Inventory, Orders Management, Warehouse Operations
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Hi! I have a client with this requirement: for POs they need to be able to assign a condition to each line item, for example, new, used, refurbished, etc. This condition then needs to flow down to the purchase receipt so receiving makes sure they receive the item in its proper condition. We’ve already mentioned using line item notes but they don’t like it. I’ve thought about template items but that might be excessive. I’m thinking about item cross references or related items since Acumatica no longer has subitems. But if you have any ideas would be great.
Hi everyone,We’re delighted to announce this Community Mentoring session with @Neil Cantral!Business Events for Order ManagementA brief overview of Acumatica Business Events, how they are used to manage orders in a B2B distribution company, and a Q&A.Neil: I’m a leader in the PNW Acumatica Users Group and the Director of IT for Wilmar LLC, a B2B distributor of automotive tools trading under brands like Performance Tool. My Acumatica journey started in 2016 and I’m always happy to talk and share my experience with the platform. My focus over the years has been rooted in the Distribution module with a lot of experience in inventory allocations, reporting, third-party WMS, and customization.Community Mentoring sessions are approximately 30 minutes and limited to small groups (10-12) of members with one of our power users who is an expert on a topic. If this session is one you feel will help you in your journey with Acumatica, please let us know in the comments below. We’ll be selectin
Hi Can we create purchase order types in the acumatica same as the SO order types?
We have an intercompany vendor that we purchase goods from without any tax impact. The vendor is tax exempt, but when we issue a PO, it is generated with tax. When we generate interco sales order, it is generated without tax. Any idea why the PO would be getting created with tax? The item on the PO is a taxable item as it is taxable to the end customer.
I believe this is a relatively simple question, but I do not want to assume. When using Inventory Planning > Processes > Generate Forecasts, does the calculation include historical data brought in from when Migration Mode was activated?
Is there a way to find out which account scanned which items using a mobile scanner, not an inventory tag? It would be really helpful for auditing if I could track exactly which account scanned what items and I figure it must be somewhere.
Hi Everyone,I am wondering if anyone in the group have tried and succeed in having a conditions set between multiple attributes so only relevant data shows based on what was selected. I see some old article which is referring to product configurator and some rules, however in 2023R1, I don't see these type of rules available to link attributes.Example :Attribute 1 (Brand) = TOYOTA , HONDAAttribute 2 (Model) = Camry, Highlander, GR86, CR-V, Accord, PilotWhen Attribute 1 is chosen by the user as Toyota for the Attribute 2 user should only see relevant model of Toyota and not Honda models.Thanks,Hari
HI All,We are a trading company in construction business. We buy products from oversea supplier, and product is customized to fix with specific project, which means the components of product may not be changed but the qty of component to create a finished product will be changed, and the dimension of finished product will change too.For example, I got an order 1 Movable Wall for Project A, 1 Movable Wall for Project B (because of different project, the finished Movable Wall will be in different size). The information related to 2 Movable Wall is display as below table:Product Component Component QTY Packages QTY Movable Wall Project A Frame 1 2 Wall 1 2 Movable Wall Project B Frame 2 3 Wall 3 5 Power Column 1 1 The issue here is how to set up Inventory ID and manage item correctly.If creating item as Component Level (each component will be 1 item code → total 3 items code for above example). We cant manage the qty of packages in item. Ex
Hi,Looking for your insights into the the following questions around inventory valuation methods.Average Cost Calculation: Is the average cost recalculation triggered only on a purchase? If a purchase is back dated after a sale has already been posted does the system recalculate the cost on that sale to reflect the true average cost? FIFO Cost Calculation If a purchase is back dated after a sale has already been posted does the system recalculate the cost on that sale to reflect the proper FIFO cost? Inventory Adjustments: Under FIFO do all inventory adjustments need to be matched to a prior purchase? Negative Inventory: Average Cost: If inventory sold into a negative position and purchase back dated will system adjust costs to accurate average cost or just use the last cost for sales made? FIFO: If inventory sold into a negative position and purchase back dated will system adjust costs to accurate FIFO cost or just use the last cost for the sales made? Thanks,Hari
I have been using stock item attributes for years. They always show up in the InventoryItem DAC for me to select in a generic inquiry on on a report.However, I’ve just run into a situation where they aren’t in the InventoryItem DAC and I can’t figure out why they are not showing up for this specific customer.I have set up this attribute: And added it to this Item Class: The attribute shows up on the Stock Item and allows me to enter a value: However, when I try to add it as a column on the Stock Items list, the attribute is not a selection in the InventoryItem DAC. It’s also not available to select in any report that uses the InventoryItem DAC. I thought maybe something had changed in the 23R2 release (that’s what this customer is using), but we have other customers on 23R2 and the attributes are behaving as expected in the InventoryItem DAC.Below is the generic inquiry that I’m trying to add the attribute as a column, but it’s not available as a selection: What am I missing?
Client has a 5 page Terms & Conditions for the want to have sent with their PO. It has word-level formatting which would be time consuming to replicate in report designer. I tried adding a PDF version of the T&C’s to the email template but it doesn’t carry over when I send a PO out of the system using that template.Outside of writing the report does anyone have an easier method of attaching a document to a template that isn’t a report?
Hi Everyone,I am unable to binding the data in grid, I don’t know what’s going on . Data view (Graph) [PXFilterable] public SelectFrom<FSEquipment>. InnerJoin<FSSODet>.On<FSSODet.SMequipmentID.IsEqual<FSEquipment.SMequipmentID>>. InnerJoin<FSServiceOrder>.On<FSServiceOrder.refNbr.IsEqual<FSSODet.refNbr>>. Where<FSSODet.refNbr.IsEqual<PYServiceEquipHistory.refNbr.FromCurrent>. And<FSSODet.SMequipmentID.IsEqual<PYServiceEquipHistory.equipmentID.FromCurrent>>>. OrderBy<FSServiceOrder.orderDate.Desc>.View ServiceEquipmentView; Where condition not working here..! Data available in the database When we select the both fields data adding into the grid but it’s not working.Please help me on this issue.ThanksNageswararao.
How can we generate an invoice for recognition transection after runing Recognition it only generates a batch number. If we want an invoice, what do we do?
Wondering if it is possible to create 2 invoices and 2 separate dispatch consignments from the one “open” shipment.Example :Order is generated via online platform then integrated with Acumatica.Warehouse “Opens” order and creates picking slipSome orders may contain “dangerous goods” which will be required to be sent separately with another carrierAs customer has already paid for goods we want to be able to separate and generate the 2 invoices. 1 each to accompany the package.If not, anybody have suggestionsThanks
Hi,Is there a history report or some other way available related to salespersons to check their assignments/Resignments etc.Thanks
Is it possible to select which fields are (and are not) copied when using the standard copy (clipboard) action on Sales Orders?We use UDFs to trigger a few workflows. After our recent upgrade to 23r1, the values in those UDFs are persisting, causing those copied orders and reorders to not fall into the workflow. Thanks!
