Distribution

Where in the access rights by user list will I find the option to disable certain user roles from being able to release sales orders and invoices from credit hold?

In sales order I have the freight cost but freight cost is 0 in both shipment and AR Invoice.   

Hello,I wanted to add a custom column in SO3030PL that any invoice due date smaller than today’s date plus 5 days and the status of the invoice is “Open,” then it should say Past Due, otherwise it should say “Current.” Here is my IF statement that is working normally without considering the invoice status:=IIf([ARInvoice.DueDate] + Day( 5) < Today(), 'Past Due','Current') I just need help on how to add the invoice status to the statement. Also, I could not name the column. 

I have a sales order which has partial shipments.  My understanding is that If something in the order has shipped but not everything in the order has shipped, it should be in backorder status.So in this case the SO should show as ‘Back Order’, instead SO shows status as ‘Open’.   

We often have purchases orders which will have multiple shipments going to many different addresses (warehouse, jobsite, hotel, contractors), depending on the current situation. We don’t know where each item will be shipped when we set up the PO, and I don’t see any functionality to handle this though the ship to address anyway. My team’s request is to have a field on the line item to note where product will be shipped (not full address), and also a field for the tracking information. I searched and did not see anything that dealt with this particular issue. It seems like the only option is to add two individual text fields to the PO detail line that can be extracted for reporting and research.I don’t believe the line note function will be adequate as each would have to be opened individual when you are in the PO. Has anyone else had to deal with this and come up with a solution? 

Hello,During the purchase receipt process we sometimes update the prices because during the time of PO and Receiving prices can fluctuate a little.  Is it possible to maintain the new updated prices for future orders after updating the prices. Thanks!

Hello,Is there any way to not include the PO open order quantity in the available quantity on sales order ? For example, we have 2.28 CS of this item on hand, but the system shows 6.28 CS available because it included 4 CSs from open purchase orders that have not been received yet.  

Is anyone currently using Big Commerce B2B version successfully? I would love to meet and discuss if so. We are experiencing a lot of issues with the Business accounts and contact synchronization and I am curious if others are as well, or if you found solutions that are successfully working for you.Would love to connect! 

We have several business units, setup as branches, which share numerous customers and vendors in common.  We are looking for a way to control which customer and vendor discounts are applied based upon the branch of the order. For example, Branch A is extending a 25% discount to Customer A; Branch B is extending a 20% discount to Customer X.I understand that Acumatica uses a 2-factor matching strategy and our current customer discount setup is ‘Customer and Item Price Class’.  Does anyone have a manageable method that might help extend differentiation to include Branch?  We have hundreds of discounts and 7 branches (currently) that we would need to manage.TIA!Eric

We have merged 3 companies together in one instance for the same stock item list and range. Our historical data had incorrect costs in the system and incorrect UOMs and conversion factors. this has all been changed now and the reports going forward are going to be better. Is it possible to correct the historical data to get better sales and margin analysis. we are sorted going forward but we have minimum of 4 months of bad data that the costs and margin need sorting on.

Hey there, I have a clunky process that I’d love to get thoughts on how best to improve: Shipment confirmation emails for some of our order types.I’ve always been confused by Acumatica’s out-of-the-box “Email Shipment” Action on the Process Shipments screen. There are some major defects to it:When rows are processed, they don’t drop off the queue. So you cannot schedule this screen, at the risk that the same email could be sent more than once (which is a bad customer experience). Rows drop off this screen once the shipments get invoiced. So if they get invoiced prior to getting emailed, we’ve lost our window to email those out. Can the email template associated with this process action capture all the necessary fields that we want to include in our email? Tracking numbers, tracking URLs, etc. I honestly don’t know.So I guess Business Events come to the rescue...except:They are notoriously frustrating to get working properly. They may just choose not to work and you don’t know why, lol.

Does anyone know how to print SOs with the status of shipping or backordered? ACU seems to lock it down when the SO is in these two statuses. 

We set up an “Approval” process for Purchase Orders, But after we set up a purchase order approval in Acumatica 2024 R1, everyone can still print and send the purchase orders even if the assigned approver has not approved the purchase order.  This seems wrong.  Our VAR has told us the solution is not take away the rights to print or send the Puchase Order from the our purchasing person.  The issue is then the purchasing person who creates our Purchase Orders cannot send Purchase Orders to the Vendor after the Purchase Order is approved.  THis seems wrong. We think the Acumatica purchase order approval process is broken or not set up correctly  Any advice or suggestions would be greatly appreciated. 

Company currency is USD, I have created a sales price list by mentioning customer and their currency ExampleSales Price WorksheetItem A - EUR - 10 After I have released the price list, system still picks the default price (USD) from stock item instead of customer price defined in Euro in Sales Price. Will Acumatica support different currency in Sales price other than base currency ?

IN Error: Due to inventory item allocations, the available-for-shipping quantity of the Inventory ID lot/serial number of the Inventory ID item will become negative. Reduce the allocated quantity by 1.00 EA before releasing the adjustment. For details, see the Allocations Affected by Inventory Adjustments report. I get the above error for doing an inventory adjustments after cycle count.

The situation is there are inventory Status and processes that need to run Monday-Friday several times per day and between 7am and 7pm. They do not need to run overnight or on weekends, Other than setting up weekly schedules for each time and activity (roughly 160 to go that route) is there a way to have the daily controlled like the weekly for days of the week. Has anyone tackled this  ?

Hello,When I go to shop for rates, I am receiving this error -Autopackaging for UPS resulted in zero packages. Please check your settings. Make sure that boxes used for packing are configured for a carrier.CarrierRequest.Packages must contain at least one package. I have autopackaging turned off in the features, and I have created a package on the shipment. All ship vias have the packages. What could be causing this?

hello all,I have recently imported vendors of multiple branches and i am now looking that the employees of Branch A should only have access to vendors of vendor Class A. I tried to setup the restrict visibility to = Branch A but still the employee is able to see all the vendor records, even if that employee only has access to branch A. Any suggestions on this? or shall I setup restriction groups?

We converted 500 items from Non-Stock to Stock without any issue. However, one item is throwing the following error: SO Prepared. How do I know where to go to fix? The error is so vague.  

Is it possible to set the default on the Copy Order action dialogue box to be unchecked? Thanks in advance,Laura

Our Customer want to reverse inventory that has not been invoiced, however the shipment returned.We can reverse the Inventory by placing return orders in Acumatica.Create a Return type of orderStock Item is Lot tracked item.On the Sales Order, the option to add Invoice Details exist. On this screen it only give an option to add Lot Inventory items that has been issues with InvoiceThe customer has not been invoiced. On Shipment the Update IN action complete (It post the Inventory GL transaction)To return the Lot Nbr Item it will help to get the correct lot number from the Sales Order.This does not seem to be possible as I cannot link the Return order to the Sales OrderWhat do I miss? Is there another method to return Lot number stock that has not been invoices, but the Stock movement  GL is complete?From the Return Type order we proceed to the Shipment type as a Receipt.Create Receipt for this order (From Actions)It will create shipment type as a “Receipt” and then click on Update IN (I

Hello, Is there a way to not allow the system to allow us to over pick an order? If an SO line is 10 items, then no more than 10 can be scanned / picked  etc. We currently use the Fusion WMS and have been seeing this as an issue periodically.  Has anyone experienced this or if there is a setting that controls this?

Is there a setting I need to look at?  Or is it that the system wouldn’t allow to ship anything prior to the schedule Shipment date unless I adjust it to the current ship date?Thank you

When an Assembly is Disassembled, are the Component Parts returned to Inventory?I ask because I don’t see a certain component part back in inventory after completing a Disassembly.