Inventory, Orders Management, Warehouse Operations
- 1,323 Topics
- 5,124 Replies
Hello,I am trying to set up multiple system emails to be used by purchasing, accounting, admin etc.After setting up the emails given by customer, after signing in, I tried to TEST it. Then it gave me below error.The email cannot be sent because the account you signed in with does not have permission for using the email address specified in the system email account on the System Email Accounts (SM204002) form. I read some information related to the error in below post. But I would be pleased if anyone could further explain me about conditions. I think email is correctly configured and all permissions are properly set up.What are the conditions to fulfil for the email account to be used? Further explain - No delegation, send as, send on behalf, or shared mailboxes can be used for this sign in process. Thank you!
We had UPS Shipping Carrier integration working in Acumatica 2021R2. We upgraded to Acumatica 2022R1 and although the license is there, we are not able to select the UPS Carrier Plug-in. Feature is also still enabled. See screenshots below. Is there a customization that needs to be published to get the plug-ins? If so, where do I find those. I appreciate any help.
I can’t find a report or inquiry that displays project specific inventory quantity. The only time you get to see the quantity for project specific inventory is when you add a line with an inventory item on the sales order, shipment, transfer or issue form, then the information gets displayed in the footer section of the screen as indicated below.project inventory tracking on the footer of the applicable formsWhat table and field name is used to store project specific inventory quantities that’s reserved in a virtual location.Thanks.
I have a customer who wants to use the Pick List - Confirm Picked with Barcodes pick list as the default on the PROCESS SHIPMENTS screen: I thought that by changing the Pick List report on the Sales Order Preferences screen, it would accomplish my goal but it didn’t: Where do I set what the default pick list prints for the PROCESS SHIPMENTS screen?Thanks!
Hi All,Does anyone know how to put a freight charge on a shipment but not invoice the customer for it? They want it to be deducted on projects so that they can track the costs of shipping.For example, if the freight is $100, it would show on the shipment and the invoice but not charge to the invoice. It would deduct from the budget on the project.
Hi AllMay i know when we do receiving the inventory in system, can we change the date same as supplier invoice date?Example: Supplier invoice date 30 July 2023 , When we received the goods , the date is 3 Aug 2023. When the time we enter and do the receiving for the goods is 3 Aug 2023 in system. Can we change the date same as the supplier invoice date 30 July 2023 when do receiving so that i can align with the payment term and due date in payable module.Thank you
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
Please help us configure discounts to achieve these five goals: Customer Price Classes with 10%, 15% and 18% discounts on some, but not all, Item Classes. Volume Price Discounts of 10% for aggregate purchases of $2,000 from specified Item Classes and discounts of 15% for aggregate purchases of $3,500 from specified Item Classes. Products from any of the specified Item Classes count to achieving the volume purchase levels. n The customer would get the higher of the Customer Price Discount or the Volume Discount, but not both. In other words, the customer gets the higher / better of the discounts and cannot “stack” the discounts. No matter what discount applies, the discount amount is booked on the GL so we can track discounts. The amount of the discount shows on the invoice so the customer can see it. Your ideas and help are greatly appreciated.
after upgrading from 2020 R1 to 2023R1 the access rights and the restrictions have been missed up and ruined is there any documentation or any solution for this problem or anyone got this issue before?the sales people can see all the sales orders and the transfers but in the old version they were prevented from seeing the orders and the transfers that arent related to their branch.
Physical Count - Display Quantity "Available" and "Available for Shipment" on Physical Count Screens
Use CaseMy client runs an in-house repair shop. They are using service orders to manage in-house repairs on equipment. There are open service orders where stock items are already consumed on the repair. The service order can’t yet be closed because further work needs to happen. ProblemWhen a physical count is generated, the items already used on the service order are still considered “on-hand” by Acumatica. This causes the physical count to display higher book quantity than there actually is on the bin. This can cause stock items to be reduced too low by mistake. For example:I have 13 stock item X on hand I used 2 on an open service order I generate a count, which displays 13 on hand During the count, I input 11 as Physical Quantity The system adjusts 13 stock items down to 11 I close and bill my service order This process further reduces stock item X by 2 units Now I have 9 in the warehouse, whereas I should have 11 in the warehouse. I have adjusted down the Item X by 2 units during t
I’m looking to have the flexibility on a SO document after creating the shipment (prior to confirming the shipment), for example add or remove items from the SO, increase or decrease quantities, or change shipping location.I know we can create another SO and attach it to the same shipment, but this only helps when we want to add and item or increase the quantity, however this wont be a solution if we want to remove an item or decrease the quantity on the SO level or change shipping address.I know there is an option to delete a shipment and re-create a new one, but this doesn't work for me, since I created already the shipment and employees started working with the shipment it will cause confusion with deleting and starting again and duplicate work.Is there any other solution how this can be accomplished?
I am about 95% sure that this will not work but looking to see if anyone else has a solution.I have client who deals with seeds (such as peas and beans), they send the seeds to a grower who then grows the seed. They are sent on a sales order with item such as 1270. The grower grows the seed and a Purchase Order is created for the seed. The purchase order needs to use a different inventory ID such as 1270-GR. They need a way to account for the seed leaving their warehouse and then bringing it back into stock. The grower is the customer and the vendor. Does anyone have a solution or work around for this?I know also that I could receive as the PO with 1270 then do adjustments and a receipt for 1270-GR but that is going to be extra steps.
Hi all,As the title says, I was wondering if there was a setting that would allow me to partially invoice a shipment. In this scenario, the customer wants 2 separate invoices for the taxable and non taxable items which were all send out on a single shipment. When I try to remove lines, it returns an error saying ‘SO Error: Sales Order/Shipment cannot be invoiced partially.’ Thanks!
HiWe have a client who wants to review GL account / subaccount budgets while creating purchase orders. They are PO's for GL accounts only - so no inventory involved. We have looked at using the Request / Requisition / Order process with them as the budgets are viewable in the Request stage.Is there a way of skipping the Requisition stage to simplify the process? All the required info is in the Request and it would be much easier for the users to move directly to the order step.Alternatively, is there a way of seeing GL budget info in the Purchase Order screen directly? ThanksKevin
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
Hi All,Using the lot/serial attribute customization from GitHub:I have a scenario where on Production Orders and the Move transaction, the attributes are filled in for the lot. However, it does not carry back over to the Item Lot/Serial #Info. Does anyone have a solution or ran into something similar? Thanks!
We have a business event which sends a notification to the Purchase Order Approver.We want the owner of the PO to be notified also. Which screen field should be used so that the PO owners email can be copied in the CC field on the email template? Regards
Hello,We use Pick, Pack, and Ship in our warehouse to process packages which ship via UPS.Recently we noticed the declared value on these packages is $0.0.Where does the system look for the value? (It would make sense for it to default from the MSRP field in the stock item.)I cannot find a setting/documentation that helps; Can’t imagine that the system expects it to be entered manually every time. Thanks for your help.
Situation: sales order was changed to Credit Hold status when the SO was taken off hold. A user clicked the REMOVE CREDIT HOLD button and the order is now open.It appears there is no way to put that SO back on credit hold. If the order is put back on regular HOLD and then taken off hold. It does not go back through the credit checks, it just opens the SO.Is this how it’s supposed to function?How do I get the order back on credit hold?Thank you!
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