Distribution

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, and the Enter key did not function when setting the quantity.I am curious if anyone has tested other handheld computers that work seamlessly with all functions in inventory counting and picking process.

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. Jeremy

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 

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.

Current 1-30 Days 31-60- Days 61-90 Days Over 90 Days Balance 0 0 0 0 100 100 0 0 0 0 100 100

Hello all,As the title says, we are trying to print labels. I have tried from the shipment screen as well as the shipping label screen. It downloads and also gets sent to the Device Hub no problems, and it even says that it gets processed on the device hub, however no label physically comes out. I have linked the ship via codes to the correct report and printer in the SO Preferences screen, and the external carriers is enabled, so I am at a loss at what this could be.Thanks!

Hi All,Hoping I can get a hand with an issue. When changing some settings in the warehouse I accidently said yes to this prompt. Now all of our purchase receipts and transfers are defaulting to the location set at the warehouse level instead of the defaults set at the item level. Does anyone know how to reverse this or fix it?

Is there a way to assign a PI Cycle at the warehouse level, or is it only at the Inventory ID level?We would like to combine ABC Codes (inventory value) and Movement Class (inventory turns) calculations to assign counting classes.  Aside from calculating on our own and populating the ABC codes with an import scenario has anyone else done this?

Hello,could someone explain what is the difference between the sales quote created in screen CR304500 and the sales quote created in screen SO301000? When I should use which screen?

Has anyone had any luck printing a label per package on the Acumatica shipments screen? Looking to print a custom shipping label per package. 

How do we add or remove required fields? For example, in the New Customer record the following are required fields denoted by an asterisk: Customer IDCustomer StatusCustomer Class Account Name CountryAs we only do buisness in the United States, I would like to remove the requirment for this field. Or default it to United States. For Sales Quotes, we would like to make the Expiration Date a required field.  

Is there any way to view Cost Layers for a given inventory item? We are looking into switching to FIFO from AVG and we need a way to be able to view all cost layers for an inventory item.

Client entered a sales order for quantity of 96 with a linked PO to the vendor for 96.  They received 90 in on the PO.  They shipped 90 and invoiced 90.  The SO & PO shows the remainder of 6 as still open.The issue is the shipment SO302000 shows a shipped qty of 90, an ordered qty of 90 and 0 Open quantity.  On reading the help menu, the open quantity should be the true open quantity of 6.When the client did a similar scenario but with NO linked PO, the shipment showed the open quantity amount.I have reviewed both the vendor and customer set up to see if a setting was causing this issue, but cannot find what is driving the open quantity to be 0 on the Shipment.  The client is on 2024 R1 build 24.114.0020.Any help would be greatly appreciated.

We have customers that approve a stock item; however we may have similar item that could be picked when entering in an order. This similar item should not be used as the customer has not approved it. Is there a set up in the system currently on stock items were we can pick the customer that has approved it.Or on the other side in customers is there something in place that we can add the stock items that are approved for that customer.Ideally, I would like to have a table on the customer account were you could add stock items that are approved, date of adding item, with a note field. And then if the customer is added to a sales order and an item is used that is not on this table it couldn’t be used.