Inventory, Orders Management, Warehouse Operations
- 1,429 Topics
- 5,529 Replies
I added the State field (part of Address DAC) to the Customer lookup GI. It shows fine in the GI view, but not in the Customer lookup inside the Sales Order lookup screen. Does anyone know how to make the State field show up inside the Customer lookup in the Sale Order screen?
I added some columns to the Cusomer lookup GI that you can load within the sales order screen. I would like to make the default width of this popover screen wider to accommodate the additional columns. Does this require a customization project to change the width of the popover window, or can it be done with configuration sans customization? (screenshot redacted with white box)
Is it possible to have different letterhead populate on forms (Sales Order Confirmation, Shipment Confirmation) based on order type? We are acquiring a new brand and would like to avoid having a separate branch but would still like to have the ability to have the branding different based on the order. Is this possible?
Hello Everyone,I have come across this requirement where one of our customer has 4 branches in a company which have different legal requirement than the rest of the branches.I have currently created 4 different site map for these forms to be printed, however I cannot the change the default print setting which only print one Form for all 4 branches. I have tried to change this in Account receivable preferences however this changes it for all rest of the branches. I am unable to find any solution to this. I have considered the possibility of hiding using the visible expression however the forms are already very complex in its nature.Any comment or help would be really appreciated.
We promote stock items to our customers on a weekly and monthly basis. Or we encourage our sales team to focus on certain stock items for a short period of time. How can we track these promoted items to see if we are increasing sales of the promoted items? Does Acumatica have a build in report to track and compare sales of an item to see increases on a short-term basis?
I would like to dynamically change the color (“Connotation”) of the Confirm Shipment action button (Shipment Entry screen) depending on a condition in 21R2.Example use case: If the Package Weight is not within an allowable range of the Shipped Weight, then change the Confirm Shipment action button connotation to "Warning". Otherwise, use “Success”. This color change would provide another visual indicator to my fulfillment staff that a shipment is okay to confirm.I’m currently using the `SOShipment_PackageWeight_FieldUpdated()` event to raise a SetPropertyException, but the warning icon is so small that it’s easily missed. I want to provide more visible feedback to the end-user to help prevent costly packaging errors.In the 21R2 workflow editor, the color appears to be controlled by the “Connotation” selection.It does not appear to be possible to conditionally change the connotation of the Action button using the 21R2 workflow editor. How can it be done using code? Maybe using PXScreenC
Is it possible to change the Lot/Serial class of a stock item if there are open allocated item plans
We would like to implement expiry tracking on some of our product ranges, but we’re currently unable to do so due to the following error.IN Error: Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use. We have made sure to check the type of exception and that it is not related to a similar issue, and can confirm that we’re making use of the ‘When Received’ method: We have made sure that there is no stock on hand for the item, however, there are quite a few allocated item plans against the stock item: We have reviewed a similar know issue, but this solution only makes mention to the following:users can change the lot/serial class for an item if the item is allocated by any of the following item plans (and not allocated by another items plans):PO Prepared SO Prepared PO Order SO Booked SO Back Order Purchase for Sales Order Prepared Drop Ship for Sales Order Prepared Drop Ship for Sales Order Purchase for Sales Order
Does anyone have thoughts on how I might supply inventory balances to the system externally without having to manage inflows (Purchase Receipts) and outflows (selling stock from the warehouse)?As we test transitioning from our old system, we’d like to use the balances from the old system but allow the new system to enforce order limits, etc.I’m guessing this is not a thing, but I’m curious if anyone has any clever tricks to make this work...
Hello everyone, I am playing around with the mobile app with warehouse management. I am trying to use the scan and transfer function to transfer between warehouses but the scan and transfer function seems to only allow transfer between locations in a single warehouse. Is there a way to bypass this? Is there any work-around? Thank you
When a customer decides to pay using a credit card, we charge an additional 2.5%. Is there a way to increase item cost by 2.5% when payment type CC is selected? I see where we can offer cash discounts by days but not an increase by term type. If not, I plan to create a Non-Stock item “Credit Card Fee” where we can calculate the 2.5% manually and add it to the order.
Engage with other Distributors in the Acumatica Community with the new Distribution Show & Tell where Acumatica customers, partners, and Product Management staff share different ways they use Acumatica, sneak peaks into upcoming features, discussions around vertical markets, and trends in the industry. Each meetup will have a topic with individuals prepared to share, time allotted for participation from others who have joined, Q&A with each person who has shared, and polls on various topics to get your feedback. Show & Tell will be informal and interactive, so come ready to share your camera and engage: participate in the discussions or just listen in. The first Distribution Show & Tell topic is SIDE PANELS, one of my favorite features of the Acumatica platform. See how Acumatica Community members have used side panels to track shipments, view PDFs, see if the Finished Good on the SO can be fulfilled on the requested date (exploding a BOM into multiple levels), and much
2 of our customers have asked us to hide the Update IN and prepare invoice screen on the shipment screen.I tired to do this with permissions but am not well versed in it. After some research, it looks like I will need to do it through a custom work flow.Is this the right way to do this? Can I tie different workflows to specific roles? If not, do I just create a new screen based on it, add it to the site map and tie that to the role?All advice appreciated and thanks in advance.
Good dayI have a custom Material usage report I built based on a copy of the standard Historical Inventory Balance report. I am using the “Assembly Out” column which is my consumption as I only work with Assemblies. On the same report I would want to add a column depicts the current or historical material cost of an inventory item. I have tried to add the Last Cost field from the InventoryItem table but this does not bring any results.What method can I use to have the cost price field reflecting the item cost on the report?
We are new to acumatica and trying to use the Purchase Request / Requisition process. In our legacy system the users will make purchase request for known and unknown items. In acumatica we are able to make the requests for unknown items however, when our purchasing personal try to create the requisition from the request we get errors as the ItemID does not exist. Is there a workflow where you can take the request item information and create a new item from it? Or does anyone have any ideas on how you could allow requestors to make a request for non-existing items or vendors?
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