Inventory, Orders Management, Warehouse Operations
- 1,036 Topics
- 4,010 Replies
how to change name of inquiry in my UI
I have marked Inventory / Inquiries / Inventory Summary for inclusion in my favorites, but on my favorites page I would like it to say Item Allocation instead of Inventory Summary. I don’t want it to change for the other users.It seems like a good solution would be to copy this to a new GI with a new name, but I don’t know how to do that. I have admin rights. I see screen ID CST.IN.40.10.00 but I don’t see a way to edit or copy that. I can’t find this screen under Generic Inquiries. I’ve read here that it needs to be done with a Customization but is there a simple way to do that?Thanks.
Custom logic data in table screen
Hi experts,In the Sales Prices screen column Price Type only show Price Type = Customer. Now I want show Price Type = All. I have two solution:Customize attribute PriceType Update logic Select data when init screenCan you guide for me or sent me relating topic. Thank for your help.
Scanning in the mobile app
Is there a way to change the scan flow in the mobile app for distribution?For example, Pick, Pack and Ship, the flow is Scan the Shipment number, then Scan the location and then scan the Item. Also, does anyone know how you can see on the mobile app what the qty to pick is without hitting the review button?
How to segment Lot Numbers?
I have a client who sells seeds and they need to have the Lot Number be segmented to show the Lot Number and the Seed Count. It would be something like N1234-1225, however those numbers are not dates or years and are never incremental. I know I can segment it, but all the options are non customizable. Does anyone have an idea on how I could make those user enterable without the system choosing the next number? I would prefer to not customize the screen though.
Federal Express Saturday delivery
Is there a way to submit a shipment method request to Fedex for Saturday delivery? I do not see a shipment method in our instance of Acuamtica that has that service listed as an option. I contacted a Fedex technical employee and he provided the following information, but I don’t know if this is something I can add in, if it needs to be a product enhancement, or if it’s already in there somewhere. Web services handles Saturday Delivery for Express shipments under the special services section. Please keep in mind you also have to select the appropriate shipment date and service to go with Saturday delivery. (Ex. FedEx 2 day will ship on a Thursday and be able to have Saturday Special service. If you select Standard Overnight on a Monday with a special service of Saturday it will fail because Standard overnight sent on a Monday would be delivered on a Tuesday.) Here is the transaction section for the special service. The first and last lines is not needed for the special service bu
Release Invoir: Error Message: another process has added to InRegsiter
Hello Guys; Hope you’re doing Well I have a problem when releasing one invoice:I get the error message “another process has added to InRegsiter”I’ve cheked the Issues List and there is nothing with the the shipping Number of the Invoice Any ideas ? Thank you :)
How to create a Business event emails for sales order generated from the customer web portal?
I have been working on a business event that triggers an email once a customer creates order from the web portal and falling short. The trigger has not worked if the portal users generate the order. If I change the business event to trigger on record change and then do any modification changes from the ERP side, it works from the portal sales orders. The New field value is set to createdByScreenID and Screen ID = SP700001. Could this be related to the customer's user's account types and users' permissions? Your support is appreciated.
Entering New Stock Items to Multiple Warehouses
Hi Folks! We have a client who would like to simplify the creation of new Stock Items in a Multi-warehouse environment. Other than using GI’s as a data provider and running imports, does anyone have any tools/utilities to automatically establish item warehouse details using some default settings for newly created stock items? I’ve not gotten into the workflow designer as of yet to see if there’s anything there that could assist, but if you all have some tips or tools to assist, please reply.
Can we have a "Document status validation" function? causing some document got incorrect status by unknown reason.
Hello, After upgrading to 2020R2, build 203, we are suffering shipment status issue now and then.like below: Poorly, today we encounter another status issue on Sales order screen.1 Sales order says “shipping” status but no related shipment can be found. Why and how did this issue happen is unknown. Maybe it is a rare case. However, anytime, if this kind of issue happens, what can the user do ? The user has to wait the techical staff to fix in Database. In Acumatica we are already having “balance validation” and “inventory validation” functions. So can we also have a “status validation” function, then system can in some way correct some incorrect status documents.
What's the difference/purpose "Include in Qty. Available" and "Sales Allowed" for Warehouse Locations
We’re finally starting to get a handle on Availability and Alloctions...I think We have a DEMO location with items we do not want included for normal Sales operations, but do occasionally ship to customers or distributors. Unchecking the “Include in Qty. Available” is a necessity since we do not want these items to be considered as available for normal Sales Orders. However, with “Sales Allowed” still checked, we can add the items from that location to a Sales Order, but we cannot create a Shipment. The documentation says this:Include in Qty. Available A check box that you select if the quantities of goods available at this location will be included in the quantities of available goods and used in shipments and transfers. Sales Allowed A check box that you select if only issues (direct inventory issues as well as the issues generated from sales orders) are allowed for the location. You clear the check box if no inventory transactions are allowed for this location, except for i
Acumatica mobile app doesn't have serial number input line
Hi guys,I want to tracking serial number for some high value item. I enabled Lot and Serial Tracking feature. I created a Serial class and used on an item. Than I tried to follow below manual to test it but there is no separate line let me scan serial number. Does any know what’s going on with this?https://help-2020r2.acumatica.com/(W(5))/Help?ScreenId=ShowWiki&pageid=8a849d2b-0a55-467f-b537-28bc6e192de3
Can I ask for some enhancements on “Intercompany sales” ?
Hello, In 2020r2, we’ve had a new feature called “intercompany sales”.https://help-2020r2.acumatica.com/Wiki/(W(2))/ShowWiki.aspx?pageid=e4827607-362f-40fb-b466-303c414ee980 According to the guide, it says it can deal with “sold goods” scenario. Unfortunately, according to my understanding, it is not. Both AR invoice and AP bill has nothing to do with Inventory. For real intercompany goods sold, the inventory of company A which pretends to be the vendor should have qty deduction, while the company B which to be the customer should have qty increasing. And in most cases, we do real shipment. We ship goods from company A to company B. Company A do real shipment, company B do real receiving. The new feature did not take this into consideration. So in short, can we request for a full feature of “intercompany sales”, which we can extend the PO to a SO?
Hi,On this marketplace page for EasyPost: https://www.acumatica.com/acumatica-marketplace/easypost-shipping-integration/There is an image with the PX.EasyPostCarrier.EasyPost Plug-In. I was wondering if this is available somewhere. I did reach out to EasyPost support and the support person was not familiar with integration. https://cdn.acumatica.com/content/plugins/ac-marketplace/uploads/EASYPOST/ISV-Solutions-796-1Manage-ISV-Solutions-for-ISV727-1ScreenShot1.PNGIs that available for testing in 2020 R1?Thank you
Why @reportID in Purchase Receipt Automation steps is different than other screens
Hello, Take invoice screen in automation steps for exampleIf I want to add a new report button, I can use fill with values, and set the value to whatever screenID as I wish. However, when I come to purchase receipt screen. I can NOT add a new report as I wish. Why is not? How can I solve it? How can I add a new report print functions on purchase receipt screen. Thank you in advance.
SO - PO linking and PO Receipt problems
Hello!I wanted to outline an issue we’re having with Availability calculations and how to account for high volume SOs that require future stock for fulfillment. Hopefully other companies have experienced this problem and may have some good ideas.Let’s say we have 1,000 units of SKU X on hand and available in our domestic warehouse. We also have 20,000 units of SKU X on PO at one of our vendors. We don’t currently include Qty on PO in our availability calculation because it can take 60+ days to ship POs and 30+ days of transit time.A big wholesale customer places an SO for 5,000 units of SKU X, with the plan to have this fulfilled sometime in the future after the 20,000 units arrive. Right now, this type of situation drops our Qty Available down to -4,000 and it’s confusing to other sales reps whether there is any inventory to sell. Indeed, there is actually 1,000 units still available to sell.Ideas we’ve thought of:Linking this SO line to the pre-existing PO line. This resolves the Qty
2020 R1 - Purchase Receipts Total
Just updated to 2020 R1 from 2018 R1. There used to be a amount total displayed in the Purchase receipts form, Screen ID: PO3020PL. Seems to be missing. Anyway to get this back? I checked in Preferences and didn't see anything pertaining to it.Would this be easy through a screen customization?I did see this idea but no other Community topics on it.https://community.acumatica.com/ideas/purchase-receipt-shall-display-total-amount-on-2019r1-2401
Changing Price / Cost Decimal Places Negative Impacts
Our customer has started to use discounts extensively and originally we setup 6 decimal Price / Cost because it allowed us to match to the current price structure which is specific for almost each customer. We have learned that this causes rounding issues when unit of measure conversions are introduced. We have an opportunity when publishing the new price sheet to clean up some of this rounding by changing to a 2 decimal Price / Cost setting in Company miscellaneous settings. In our testing this appears to correct many rounding issues. Has anyone seen negative impacts in the transactions by reducing the number of decimals? All input is appreaciated.
Sales Order printout audit
I think it’s best if on the printout of Sales Order, we indicate which user printed it and when it was printed. Other option is to indicate this action on the Audit History of the form. I think this will be helpful if ever there’s any discrepancy that may appear on the printout, we can easily track who printed it.
Advanced Fulfillment - Ship Via Codes - Use External Shipping Application
Looking for any documentation / help available for how to configure and use the “Use External Shipping Application” functionality on the Ship via Codes with Advanced Fulfillment. What is the workflow and expected behavior of Acumatica and the FedEx Ship Manager and/or UPS WorldShip?
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