Distribution

Inventory, Orders Management, Warehouse Operations

  • 913 Topics
  • 3,447 Replies

913 Topics

N
Jr Varsity II
NAWRESJr Varsity II
asked in Distribution

LOGO on MAC

 Hello People of Acumatica :)  I have a problem when printing an invoice on a MAC PC, the logo won’t show up. Below is the screenshot of the field in report designer  

6
idrusm52
Jr Varsity II
1 year ago
A
AChurba
asked in Distribution

Notification Template - Invoice.Note

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.

1
Gabriel Michaud
Captain I
1 year ago
D
Jr Varsity III
dougmcbride79Jr Varsity III
asked in Distribution

How can a substitute employee see "Tasks" of an absent employee?

We are starting to implement the “Task” feature in Acumatica.  Our sales team is beginning to set and use the “Task” feature in Acumatica for follow-up sales calls.  When the primary salesperson is out sick, how can a substitute employees see the primary salesperson’s tasks and fill-in and perform the tasks for the sick employee? 

2
D
Jr Varsity III
1 year ago
R
Captain II
ray20Captain II
asked in Distribution

Add Pop-up note when Sales Order is below a certain order total.

Hello,    The Acumatica pop-up note feature is awesome. Like we put the note on a customer, if the customer is used on some documents, the note would pop up to the users.          I am wondering is there a way I can use this kind of pop-up note when the order is met some conditions, like below a certain order total to notify the user?

4
M
Jr Varsity II
1 year ago
R
Captain II
ray20Captain II
asked in Distribution

How to ONLY log the user that clicked the "release from hold" button.

Hello,      I know acumatica having “audit trail” feature. But using this feature would make the database increasing rapidly.       Now what I am need is to ONLY record the users who clicked the “release from hold” button on so screen.      I’ve looked at the audit management screen, it looks like I can not set only to track the button clicking, I might can track by order status change.    Is there a way to monitor the buttion clicking ONLY? 

3
Naveen Boga
Captain II
1 year ago
R
Captain II
ray20Captain II
asked in Distribution

Can I skip the document Hold step when using approval workflow?

Hello,     I like the approval workflow feature. However, if we enable require approval on Sales order, it would effect on order creation from default Open to Default On hold.like we have 100 customers, only 5 customers are in need of approval for certain order amount. But now , all orders are will first become on hold, which the operation does not want.     They want the order still be open by default.      I know we can set “release from hold” on schedule, but they reject this idea. Is there a way to use approval workflow and at the same time get order in Open status by default?    

2
R
Captain II
1 year ago
J
Freshman I
jvinski71Freshman I
asked in Distribution

Creating a PO from the Create Purchase Order screen (PO505000)

When creating a PO from the Create Purchase Order screen (PO505000), if there is an error in the process it creates POs for the items that were Okay. Is there a way to make the process Break on error instead? This will cause confusion.

1
M
Jr Varsity II
1 year ago
stacy16
Jr Varsity III
stacy16Jr Varsity III
asked in Distribution

Error when trying to print invoices in Invoices and Memos Processes

This issue popped up over night.. i have made no new customizations and have not edited the form at all. There has been no changes at all. Was working fine yesterday but not today. Here is the error i am getting:Error: An error occurred during processing of the field UsrSelectedTerminal: Unable to cast object of type 'System.Int32' to type 'System.String'..Anyone have any ideas what is causing this and how to fix it?Any help is appreciated. Thank you!

1
M
Jr Varsity II
1 year ago
stacy16
Jr Varsity III
stacy16Jr Varsity III
asked in Distribution

Average cost not pulling for multiple part numbers

Was working on price increases and looking at margin and I am showing quite a few parts in our inventory that are not showing an average cost. Does anyone know why? and how do I make sure it still calculates? Any help would be greatly appreciated! Thank you!

5
stacy16
Jr Varsity III
1 year ago
R
Captain II
ray20Captain II
asked in Distribution

How to round the qty when do automatically Replenishment?

Hello,      I love the replenishment  feature. But we always purchase whole cases from vendor, while sometimes the auto created PO by “Create Purchase Order” screen are in decimal cases, like 2.34, 1.34,11.88 cases, which is not proper to send to vendor directly?       Is there a way I can round up the figure in Replenishment process?         It looks like I can find a solution in below        But is customization the only way to solve the issue?

4
R
Captain II
1 year ago
M
Freshman II
michellec11Freshman II
asked in Distribution

Keeping track of defective product

Can anyone assist me on a technique to keep track of defective product within Acumatica? We  have customers who send us in debits due to defective product. We would like to figure out how to keep track of these particular items to compare at end of year.

1
J
Freshman II
1 year ago
N
Freshman III
Nick Savage-MadyFreshman III
asked in Distribution

Landed Costs - Non Stock-Kits

Is there a way to get Non-Stock Kits to be accepted for Landed Costs?The system allows for you to Purchase Receipt Non-Stock Items, however it won’t let you add the Receipt lines to the Landed Cost document. Our client both buys and transfers Non-Stock Kits. This is for ease of use for Transfers and a necessity for the Purchasing as they split everything when it comes in just in case.

3
N
Freshman III
1 year ago
wfilipiak67
Captain I
wfilipiak67Captain I
asked in Distribution

Side Panel in Sales Order Entry, SO301000

Hi,I was wondering if there is a way to add the Stock Items Screen, IN202500, as a Side Panel to the Sales Order Screen, SO301000, so that Items can be more easily added.  Via a customization Package, I know I can add the Primary List, IN2025PL, as Side Panel to the Order Entry Screen but then the Plus sign needs to be clicked to add items.When I try to use the IN202500, the side panel opens but I have to click the Plus sign since the Inventory ID is greyed out & I get the message about changes being lost & Items cannot be entered There is no switch to entry mode.   Thanks! 

1
J
Acumatica Moderator
1 year ago
M
Freshman I
mdubin66Freshman I
asked in Distribution

Order Entry - Create Payment

When you enter a sales order with SO or IN order type, click save, then on the payments tab click on create payment and enter the info, everything works correctly.  If you enter a sales order for a future date and try to create a payment, we get the following error     “Error: An error occurred during processing of the field Order Nbr. value AR008512        AR Error: The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.”  This also occurs on our 2020R2 demo version.  Any ideas?

1
Naveen Boga
Captain II
1 year ago
L
Semi-Pro II
larrylySemi-Pro II
asked in Distribution

How to change location on SPLIT line in a shipment

Hello everyone,I have a big order that need to pick item from different location. In shipment it shows a total quantity with SPLIT location line. In pick list it shows every locations that worker need to pick item. The problem is for some reason the location B300-09B is empty. Worker picked item from another location. How do I change the location for this case?  

0
L
Semi-Pro II
1 year ago
R
rodelsimangan
asked in Distribution

Cannot Add Sales Order with Payment thru REST API " The order cannot be applied, the specified combination of the order type and order number cannot be found in the system."

I’m sending a Sales Order with Pre-Authorized Payment thru REST API in Acumatica. This works perfect in my local Acumatica instance. However, I can’t get it worked when switching to Acumatica.com and I’m getting this error “The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.”. It works well when I remove the payment details. { "BillToAddress": { "AddressLine1": { "value": "3153 Doctors Drive" }, "AddressLine2": { "value": "" }, "City": { "value": "Los Angeles" }, "Country": { "value": "US" }, "PostalCode": { "value": "90017" }, "State": { "value": "CA" }, "custom": {} }, "BillToAddressOverride": { "value": false }, "BillToContact": { "Attention": { "value": "Mr." }, "BusinessName": { "value": "Gregory Luton" }, "Email": { "value": "gluton@hotmeal.com" }, "Phone1": { "value": "(310) 341-3975" }, "

0
R
1 year ago
G
Jr Varsity II
gpineda64Jr Varsity II
asked in Distribution

How can I print Shipment Confirmation form SO642000 automatically upon status changing to Confirmed?

The user is confirming the shipments automatically upon the write-back after shipping in StarShip and they would like the Shipment Confirmation to print at that point.I need to print the Shipment Confirmation form (via Device Hub if needed) when the Shipment status changes to Confirmed.Thanks

6
G
Jr Varsity II
1 year ago
Jp89
Varsity I
Jp89
asked in Distribution

Inventory Purchase Price History

After setting the Payables Price Settings to fixed for "0" months, I can still only see the last vendor purchase price that was used to purchase from a Vendor. On the Inventory Stock Item - again I can only see the last Inventory price that was processed by the system. Since by implication the preferences indicate that the vendor purchase prices are retained, please advise where the list of those retained prices are for dealing with a vendor (It cannot be in the stock transaction history, as that does not relate to the Vendor)?

0
Jp89
Varsity I
1 year ago
T
Freshman I
trenton78Freshman I
asked in Distribution

Create Purchase Orders - No Stock

Is there a way to change settings in the Purchasing module to have any stock item that is at a negative quantity (i.e.outstanding sales order for the stock item that is not in stock or only partially in stock) to populate on the Create Purchase Orders screen? In essence, automating the “Mark for PO” check box on the sales order forms.

0
T
Freshman I
1 year ago
S
Varsity I
schneur96Varsity I
asked in Distribution

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.

1
R
Captain II
1 year ago
M
Freshman II
michellec11Freshman II
asked in Distribution

Changing a quote to a sales order 2021 R1

Can someone assist me on how I change a quote to a sales order in 2021 R1 that will also close the quote?

1
C
Jr Varsity II
1 year ago
K
Freshman I
kavindaj24Freshman I
asked in Distribution

Logging credentials of Purchasing Manager of U100 data set

Can someone let me know the logging credentials of Purchasing Manager of U100 data set? Thank you in Advance

2
K
Freshman I
1 year ago
stacy16
Jr Varsity III
stacy16Jr Varsity III
asked in Distribution

Changing the order of the TABS in the sales order entry screen

Hello everyone!Is there anyway i can change the order of the tabs in the sales order screen?We are wanting to move the “ADDRESSES” tab to be in between the “SHIPPING” tab and “DISCOUNTS” tab.  When i look in the customization screen, it appears that the order in the screen editor is correct but it does not display in ACM that way?Any ideas?Thanks! :)

9
Naveen Boga
Captain II
1 year ago
M
Freshman II
MalgorzataFreshman II
asked in Distribution

Automated Regular(fex. Monthly etc) Sales Orders

Hello AllI would like to ask if it is possible to set Sales Orders to be generated automatically fex. every month (same Customer, same Item, same q'ty etx).For non-stock item I would do it using Customer Contract. But I have no idea how to set it for Stock items.Is it at all possible out-of-the-box?I would be grateful for any tips.Thank you.

0
M
Freshman II
1 year ago
S
Varsity I
schneur96Varsity I
asked in Distribution

Acumatica App Logging off when Connected to Charger with Honeywell Mobile Hardware

We use Honeywell mobile hardware with the Acumatica app with the distribution module. Our delivery drivers experience an issue where the app logs out from their users when connecting to the charger. This issue happens on all the Honeywell hardware styles we use.  After testing with their provisioner application and changing Android daydream settings, we reached out to Honeywell, and here is the information. There is a power state change unique to Honeywell devices; we need to make sure we are implementing the Honeywell SDK's for android.The problem exists in the coding; the hardware will report a battery change when taken out of the dock, in which case some apps will log out when they sense a battery change, which needs to be ignored in the coding. Honeywell units have technically three potential power sources: AC power/ Super Capacitor and standard battery discharge. The device is smart enough to manage it automatically but treats all power conditions as a battery change. Does anyone

2
C
Freshman I
1 year ago

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