Inventory, Orders Management, Warehouse Operations
- 707 Topics
- 2,515 Replies
When upgrading to 2021 R2 we lost the ability to send a PO to multiple email addresses of the same vendor. The email addresses are set up with a ; and a space between them, but it fails to send it to the second email. In 2019 R2 it did work. The notification template has ((Document.VendorLocationID.DefContactID.EMail)) as the “to” email address.
I was wondering if anyone has access to the business logic behind this button :-) as not all PO’s are displayed.I’m guessing, but need confirmation - it’s only PO's that have not yet been receipted, and I’m also guessing that there is some date logic behind it? Like the date of the PO cannot be earlier than the date of the SO maybe? The help file on this does not explain these rules and it would be helpful for it to be added there too!
Our VAR, Cloud 9, sent a training video to us on Approval Maps. The training video showed many built-in Approval Map templates we can use. When I looked in our Acumatica 2021 R2 I do not see the Approval Map templates. Am I missing something? Or are the templates only in newer releases of Acumatica?
After avoiding eye contact with the matter for the last 19 months, we finally decided to start utilizing the UOM functionality in Acumatica. It has been about as easy as teaching a goldfish to speak Spanish.We chose the first item - a product which ships in Master Cases of (12) twelve displays. Each Display contains (20) Pieces.We have multiple companies set up in Acumatica. The main company is a wholesale operation, the others are a chain of retail stores.When the wholesale operation BUYS the product in question, we buy it in Master Cases. When the wholesale operation SELLS the product in question, we sell it in Displays. When the retail operations BUY the product in question, they buy it in Displays. When the retail operations SELL the product, they sell it in Piece.We have been able to get the Default Order UOM and Default Sales UOM set up, but we just discovered that when we place this item on a Sales Order and then create a corresponding Shipment/Pick List, the Sales Order correct
How about, if a customer or supplier is placed in credit retention or retained status, it does not appear in the modules, for example customers, it does not appear to register orders, does anyone know if there is a solution to avoid this situation?
We are shipping via UPS and FedEx directly out of Acumatica. Any time a customer email address is entered in the Ship-To address, our shipments generate and email a PDF Shipment Notification with the Customer’s PO Reference, PO Lines Shipped and Tracking information. Addtionally, and sporadically, our customers are receiving a generic UPS-branded email stating, “You have a package coming,” with the Scheduled Delivery Date, our Company name as “From” and the tracking number. These notices are redundant and do not contain much useful information.Does anyone have any experience with this, and, to the point, know how to turn them off? Thus far I cannot determine a pattern to the emails. Without causality it is difficult to determine where I could shut these off.
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
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’m trying to make a GI that will show a customer’s balance owing. However, I cannot find what table to use. I tried PX.Objects.AR.ARBalances, but found that some of the values were incorrect.I tried PX.Objects.AR.CustomerMaint+CustomerBalanceSummary since it is what’s displayed on the customer page, but it seems that this table is not longer used.Would appreciate any help with this!
Hello Everyone,I’m wanting to allocate items to a production order but 99% of our inventory is lot controlled. It looks like this feature isn’t currently available for lot-tracked items, do we have any idea when this feature will become available or if there is a way to allocate lot tracked items to production orders?
In Document details tab of Sales Order screen, we are displaying the images of the item, and using java script we are able to set the height of the image also.(https://stackoverflow.com/questions/50416118/acumatica-set-grid-row-height-because-of-images)Right now we didn’t have any pagination, because of the below issue we are facing.If set the pagination and if we have 20 line items, we could able to see 5 item in gird by default but when go to fifth record and click on down arrow the cursor is showing us the 6th line item which is hiding below somehow, i think technically it should take us to the next page, which is happening correctly in other girds in which we doesn’t show any images.
Hi, We need to enter Bidding response partially. Example :Requisition Line Value =1500Enter Bidding Response for 300.Complete bidding and create PO for 300 Items. PO has been created with two lines. one for 300 and other for 1200. Need to create PO with 300, no need to mention 1200 qty. At the Movement our PR has been Released and there is no option to enter rest 1200 bidding response. Attached the Test Scenario with screens. RegardsNethupul
Prepayment/Payment Applied to Sales Order and Customer's Terms includes a % discount when they pay within the terms, the Cash Discount does not get applied to the Invoice
HelloI ran into an issue that the Cash Discount does not automatically apply to an SO Invoice nor to AR Invoice if a prepayment or payment is applied to Sales Orders. We don’t have an issue with customer’s terms and cash discounts when applying a payment “on time”- Cash Discount is calculated and applied, AR Invoice is closed, everything OK there. Example # 1- non issue:I can either start a new Payment and Application transaction or pay from Invoice itself. Payment from client is taking the discount, it falls within the days where they get a discount. Acumatica comes up in Cash Discount Taken column calculating the amount correctly. I release payment, it closes AR Invoice. we are done. Example #2- ISSUEIn this case I have a Sales Order that I have applied a prepayment for the amount minus 2% discount to the order. The Customer’s terms is 2% Discount Prepay- which means if they prepay, they will get 2% discount at time of invoicing.Customer has a $6000.00 prepaymentSales Order for $15
My client wants a option to be able to reprint or resend more than one PO at a time from Print/Email Purchase Orders screen (PO503000) the same way it’s done in SO or AR Module with Show All button. This screen does not have a Show all or check marks showing the action performed, it only shows PO that have not been printed for some odd reason. Is there a workaround for this? Thank you.W
Looking for a report or GI that would show available inventory for components of a kit. I can’t seem to locate anything like that but it sounds familiar. Am I missing something or does this not exist? Original question from client: I want a report that shows my available inventory on hand for all the components in a kit, all on one report.
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)?
I have a customer who has been anxiously waiting for the ability to complete a 2-step transfer on the mobile app. I see now that you can actually select Transfer Receipt as on option under Purchase Receipts:However, all I seem to be able to do is create the record. I can’t find anywhere to enter the Transfer Order to receive. Help?Thanks!
I am trying to figure out how to have multiple purchase receipts againt a single PO. For example, if a vendor shipped the PO in staggered shipments, and we want to have multiple receipts against that PO.Can someone post on how this is done? I see that the Purchase Receipt gets linked back to the PO in the “PO History” tab. But I can’t see how to add an additional Purchase Receipt once a single receipt has been entered...
Hello,I have added text to various places on stock items and none of them seem to print on POs.I’ve checked preferences for settings and did not find anything.Do I have to modify the PO report to include things like notes or description from the description tab?I want to make sure I am just not missing something before I start modifying the PO form.Thanks!
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