Distribution

Hi all,We have a situation where so not want to discount based on customer specific pricing.We currently have a customer specific pricing based on Inventory as belowwhen we are raising sales order it is double dipping giving discounts on $49.72 which we don't want.If we remove the customer special pricing then then it picks $918 and gives 93.50 which is correct in other cases but just not when it comes to specific pricing for customer.Is there a way to avoid double dipping, not applying discounts when it is customer special pricing?  

In our system, we utilize sales price breaks (1, 10, 14, 28, 42), we are getting rid of an old price break (56). How can we get rid of that price break when updating pricing using the sales price worksheet or another method? Prefer not manually as we have 3,000 SKUs to update for pricing.Thank you.

We have some purchase receipts that have been entered and released incorrectly. I see that the best way to handle is a return, but by doing so, they sit Open unless we move forward and create a erroneous Bill and Debit adjustment. Is there a way to pair just the receipt and the return without effecting AP?  I also would like to suggest a way for an administrator to correct a receipt/bill - if it is in the same financial period and unpaid - even if that has to be administrator access. Being new to acumatica, it seems odd that some of these transactions cannot be edited easily.

Is there a way to correct a Purchase receipt when it has been released? What if there was a typo, how can we adjust the quantities received?

Is there an existing integration to AutoCrib and Acumatica? 

We have a GI-based Import Scenario to change the sales account on the sales order lines that says it’s completing, but is not actually making the change. I have tried changing different things (looking for line number rather than inventory id & vice versa, or selecting/deselecting commit on different fields), and cannot get the change to actually happen. What am I missing here?  

We recently did a major re-organization with our inventory in our warehouse.  We physically and electronically transferred thousands of parts to new bin locations.  We changed the default bin location along with processing 1-step transfers to the new bin location.  Everything is good here.What we’ve noticed though, is when we create Physical Counts on our inventory, the system pulls the “old” bin location into the count even though there isn’t a quantity in that bin location, nor is it set up as default location.  This causes a lot of extra data entry because users have to enter a count of zero in these bin locations.  Is there a way to eliminate these unnecessary bin locations from being listed on the count?  It’s seems like Acumatica is listing these old bin locations because there was a quantity stored there previously.  Thanks 

We have encountered an issue we can’t seem to find the root cause of. SO has a Prepayment on it. Invoice is generated from ScreenId=SO3010PL (we attached to SO items to it there). Shipment is Auto Generated (Since we started from Invoice screen). Go back to the SO - it is closed but the prepayment doesn’t apply to the invoice 

Setting up Process Orders screen with the goal of creating shipments 2 days prior to the request/ship date if the item is available. How do I set up the automation schedule for this scenario:Today is June 15th.SO00001 has a Request Date of June 17th.On June 15th, the shipment should get created automatically with a Shipment Date of June 17th. However, there are also scenarios where the item that is shipping is not available until the shipment date of June 17th. In these cases, the automation should run as soon as the item is available and should retain the shipment date/request date of June 17th. Current set up below: In this set up, it only works in the first example above. Today is June 15th, item is available, and the request date is 2 days from now.However, in the case this item was completed in production on June 17th, I would want the shipment to be created for June 17th. But with this automation schedule, it would create the shipment for June 19th instead. How can I create an au

Has anyone had success using an Amazon ASN as a cross reference number on the Stock Item?

I want to be able to create a side Panel on the Vendor Form,  In the side panel i want to view the vendor Inventory.Display this as a side panel on the above. But when i go into the customization, and try to add the vendor Inventory in the destination this view is not available in the list.What do i need to do to have the Vendor Inventory as a Side Panel on the Vendor Form?    

We are currently in the process of upgrading our Acumatica instance from 22.120.0019 to 23.109.0023.During the testing of our API integration, we have noticed that we are no longer able to push through a Sales Order that has a negative value in the Unit Price field, and we are presented with the following error: Incorrect value. The value to be entered must be greater than or equal to 0. I tried to capture a SO manually, to check if the same issue exists, and indeed it does:If I attempt to save the SO, it changes the value to 0.00 Question:Is this ability now completely removed, or is there a configuration setting relating to this that I can change to allow the negative value?PS. I searched through the release notes for 22R2 & 23R1, but I couldn’t find something specific to this.

Does anyone know how to get a report of line-item purchase history including item description?

I’m getting a “The given key was not present in the dictionary.” when trying pack one specific item. There is only one UOM on that item, so that’s not the issue. 

Hello,when i create a shipment, which is not assigned to a specific purchase order, i can upload my serial numbers with the help of the import option.This option is missing when i create the shipment in a purchase order. Is there a possibiliy to activate this option?If there is no option avaiable, what would be another easy alternative to import my serial numbers?Thanks in advance.

Does anyone know how to set up credit terms that have milestones but do not adhere to any timeline? For example, we are entering a new Sales Order with the following terms:25% Down Payment 50% Upon Preliminary Design Approval 25% Prior to ShippingI had tried setting up the terms with multiple installments but these milestones do not necessarily have a set timeframe between them. For instance, the time between the down payment upon receiving the customer purchase order and the preliminary design approval can range from 2 weeks to 8 weeks depending on how complex the job is or what the customer is asking for. Same with the timeline between design approval and prior to shipping out the equipment. Wondering if anyone who works in a manufacturing business has experienced something similar and found a workaround for something like this or if there are any possible solutions. We use the Sales Order module for our jobs and do not have the Project Management module implemented. Thank you! 

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.

We just started using Acumatica at the end of last year. We are running into a problem with allocating product. A couple different issues. We have been going back and forth on how to resolve it with no help. This is one example, I have 10 boxes of Product A. I then put 10 boxes of Product A in an order to be shipped next week. All good for now. However, if someone else puts an order for 10 boxes of Product A that ships out today the system will ship those boxes. The first order for next week did not allocate those boxes. This is constantly happening, and it is really frustrating our customers. I need the system to prevent this from happening for one reason. Let’s say I take a call for someone else’s customer. I will enter that into the system. The system should know if it needs to go to backorder. I can’t be putting it on a sticky note to hand to the sales rep. It needs to be entered into the system.Our previous system would lock those available boxes into an order and if you created a

Hi,Is there any possible way to cancel a quotation automatically by given date ? Thanks,Dulanjana

How can I put a warehouse ID by default during the transfer? I setting the profile and I put the warehouse default and this appear when I scan but when I gonna do the transfer with the pc the space of warehouse ID appear empty. 

Maybe I'm missing it, but would like the ability to have sales order invoices sales post to an acct and/or sub specified on the project.  In this situation, customer location may get serviced by different company locations (subaccounts) and would like the revenue to be credited to these locations/subaccounts.  I know in Posting Class Acumatica added options to pull acct/sub from Project but this is not available in Sales Order Types. Thoughts anyone?

if I have a large shipment, can we partially pull it, confirm out what was pulled, then resume pulling?sometimes we get shipments that are 100+ lines, takes multiple carts/pallets to pull and sometimes multiple days.  it would be helpful, if once the order cart was full, we could confirm out that portion, and then resume pulling. similar, if the order puller calls out the following day without finishing their shipment, I would like to confirm what they pulled and assign the remaining lines to someone else.currently are work around, is requiring orders to be limited to 30 lines. this causes more work when we are wanting to automate replenishment orders. someone has to manually go into the order and separate it into multiple orders.

How can, I prepare a GI showing Item, Qty Sold, Qty on Hand, and days of stock in Acumatica ERP

Client has a Physical Inventory Type with Generation Method = By Inventory, and Select Method = List Of Items. When the PI is in Data Entering Status, they are not able to count new Items that were not in the original List of Items due to warning “Combination of selected Inventory Item and Warehouse Location is not allowed for this Physical Count.”Is there a way to count new Items or is this is how this PI Type is supposed to work?Thanks

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?