Distribution

Hi everyone, how come in the actual Sales Order we can put the status to WO Pending when removed from Hold but it doesn’t seem to show in any filters or parameters?  

On the Request form RQ301000, we would like to limit the number of characters in the RQRequestLine description field.  The default limit is 256.  Is there a relatively simple way to limit to 100 characters?

Is there a way to do an excel upload of the exact SKU list of inventory IDs we wish to have counted? (that do not share the same ABC code, class, or otherwise – Just a literal list of which ids we wish to have counted)I have read around and seen articles on importing the sheets of the inventory count totals, how to set up inventory counts by code or class or warehouse – However, this is about uploading the actual list of requested specific SKUs to count. 

I am receiving the error below when I try to process a refund from Shopify into Acumatica:SalesOrder.Details[0].WarehouseID: 'Warehouse' cannot be empty.Inserting  'Sales Order Line' record raised at least one error. Please review the errors.

Im trying to think of a creative way to get around an issue we currently have, we’re implementing having sales order confirmations as we load a customers order, but a range of products that we make show up on Back Order.To take a step back, its mainly things we have to either make or decant. For example, 5L of alcohol. We store it in 1000lt tanks, decant as needed. This is a specific for a lot of stains for pathology use. Internally we send a copy of this to the warehouse or lab to be made, then kit assembly to build the item > create shipment ready for a picking slip.There could be a delay here though, sometimes a few hours, sometimes a day or two.Very rarely do they actually goto back order by the time the sales order is invoiced. Majority of the items where it would happen are critical to the order the customer is placing, I don’t want them thinking there is a delay with these products. But I don’t want to confuse all customers with a disclaimer in the body of the email sending t

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It’s possible that this is something fixed in later versions (we’re 23R1 currently).  When I’m in Payments and Applications, and I add a new line and select the Invoice type, I can then begin typing in an invoice number and it’ll search as I type.If I choose another type (I’ve tried Credit Memos and Overdue Charges), and begin typing in the reference number for one of those, the search as I type results come back as “No Results Found”.  I can click the magnifying glass and look up from there, or if I know the full number, I can type it in and hit tab and the details fill in.This isn’t a huge problem, but we’re trying to figure out why our lockbox module (from Crestwood) will never auto match overdue charge invoices, and we’re wondering if it may be that Crestwood is doing the same type of lookup (since the module just creates payment records).

This is our 3 months on this system so still a lot to learn. We're using internal approval workflows in Acumatica. My question is: is it possible to modify specific document attributes after an initial level of approval has been granted without triggering the entire approval process again?For instance, if a Project quote is approved by a manager, can we update the attributes without requiring re-approval by the manager or subsequent approvers?Additional Information:Acumatica version Acumatica 2023 R2 Build 23.211.0017 Looking at Project quotes attributes and updating the yellow highlighted fields.   Hope my question is making sense and that someone can be able to assist me.

I am not sure about configuration of Inventory, and it is Modern Kitchen and had organized categories as below:  Prep Tools & Essentials: Chef's Knife, Small Knife, Bread Knife……., Cutting Board, Cutting Board (Premium)….. Cookware & Bakeware: Stainless Steel Skillet, Stainless Steel Skillet (Premium), Sauté Pan, Small Saucepan….. Cooking Tools & Kitchen Utensils: Spatula, Stirring Spoon, Slotted Spoon, Tongs…….. Appliances: Immersion Blender, Immersion Blender (Premium), Kitchen Scale……. Other Kitchen Essentials: Food Storage Containers, Food Storage Containers (Premium), Aluminum Foil, Parchment PaperHow should I set up about posting, Item Class, Chart of Account, Define Availability Calculation Rules, Inventory, Sales, PO? Do we set up depend on organized categories or each Item of product?Thanks so much for your help and support 

Dear Connections, I'm creating requisition with the item code "RR-01010" and an ordered quantity of 100. While doing vendor bidding, I select two suppliers, each with a quantity of 50. Finally, the purchase order is created. I can see that two POs have been generated. However, the problem was that the vendor price not taking on that PO.  Each vendor I set the different price.  While creating the direct PO, the vendor price was accurately taken but not from the requisition. Please advise on this query. Thanks Ram 

How do we Override email for Customer statements? When I select Recipients→ Override Recipients, the account default email still appeasrts in the Recipients section. In the image below, we only want the Statement to be sent to the Contact email and not the Billing email. The Billing email will not delete or allow us to overwrite it.   

I had 3 error messages, and it cannot create invoice as below:1.The sales order line has no active link to a line of a purchase order.2.Lines with zero-unit cost and lines that are marked for dropship are not included in the calculation of margin for sales orders.3.Order SO 000077.Thanks so much for your help and sharing.

 I encountered an issue where the tax amount is getting removed from the document total whenever I select a check as the prepayment method.

Hello,This has happend to us twice in the past two months and need to figure out a resolution.   We have a shipment that has been confirmed and our shipping team realizes they need to make a change, they click the “Correct Shipment” and receive the following Error message as shown below:  We are unable to correct the shipment and are now “stuck” and unable to fix the issue.    I have been unable to put my finger on any commanality between the two shipments this has happend to,  and I don’t see anything unique with this shipment that makes it stand out from other shipments we have been able to correct without error.

Has anyone encountered this issue in 2024 R2? I have a sales order marked for production, and after completing the associated production order and moving the inventory into stock, Acumatica doesn’t pull that specific inventory when creating the shipment. Instead, it pulls inventory using FIFO or location priority, ignoring the production order inventory.Example:Sales Order 123 has one line marked for production, with the Production Order linked - XYZ. Production Order XYZ is completed, and the inventory is moved into stock to location ABC (via the Move Transaction on the Production Order). When creating the shipment, Acumatica pulls inventory from another location, even though the sales order’s line details so the associated move.I don’t recall seeing this issue in 2024 R1. Has anyone else experienced this?

We often have multiple Vendors for an Inventory Item. The Stock Item / Vendors tab allows different Purchase UOM to be designated per Vendor however, these only apply to “the stock item in released AP bills”. “The UOM specified in this column is not copied to the UOM column on the Details tab of the Purchase Orders.”Does anyone have a solution to the problem of ensuring the correct UOM for a specific Vendor is set on the Purchase Order? For example.Vendor A only sells an item as a CASE or 4 EACHVendor B only sells the same item as an EACHVendor C only sells the same item as a BOTTLE, which is the same an an EACH.All vendors want the order to be in their specific UOM. If not shipping and / or billing errors occur.The item is purchased from Vendor A 90% of the time we set the Purchase Unit as CASE. However when a po for Vendor B or C is entered this auto sets the UOM to a CASE. The only way Acumatica seems to provide for this scenario is manually switching the UOM. However knowing which

Hi All. I want to customize the Kit screen to include a barcode reader. Upon scanning the UPC code, the corresponding item should be identified, similar to how it matches the inventory ID. What steps should I include in this process? I am new to working with barcodes, and your guidance would be greatly appreciated Thanks

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I don't know why when I had confirmed create Shipment but it had error. 

Please kindly help me and how can I fix this process? I can't use Create Receipt and create shipment 

It seems that Acumatica allows that a Cross-Reference Bar Code be used across more than 1 Inventory Id code. So how can we ensure that the barcode is a unique identifier of a particular Inventory Item?

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 line does, which is not what we want.We have tried editing various settings, but cannot get new orders to behave as we’d like.It seems as if when the original Sales Order was created there was item/setup data recorded that makes the Shipment behave in a certain way for the existing item.But when you add a new it