer. Than I started a return for this SO. The negative discount was applied to the document automatically. If I didn’t check the amount, I will refund more money to the customer. I don’t know if this is normal or a bug? With my understanding, the return should be base on the amount on the invoice. It can not apply any discounts. Does anyone know this ? or how to set do not apply discount for the return.
Introduction:I wanted to pull a specific list of inventory items from a generic inquiry. Problem: I tried to use "Is In" operator for a condition. However, it does not seem to work as expected. (I tried various combination while profiling and could not get the SQL to translate to [column] in ('test123', 'test456', 'test789')) If there is a way to use the "Is In" operator, please share. Solution:Add a parameter to enter the list of items. (Set the Schema Field to InventoryItem.Body for maximum characters) In Result Tab, add a column that utilizes "InStr()" to search for the InventoryCD in the parameter field. (Convert to CDec() for better filtering)Paste a list of item numbers and filter the formula column “greater than” zero. I hope this helps.
We are using the integrated shipping connector within Acumatica. We are having inconsistent challenges when attempting to ship to Puerto Rico. I noticed Acumatica has a setting where the country can be PR (which does not make sense). I am curious how others are able to ship via UPS and what information we need to input. The error we get is either - no international information is entered, or incorrect zip code.
This issue popped up over night.. i have made no new customizations and have not edited the form at all. There has been no changes at all. Was working fine yesterday but not today. Here is the error i am getting:Error: An error occurred during processing of the field UsrSelectedTerminal: Unable to cast object of type 'System.Int32' to type 'System.String'..Anyone have any ideas what is causing this and how to fix it?Any help is appreciated. Thank you!
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