Distribution

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?

Hi, I have a report generated from the report generator. How do I add this new report to the Inventory menu group? Thanks,

We want to integrate the maps with Acumatica to display the order coordinates based on shipping addresses. Our goal is to sequence the orders according to the shortest route and visually represent them with numbered stops on the map. We would appreciate any insights on how to achieve this efficiently.

when creating a Purchase Order from a Sales Order, if the same item appears multiple times in the Sales Order, it gets consolidated into a single line in the PO with the total quantity.We need to retain the multiple lines in the PO exactly as they appear in the Sales Order rather than consolidating them. Is there a way to configure the system to maintain the original line structure when generating the PO?Looking forward to your guidance on this.

I’m curious to learn how other clients are using the system to communicate the freight amount to the Receiving department.  Here is the use case:The Purchasing team creates a PO and sends to the vendor.  The goods on the PO will ship via Collect with one of our own freight carriers, so the supply vendor will not invoice us the freight.  The purchasing team knows the amount of freight for this order.  We’re trying to figure out how to communicate the freight amount within the system so that when our Receiving department receives the order, they know how much to process the Landed Cost transaction for.  Currently, we’re listing a non-stock FREIGHT item on the PO so that it transfers to the Receipt document.  However, this causes issues to the Accounting team because it creates a receipt accrual for the non-stock FREIGHT item for a vendor that will not be billing us the freight.  Thanks for any feedback you can provide!Shawn

We are running 2023R2.  We setup Inventory Item Access restriction so that certain stock and non-stock items are restricted to certain users (mainly along branch lines).  While the users can only see the items they are allowed on the main Inventory Stock/Non-Stock items GI screen, it appears that they see ALL items when they are trying to pick items in Project Quotes (Estimation tab) or Project Cost Budget (and perhaps in other areas).  Does any one know if this is a known issues or is there something we are not doing right?  Thanks in advance for your help.

Is this possible ?There is a sales order from the customer and the client want to automatically create a requisition which they can then use to manage bidding and raise a PO ? ThanksJames 

How can I fix the issue where a 2-step transfer purchase receipt document still shows the quantity in the "Transfer" stage even after the purchase receipt has been released?I checked the transfer document, and it shows the receipt quantity as zero, while the transfer quantity still has a value. The document is released.In the backend, the INItemPlan table has an entry for the lot/serial number(s) with PlanType 42.Additionally, the INTransitLine table contains an entry pointing to the transfer document related to the purchase receipt.I attempted to fix the issue by deleting the records from INItemPlan and INTransitLine tables and running "Recalculate Inventory," but this did not resolve the problem.How can I properly fix this issue?

We have occasional orders coming in from our eCommerce platform with addresses using foreign characters and erroring in Acumatica.  Is there a way to allow additional alphabet characters to be added to the allowed characters in Acumatica?

We upgraded to 2024R2 and we have 2 issues that need help to resolve:When we email quotes or SO it defaults to the account email and not the contact in the SO form? this is new in 2024R2 for us We have a message that pops up in the SO or invoices in the description field when saved or copied, the message is “keep”, can this be removed or what is the purpose?