Distribution

I have a long list of items listed in this screen but the items have already been received. Is there a way to get the items that have been received to fall off the Generate Intercompany Purchase Receipts list?

We use the latest 23R1 Github Lot/Serial Attributes customization.  The new table name that houses the attributes information is INItemLotSerialInfo.When we create a Production Order with a preassigned serial #, a record is created in the INItemLotSerialInfo table so that attributes can be added to the Inventory ID/Serial # record even before a Production Receipt brings the item into inventory.However, when we update the preassigned serial number (once a VIN is assigned to the vehicle, we update the serial # to the VIN), a new record is not consistently created in the INItemLotSerialInfo table.  This causes us to have to wait until the Production Receipt has been completed to enter the Serial attribute information.Any ideas for the inconsistent behavior and how to make sure a record is always created when a new preassigned serial # is assigned to a Production Order?

We just upgraded to 2023R2 and have issues with the Sales Order screen.When using CREATE SHIPMENT action on the screen, Order Date changes to Requested On date.Anyone also had this issue?  

I have a non-stock item set to Close PO Line: “By Amount”. If I add this item to a Purchase Order manually, the Close PO Line setting carries over to the PO Line correctly.If I use the Create Purchase Orders screen to create a PO with that same non-stock item, the PO Line is created with Close PO Line = “By Quantity”.  The Close PO Line field is not editable on the Purchase Order line and this is impacting our ability to process partial AP Bills correctly against the PO Line.Has anyone else run into this situation?Am I missing something in the configuration?  Inquiry showing the issue for just one of our items set to Close PO Line by Amount 

Hello,I have a purchase order that I cannot get to move from the completed to closed status. This PO has two prepayments tied to it, both of the payments are used in full against a bill that has multiple receipts. The issue seems to stem from the fact that the freight cost line (which is manually added) still has an unbilled balance on it. Our vendor provided a total cost of $8050 for freight ahead of time; however, this freight was received partially several times as multiple shipments came in. This appears to make the PO think there there are still unbilled amounts, and therefore will not move it to the closed status (even though the other receipts contain the balance). I tried to check the closed box on the PO line manually but I am unable to do so. Any ideas on how to handle this? Thanks!

Has anyone performed stock take for item that is allowed negative? I find that the Book Qty doesn’t look right. What do I miss?This what allocation detail says: there is 300 EA on hand and 100 EA shipped hence Book Qty should be 200 EA. The OH quantity is positive but it started from negative: Stock take is initiated and the Book Qty is 1200 EA. Then the following error occurs when trying to complete the stock take.

I have an item I need to return but I don’t have any PO receipts. It had it’s qty set initially with a manual receipt and then the qty was updated with a physical inventory count. As far as Acumatica knows we have never purchased this item. Now I need to return this item to our vendor. Normally I would start with the original PO Receipt and process a return from there. Without that starting point what is my best path forward?

How do I set up approval map by workgroup? I keep getting a message that employee cannot be blank but I need to allow one of 2 employees to approve.

Hi ,Can we set up a minimum order quantity for an stock item which needs to be considered when calculating the quantity to replenish. Example : There is a item which need to be ordered at least 1000 qty for an each order. Otherwise it is not profitable with the high transport cost. Thank you,Dulanjana

Hello all,Is it possible that Acumatica can automatically assign the workgroup based on the owner?  

Hi thereI have created a Payment Statement report for suppliers, having one supplier payment statement per page. So if there are 20 suplliers, there will be 20 pages each with their specific data.We would like these to be sent as a ‘bulk’ emial, but each supplier should only receive their own statement and not the whole report.Is there a way to set this up?Thank you.

Is there a way to change a who the customer is on a sales order after the items have already been received? The field is not greyed out, but when I try to change it I get an error that says: If anyone has a solution to this please let me know.  Or if there is a way to Merge Customers, that would also work. 

Hello,The column name shown in the image above is row 2 in the EXCEL file.  Row 1 is the column headers.  I have copied and pasted values into a new spreadsheet etc. trying to get past this.  Seems to be an EXCEL thing but I cannot find how to get past this.

Is there a way to configure Inventory items to allow or disallow cash discount?For example: I don’t want Cash Discount on Delivery/Packaging.

Situation:There are the following warehouses:Warehouse1 Warehouse2Each warehouses has the following locations:Location1 Location2 Location3The default warehouse in the User Profile is Warehouse1. Thus, when using Scan and Transfer, that warehouse is auto-selected.The transfers are always within the default warehouse.Problem:In Scan and Transfer, when I scan the Source Location (for example, Location1), I get this message:The Location1 location is defined in multiple warehouses.Scan the barcode of the warehouse to which the Location1 location belongs.How do I stop this from happening? I want it to use th

Hi I have a requirement to set up discounts for specific set of items which have the same price class, from one specific warehouse and to some specific customers. In the discount codes I don't see an option for this. Is there any way that I could set up the discount? The example is I have some items in a clearance warehouse, For my best customers sold with an additional discount.  Additional Discount is given only for  some selected Items.Thank you,Dulanjana

We have a stock item with a max quantity of 12, a reorder point of 6 and a safety stock of 2. How does the safety stock come into play. What does it mean to replenishment?

Hi, everyone. I am new to Acumatica and planning to upgrade our company instance from 2022 R2 to 2024 R1. Can anyone please guide me on how to do this? What things do we need to test in the sandbox and what things need to changed in code or anywhere? Any video or document with complete testing and everything would be appreciated. I am on apply updates Screen but Can’t see 2024 R1. Only 2022 versions are there. What should i do in this case?Thanks!

Hi All,Attempting to utilise movement class ID for our current picking bay inventory but it appears Class ID is restricted to 1 x Character ( 0-9 or A-Z )Summary:3 Bays with 4 shelves in each - Total 12Fast movers are located on 2nd shelf ( B ) across the 3 bays ( 4,5 & 6 ) to eliminate reaching or bendingWanting picking slip order to reflect4A, 4B, 4C 4D 5A, 5B, 5C 5D6A, 6B, 6C 6DBays 1,2 and 3 are already allocated Class IDsAny suggestionsThanks 

Hi All,Although the full access (Delete) was granted to the user, the user was unable to use help desk by using “?” icon on the screen and received this error as follows. Could you please let me know that what is the reason and how can I resolve it. Thank you 

How can we run an end of day UPS report in Acumatica without the Shipping Integration package. We currently have a client that just went live and we have UPS integrated into the system and shipping. But we need to also have the end of day report for the driver. I see options with the Shipping Integration package, but they don’t have that. Any information on this would be GREATLY appreciated. Thank you. 

Hello,We have a PO with 4 lines for the same stock item.Each line has a different Requested date.When I print the PO, it consolidates this to 1 line on the printed PO.We do not want this, we want to print the 4 lines to show each requested date.  

Hello,We have finally fixed an error we have encountered with Pacejet when you Updating Shipment with Pacejet Data to get the shipment tracking number to write back to the shipment. Acumatica Level 2 support was able to trouble shoot the issue. I wanted to share the solution with the community.The issue was the length of the Box Description. You are only allowed 30 characters. Tracing the error does not indicate that the description length causes the error.This error was occurring with shipments with multiple line items.I hope this helps other users that have this issue and search for the error message “Updating the 'SOPackageDetail' record failed because data in some field is too

 One or more lines have unassigned Location and/or Lot/Serial NumberIt happen when I don credit memo on  non stock kit 

User had a shipment that was returned to a different warehouse from the original one where it was shipped.  The order was going to be shipped again to the customer (different shipping method), but from another different warehouse. User tried to do a return for replacement (RR) transaction to get the inventory back into inventory and then ship out again from another warehouse.  Same product, same lot number, so a new invoice was not needed.A shipment was created and completed for this RR transaction. Unfortunately the way the user did the transaction was wrong.  Now they need to reverse the the RR Sales Order type they created. What is the process to reverse this? Thank you.