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Having a bit of confusion trying to understand the credit flow and how to map some of our current processes to it.  The Acumatica Documentation seems to be oriented to credits only occurring Post Invoice and my confusion is how to handle situations where the invoice is not yet in place.  For exampleCustomer places order on our website.  Full capture occurs at the time of order. Order is injected into Acumatica with payment / transaction details attached. Shipment is created from the order and sent to the warehouse. Customer calls in “Oh, I forgot to apply my promo code.  Give me 10% off”Assuming the transaction has already settled, how do I give them their discount and how does this get reflected on the order so that, if they return an item on the order, they get the correct refund? Tangentially, if I’m at the Sales Invoice, there doesn’t appear to be anyway to create a Return / RMA from that screen.  Is there a better workflow than creating a new SO of the appropriate type, choosing t

Hi, Has anyone configured the Multi level Discounts in Acumatica using Discount Codes?I was able to achieve the followingItem Level Discounts Sub Total 1 - By defining a Discount Code - Type = Group  Sub Total 2 - By defining a Discount Code - Type = Document Sub Total 3 - Not able to By defining a Discount Code - Type = Document / Group as it is taking the same Sub total of level 1 or 2.How can we achieve this?Any Idea will help Thanks,

We have users who are entering inventory adjustments for the same Inventory ID and the costing is FIFO, and with each line, you must choose a receipt. When there are hundreds of line items, it’s time consuming for users to enter each line individually. I am looking to see if anyone has a better solution or faster way. They can upload the file but if they don’t know the receipt number, they still have to manually search for it. Here is an example: 

How to get Token expiry And renew the token 

HI All,The Screen Sales Order always shows <SPLIT> on the Lot/ Serial Number Column.There is any way that we can show the content instead of <SPLIT>?Thank you,Yên Chi

Hi All,After we issue an Invoice, there are some cases we have to cancel the Invoice & SO, or adjust the price, we create RM & RC from SO Screen for current. But there are no identification signs on the Original SO that show the Original SO is canceled.It seems we can not know which SO is canceled and which one is processed successfully.Do you have any idea about this?Thank you so much,Yên Chi

Currently, when we print, email or export our Sales Invoices, they only show the original Total. How can we have our Sales Invoices show the Outstanding Balance? 

I have a client currently who does Vendor Pricing and they need to update sometimes over 100,000 records. I know this isn’t feasible with the Price Worksheets as they have a limitation. I am looking to see what others have done to get around the limitation in Acumatica. Obviously using the Vendor Prices is not ideal because it would take too long to update.  Thank you!

Hey all, looking for any sort of advice on this issue! On the Inventory Transaction History Screen (IN405000) after entering the Inventory ID my results have one line that is out of order by date.  Sort Ascending works to get the lines in the correct order but I am curios if there is a way to have it Sort Ascending by default. Another thing worth noting is that whenever the Include Unreleased checkbox in the summary area is select it also fixes the sorting issue, thanks!  

Hi:Is there a list of data import templates, that import all data (all detail tab data)  for entities (vendors, vendor items, customers, ...)?This must exist since so many people import data. I was surprised that the data provider doesn’t have a template for importing stock items. Hopefully the Acumatica Support group can provide this. Please provide them in this community portal. ThanksToon SixASix@inteltech.com

Hi,I have some items which the supplier part number is more than 30 characters.Our current setting is to put it under attribute, the issue with this it is not searchable when issuing Purchase Order.So I want to move it to cross reference, then it comes this question, the limitation of cross reference length can be extended ? 

Acumatica Cloud ERP 2021 R2how to in screen process shipment to give a flag if the shipment has been updated in (true / false), when action to prepare invoices di screen process shipment?so we can filter data for action prepare invoices only “false” or not yet upadate in 

Our specific scenario is:1. We place a Purchase Order and transmit it to our partner via EDI2. Our partner ships the product.3. Partner sends us an Invoice via EDI.4. The Invoice is entered as an AP Bill against the PO.5. We receive the inventory.We don't want to pay the bill in step 4 until we get the inventory in step 5.  We also don't want to prevent the bill from being entered because that basically eliminates the benefits of EDI. (nor do we want to put business logic in the EDI layer to not import the AP Bill) So, is there a way to configure the system such that the only items that can be paid on an AP Bill linked to a PO are those items that have been matched to a PO Receipt?

When we try to confirm a shipment on the Shipments screen after a few seconds of processing we get an error saying this file already exists.  This is on a system we are preparing to go live with and have recently restored a snapshot (Settings and Business Accounts) which cleared out all the previous SOs and Shipments etc. I suspect a file is still present from testing previously but don’t know what file or where or even how to start to find out where or what it is. This seems to be only happening with Ship Via that are UPS based.Does anyone have any idea how to troubleshoot?Thanks,Trace:Phil

I am trying to figure out how to look at the landed costs for a stock item.We can see the Inventory value but we cannot see ‘how’ these values were determined.I’m looking for a query or report that would list an item’s cost history, it’s receipts, whether or not the cost came from the purchase, whether or not the cost came from a landed-cost entry, etc.  Can anyone point me in a direction or give the the DAC’s that might be involved in creating a Generic Inquiry so that we could get at that level of data?Thank you,Mike

Hello,Sometimes it is found that material already issued to a production order is not good.It needs to be moved out of WIP and off of the production order into an inspection warehouse or location.It needs to be inspected at this point to determine if it will be returned to vendor, credit requested, or it can somehow be used.What transaction will allow us to to return this specific material into inventory, not to the original location but to a new inspection warehouse or location?If it is found to be defective, how do we return it to the vendor since the original PO receipt is complete?Thanks!

Hi,Have noticed that when it comes to shipping our manufactured items, the Shipment document will split one shipped item ID into multiple lines, which corresponds to one for each quantity we produced under Move/Labor under Manufacturing.I presume this is because an allocation is created for each Move/Labor document, as opposed to the gross produced quantity as a whole.Needless to say, this can get rather messy when shipping, if for example we manufacture 1 units per day for 60 days. When we ship the 60 units, we end up with a long Shipment document of 60 lines of the identical item with 1 qty each and a puzzled freight carrier.Is there any way of consolidating the Shipment document to present this as one shipment line based solely on the Inventory ID?Thanks in advance!

Hello, We’ve been using Acumatica WMS for about two years now. We were initially excited about the picking functionality—using a smartphone via the Acumatica app, or a handheld scanner—but it has not lived up to our expectations. I’m curious if anyone is having success? Here are our pain points: In order to pick via the handheld, you also need a printed picking worksheet to know where to go and what to pick. Using the Review screen during the pick is inefficient to look back-and-forth between. I wish the picking screen would tell you more about where to go, what SKUs and quantities to pick, rather than leaving you “blind” to that information.  It is therefore much easier for our team to just use the printed picking worksheet to pick orders. Using the handheld takes much longer.  As far as I know there’s no way to simply mark a picking worksheet as “picked” in Acumatica. You have to actually scan everything (which takes forever). Therefore our team just deletes the picking worksheet aft

We work with hundreds of vendors, some with whom we can drop-ship and some we cannot.  Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?

In Purchase Order Create Time Approve and reject action perform through Rest ApiI can’t Find action To perform approve purchase Order 

We are trying to wave and batch pick thousands of shipments per day. The system will not allow us to print the labels until the shipments are confirmed, so we have a business event running that will autoconfirm the shipments after they have been picked. This allows the picker to print the labels and packing slips directly after they have picked. The issue is the confirmation takes 30-45 seconds or more per shipment. so if we are batch picking 25 orders with the same product on them, it takes 10 minutes until the labels can be printed. There has to be something we are missing here - confirming a single shipment manually only takes a couple of seconds. We are using out of the box Stamps.com integration.  

I’d like to use the “Create Sales Order” action in an Import Scenario on drop-ship purchase orders. Here’s the process flow I’m trying to make work:Create drop-ship PO, enter PO line(s), save the PO Use Business Event to trigger an Import Scenario based on newly inserted record Import Scenario accesses the newly created PO record and does a “<Action: Remove Hold> (ReleaseFromHold)” step. This is working. Import Scenario performs “<Action: Create Sales Order> (CreateSalesOrder)” step, fills in Sales Order Type of “SO”, and selects OK to close dialog box, create the Sales Order, and enter the SO Type/number/line into the associated reference fields on the drop ship PO line. This is NOT working. ***I need help w this step.*** Import Scenario puts the PO back on hold using “<Action: Hold> (PutOnHold)”. This is working (when I inactivate the mapping lines related to #2 above). Import Scenario checks the box for “SO Linked” -- I cannot find an Action for this.  I only se

Is it possible on a per shipment basis using the standard Fedex plugin to specify that signature is or is not required. We know how to setup the Carrier so that the Service dictates whether signature is required or it is ALWAYS required or not required but it would be nice to dynamically specify that per shipment or per customer. Additionally, Big Commerce supports the ability to specify special shipping instructions, these do not currently integrate to Acumatica and there is also no location to even manually enter those so that they would be included on the shipment. Sending special delivery instructions would be a great feature. 

Setup some stock skus to use related items (set the item class to NOT allow Negatives) and tried to assemble a kit that one of the components was at a qty 0, and had allow for substitutions but I’m not sure where I pick the substitution item to add to the Kit assemble BOM.  Is there something I’m missing in the process?   How do I process the substitution?  

Hi  Can you help me how to fix this issue. I want to create a Sales Order but I have a problem, when I’m doing SO I found out that I have no Inventory Balance but when I checked the items are there. What should I do? This is the Sales Order (Inventory ID - 00002647) This is the Inventory Balance I’ve already checked in Recalculate Inventory (IN505000) but it nothing happen  Thanks