Distribution

Hello Community. I am looking for someone (Subject matter expert) that can help hand hold our purchasing and operations department whilst we implement the DRP within Acumatica. Is there anyone out there that charges by the hour to help two of our staff members set up all the purchasing forecasts and business events to automate what is possible and make the stock management as efficient as possible. This will have to include training on using a dashboard to manage the overview and to have a daily and weekly summary to send to the directors for their insight.In the near future we are seriously also considering integrating with a 3PL company for storage and we will need assistance with integration with their system via API’s.any recommendations, guidance or contacts appreciated.

I am sure this is a basic question, but I need to add some steps when releasing from Risk Hold.I copied my Release From Hold commands and changed it to ReleaseFromRiskHold.  Visual Studio Acuminator message:  The signature of a method with the PXOverride attribute must match the override method.I went into the Customization Project Code to have the system create the extension code for me.  I did not find ReleaseFromRiskHold as an option.   Code:public delegate IEnumerable ReleaseFromRiskHoldDelegate(PXAdapter adapter);[PXOverride()]public IEnumerable ReleaseFromRiskHold(PXAdapter adapter, ReleaseFromRiskHoldDelegate BaseMethod){    // my code here    return BaseMethod.Invoke(adapter);}Thank-you.

besides the customers screen , sales order screen (shipping tab and also line detail) and shipment screen (line detail) , where else the shipping rule is defined?

Is there a way to print a vendor bill or a cash purchase with all line item details for that matter? We pay our subcontractors but they don’t submit an invoice to us, so they need to be able to see what line items we paid out for on each check that we print. It seems like the check only shows the bill # or bill description with some report modification. 

There are times an invoice is created accidentally and we need to reverse it but, for customers with Credit card terms, if we try to reverse an invoice, we get the error in the screenshot attached stating the customer does not have a braintree method set up. We do not want to refund the customer, just to reverse the invoice. This customer in the example screenshot pays with cc but he does not store his cc when he places orders, so we cannot set up a braintree profile for him. In these situations, how do we reverse an invoice for a customer with credit card (BPP) terms without having a braintree profile set up?  

Can we set up Acumatica to only allow the printing of a Shipment Confirmation once the Confirm Shipment button has been pressed, and not before?

Hello, We are running into an issue where, when we manually update the Alternate ID on a SO line item, this change is not always saved by the system. This can happen even if the alternate ID is blank. However, this error is not easily reproduced and seems to happen at random. Any ideas on what could be causing this behavior?   Thanks!

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?