Inventory, Orders Management, Warehouse Operations
- 578 Topics
- 1,928 Replies
Hello, We are having some negotiated items with customer, which we markup fixed amount based on cost.Like Item A, FIFO, fixed markup amount $ 5 per case First Purchase, $20 per case, then we sell $25 per case second purchase, $30 per case , then we sell $35 per case.Supposing we are having 100 cases $20 item A and 400 cases $30 cases item A.The perfect solution we are seeking for: is it possible that, after the 100 cases of $20 be sold out, then the sales price automatically jump up to $35.If this is not possible right now. Is there a way that can automatically reminder the human that the 100 cases of old inventory be sold out, you have to update the price.Please advise. Thank you.
Is there any setting or upcoming feature that will allow our customer to only pre-authorize the credit card for the amount being shipped when using the Create and Authorize process screen?I saw a pay by line option on the customer record but that did not seem to alter the pre-authorized amount, it always captures the whole sales order.Our client processes an incredible amount of SOs daily, many of which have back ordered items. Their clients are upset that their credit is tied up by pre-authorizations for the whole order, especially when some of the orders had shipments that were future dated.I know the pre-authorization falls off after a few days but their clients are still upset.
I am trying to configure the create and authorize process for our client but cannot get it to pick up credit card payments.From what I read and currently understand, I can use the Create and Authorize function in the Process Orders to look at all orders I want to ship and get a credit card pre-authorization.Client business process:The company will create products that are pre-sold up to 3 months before delivery. The same sales order may have multiple lines with different promise dates. When the product is ready to ship, the company will get a pre-authorizations to know what shipments should be created. The card will be charged once the shipment is confirmed.Configuration and issue:I set up a client with visatok as the payment method in the demo system. I entered a sales order for an in stock item with 2 lines. One had today's date and the other one had a future date. I used the create and authorize from the process order.Nothing showed up in the create and authorize screen. To validate
I have setup an email account for sending from Acumatica. When I send an email, for example using the email form attached to the Sales Order print feature, the email is not sent immediately. If I go to Send and Receive Email and “Process All”, it sends the email. What am I missing here in terms of setup, to get the system to send email as soon as the email is submitted to the system to be sent?
I was looking at various ways to group customers by local truck route. We have our own fleet of trucks, and various local routes that service different customers. I would like a way to organize customers based on which truck route they belong to.It seems that there is a default Ship Via option for Customer Class, but this doesn’t seem like the best way to organize customers by class (for example, the default credit terms for a customer have nothing to do with which truck route they are on).Maybe there should be a Customer Shipping class added to Acumatica for this purpose? Does anyone have any ideas for how to do what I want without using the Customer Class for this?
At the Summit, an integration with Amazon Business accounts was shown whereby an order placed on Amazon would be pulled down into Acumatica for approval. Once approved, Amazon would be sent a message to pick and complete the order. What is the status of this? Is it still planned?
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));
I have a WIP import scenario that works if and only if the serial number that is being allocated is Available for Shipping, with is correct, but if one of the serials I am trying to allocate is not available the whole import scenario fails and no serials get allocated at all even the available ones.I get this error “ The record was not processed because of an error during processing of the previous record” Thank you for anything that might help me get to the bottom of this.
Good morning. I have a client who needs to generate recurring sales orders to fulfill a quarterly magazine subscription. In an attempt at creating the most streamlined account setup workflow, I have proposed this solution:1) Create Customer Template for Magazine Style (4 to chose from)2) Store Subscription details in the Customer Attributes with details Then trigger automated Sales Order Generation based off of Customer Attributes. However, this last part in the process has proven to be above my head. My general concept was to create a GI that would pull customers that match this profile, then generate a sales order from 1 of 4 templates, using 1 variable from the Customer Attribute (qty of magazine line items per order). Here is a screen shot of my attributes setup.Build 19.205.0023 Any ideas on how to make this happen or another better idea that is more simple?
When we tried to upload the file to the Document Detail tab under the sales order entry window, it only uploaded up to 1000 items. So is that the maximum line item we can enter in any single sales order entry? And do we have any alternatives that we can exceed 1000 line item in one single order? Sometimes we have a large order that might have thousand and thousand of BOM (Bill of Material).. In addition, we experienced tremendous of slowness when the sales order has reached about 1000 line items. For example, it might take us 3 minutes to update the pricing for one single line item or just change the characters of the stock item description.. it really create a bottleneck for our operation efficiency.
I am trying to set up my Carrier Labels for both UPS and FedEx integrations. I have verified UPS and FedEx have a ZPL label format file type chosen.Do I have to go to Report Designer for the Carrier Label form and build a label from scratch? I assumed Acumatica, via its connections built in for UPS, would have a UPS label file already built.
It’s important for a number of clients to get confirming of price and delivery from the vendor and not allow receipt of goods with confirming the PO. Manually you could keep the PO on hold or add something to the workflow. Does anyone know of a way to “force” the vendor to confirm the PO perhaps some integration to DocuSign or Adobe sign that could communicate back the customer that the vendor has received and confirmed the PO. The vendor of course could offer a different price and/or delivery,
Hey everyone, need a little sanity check here. Everything I’ve read, watched, etc. makes me sure that the Automated Replenishment process consist of starting with the Prepare Replenishment screen (IN508000), where we check items that have ‘Purchase’ as their replenishment source and a default vendor and ‘process’ them. Then they should show up on the Create Purchase Orders screen (PO505000) where we can create the POs. Yet, on our Live site (2020 R1 Build 20.118.0007), only occasionally does one of the items show on the Create Purchase Orders screen and on two test sites (2020 R1 Build 20.109.0032) and (2021 R1 Build 21.108.0032) they don’t show up at all. On the Prepare Replenishment screen, they get values in the Qty. Planned column. If they are not on the Create Purchase Orders screen, where are all of those Qty. Planned items or documents? Is there some setting that we’re missing, because we’ve gone over the end user and partner docs checklist multiple times, or do we have a
Is it possible to change the Lot/Serial class of a stock item if there are open allocated item plans
We would like to implement expiry tracking on some of our product ranges, but we’re currently unable to do so due to the following error.IN Error: Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use. We have made sure to check the type of exception and that it is not related to a similar issue, and can confirm that we’re making use of the ‘When Received’ method: We have made sure that there is no stock on hand for the item, however, there are quite a few allocated item plans against the stock item: We have reviewed a similar know issue, but this solution only makes mention to the following:users can change the lot/serial class for an item if the item is allocated by any of the following item plans (and not allocated by another items plans):PO Prepared SO Prepared PO Order SO Booked SO Back Order Purchase for Sales Order Prepared Drop Ship for Sales Order Prepared Drop Ship for Sales Order Purchase for Sales Order
We are in the metals industry, and one of the somewhat unique aspects of our business from an ERP perspective is that sometimes we will cut pieces of material that we sell into smaller pieces, per our customer’s request. So as a simple example, let’s say you have a 20ft x 20 ft piece of aluminum plate, and the customer asks for a piece that is 16ft x 18ft. We will cut that plate to size, and then have a remainder (what we call a remnant or a piece) that is left over. Sometimes we will directly scrap this remainder (not keep it around), and other times we will keep it on hand and sell it to another customer, or use it to cut another piece for a customer who may require a size smaller than that previously cut piece. We need to maintain heat/lot tracking of these pieces from the parent item.Does anyone have any clever ideas about the best way to program this in Acumatica? You could obviously create a new item every time you create one of these pieces, that is the exact dimensions of the p
Hello, i am trying to work on non stock kit flows:image 1 shows the non stock kit simple two components.image 2 and 3 show the sales order and shippmentimage 4 is action print picklist, but why the pick list does not who the two components as specified in the kit spec as in image 1? RATHER, it only shows to pick the non stock kit.. please help anyonethank you IMAGE 1 image 2 and 3 IMAGE 4
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
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
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