Distribution

We have an order on our system that was created 23/02/24. It had 1 line item, with a qty of 1 required. Today (07/03/24) I added another line for the same item, with a qty of 1.When I then Create Shipment, the original item populates the Shipped Qty with 0, but the new item populates the Shipped Qty with 1.The behaviour we want is as per the original item - i.e. the Shipped Qty should remain 0 until we actually pick/ship the item.We’ve noticed that the Location shows <SPLIT> for the original item and FG000000 for the new item - not sure if this is related?Note: we have only edited the original order to demonstrate the different behavior, our new orders behave as the added li

Hello Community, Has anyone ever created a report parameter that sets the format on the printed report?For example, I have a small and large label. I created a parameter for “small” and “large”. I added an visibility expression to the report to print a different format based on the parameter selected by the user either “small” or “large”. Does anyone have any experience in this? See label size field. Trying to get that selection to format my report (ie printing a smaller or bigger label). Thanks 

Hello.  Is there a way to not allow or warn, when entering a sales order, that stock is low or will go negative. This would mainly apply when we want to discontinue an item, and then only sell the qty on hand remaining. Once it is below 0, no more would be allowed to be entered.  If more qty is entered for more than we have, then it would error out the SO.  Thoughts from anyone how they have handled this?

Hello Community,Was getting a bit confused between the flow for Sales Prices (AR202000) & Sales Price Worksheets (AR202010) screen. How shall a user start with the same? Is it first from Worksheet to Sales Price or Adding a price line, creating a worksheet from the Sales Prices form and then releasing it in Worksheet screen,Kindly guide me out in the same.Thanks.

Is there a way within the system to do selective cleanup of field level audit data, or perhaps a community or marketplace customization?  Our old system had a function to choose a table and a timeframe, and it would delete all audit records for that table older than the timeframe specified.Field level audit has been a life saver (mainly to show users who made mistakes, rather than people blaming the system), and we have it turned on in a lot of key areas, but I need to start cleaning up the data before audit takes up every last bit of disk space we have.

Attempting to create a Shipment from Sales Order.  I receive an error due to a former employee record being inactive.   I cannot find anywhere on the Sales Order or Customer Account where the former employee record has any connection?    Actual error recieved:  Inserting ‘Shipment’ Record raised at least one error. Please review the errors The status of employee Mikes is ‘inactive’?  This employee record has been inactive for over a year and has never caused this error prior.  I don’t know where else to look for the possible connection in Acumatica?

When we started working on WMS processes (we only use Pick/Pack/Ship currently) a year and a half ago, there were some differences between how the mobile app version of that screen functioned compared to the web page.  The key one that pushed us towards using the web page was, at the time, even if you short shipped a line on the mobile app, the shipment line was marked as fully shipped (the web version of P/P/S would update the shipment to the shipped quantity).Also, our VAR felt that the web interface was better, and since we were leaning towards tablets with separate scanners, we went with Web.We’re investigating different hardware, and most integrated devices have portrait screens and the mobile app would work much better with them.  I’m curious if other customers using the various WMS functions (we plan to start using others in the very near future) are using the mobile app or the web interface, and if you are using the mobile app, are there any differences or issu

AR641000SO643000Both are printing the same doc but very slight differences. Why not just one Invoice screen instead of two ?

Reading the various entries with similar issues, this seems to be related to restriction groups.  However, my specific scenario is for Receivables > Invoices and Memos -- Credit Memos only. Same customer, same branch, etc. I can open the invoice.  Can open Invoices for other customers, but not Credit Memos.  Any ideas?  

Hello,I am wondering if there are any recommended handheld computers that work with the Acumatica WMS app. I came across an article detailing the barcode scanning devices supported by Acumatica’s WMS, but the article is from four years ago, and we are now using Acumatica version 2024 R1.Article: https://community.acumatica.com/how%2Dtos%2Dand%2Dfaqs%2D240/warehouse%2Dmanagement%2Dfaqs%2Dscanners%2D462We have the Honeywell CT60 (link) that we purchased three years ago for our previous ERP system and recently used for an inventory count in Acumatica. However, we encountered issues with the number pad, an

I am trying to troubleshoot an issue with the way the sales details panel displays:In my screen below, I can clearly see a yellow icon and the quantity in red for items we will not be able to fulfill: But not all my users can see it. I thought it was a security setting but even after I gave the other user the same roles I have, they still cannot see it.I thought it was a resolution problem but again, no luckAnyone knows how to make this warning show?

Hi All,I am setting up inventory counts by movement classes. When I use the Add button to add a range of locations, it adds all locations in the range irrespective of whether the location is set as active or not. Is there a way to specify that only active locations are included in the count?Regards,Abbas

I want to create an Automation Schedules for Process Order. Now the “End Date” field is default to today’s date. Is it possible to change it to one week before, for example =today()-7?  

i cant found the transfer in receipts screen although it Released and appear in report Good in transit 

Hello,Our company just bought a carwash, and I am working on setting up the transactions.  What are the best ways to handle the sales tax and the credit card fees.  We are a construction company and not as familiar with these types of sales for best practices.  We don’t currently use sales orders for our day to day. We get credit card deposits each day.  They are all round numbers and include the sales tax and credit card fees.  I want to track the total time based off dollar amounts.  Cash is one price, credit card is another price.  I was going to set up two non-stock items, one for cash, one for credit card.  Each unit is $1, take sales tax out and its $0.92625.  set the item up as taxable and it works.  But we have to be out 5+ decimal points to make it all work, and/or we are a few pennies off on each transaction. For the credit card fees we take that off when we apply the payment to the invoice.   Thanks for your help.

Good dayIs it possible from the report designer to print three copies of the invoice with “sub-text” as follows:1- Customer Copy2.Picking Copy3.Accounts Copy 

Getting an Error at the time of releasing the inventory receipt document.Error Code is like “caused cost to quantity imbalance”

HI I am trying to add new vendor record.  I get the ...Error: Another process has added the 'Vendor' record. Please try again. How do I correct this error.  I am also trying to import new vendors

We don’t know in advance if a shipping address is business or residential.  We select the Fedex Ground Service and then a residential charge gets tacked on our Fedex invoice after the fact.  This leads to undercharging the customer for shipping.

Not sure if I’m missing something but there isn’t a field to add freight on transfer sales orders as you can see in the screen shot below. I also checked the order type settings to make sure calculate freight is checked. 

I’m having a weird issue, and was wondering if I am missing something basic.  I am trying to create a PO from a SO with the Drop Ship type.  I’ve gotten it to work for a Stock Item that is set an a manufacturing part number that does not have any on hand inventory.  But when I try the same steps on a SO for a Stock Item that has On Hand Inventory, nothing populates when I click on Create Purchase Order.  Is having stock on hand causing it to not function as expected?

Once we create a purchase receipt and release it, the only way I find to “back it out” is via a return. Is there a way to delete a purchase receipt or is doing a return the only way? Thank you in advance!

We recently set up Acumatica “Approvals” for Purchase Orders.  We are struggling with being overwhelmed with “re-approval” requests.  Here is an example.  We create Purchase Order X.  We approve the Purchase Order. Then the supplier notifies us the Purchase Order will be shipped a week later than promised. When we update the Purchase Order to the new date we have to “re-approve” it.  And the same re-approval request happens if we change the price of an item by any amount, delete an item the supplier says is not available, replace an item for a non-available item, etc.  Is there a way not to have to re-approve Purchase Orders for small, immaterial changes? 

Hello all,How can I integrate multiple rates between Stamps.com & Acumatica? Regards,Harshita.