Inventory, Orders Management, Warehouse Operations
- 1,420 Topics
- 5,506 Replies
Has anyone had an issue with acumatica pulling all the info from UPS back into the shipment with the shipping integration tool? I’ve noticed that when I get a shipment that has at least 10 boxes/packages, it won’t pull all the tracking numbers back into acumatica and the shipping cost has to be adjusted as well because its only pulling the cost of the boxes pulled back into the shipment in acumatica.
We are looking for a Factoring Management Application that is or can be integrated with the Acumatica ERP. If you or your client are also looking into this, please let me know. We can work together and save money. Our client is implementing the Acumatica ERP. The client uses currently factoring that provides them a loan against their customer invoices. Because the client has to order their materials from China three to four months ahead of their sales order or demand, they need money to bridge that waiting time for sales orders. When the client creates a sales order, the sales order amount is submitted to the factoring company via the factoring private website/portal. If the factoring company approves the submitted sales order amount, only then will our client start the shipment of goods for that approved sales order.. The basic steps of the application should have the following features:Mark all the customers for which customer invoices are factored For a given sales order, check if t
Good day! In Acumatica Open University Course T200, the user is instructed to create a Customization Project named PhoneRepairShop. However, a Customization Project named PhoneRepairShop has already been created in the preceding course T190. Should that pre-existing Customization Project be used, or should a new Customization Project be created with a different name?
When using the pick/pack/ship functions, the quantity on the scanner always defaults to 1 and the user has to manually push the button to change the quantity on the line to the actual picked quantity. This can become a very tedious when there are pages of shipping lines to be picked.There should be a setting in the Sales Order Preferences->Warehouse Management tab that allows the pick screen to default to the quantity on the shipment line.The purchase receipt screen has a similar option to set the default the receipt quantity to zero or to the PO order qty.
HiI am looking at implementing Project WIP for the first time and would like to draw on the experience of others. This is just using Projects in the Enterprise Edition and not the Construction Edition.I have worked through the allocations process to transfer costs to the WIP account. This looks like it will create a lot of additional transactions - credit every cost and then re-debit it on release of AR Invoice. Is it best to have the allocations created for every transaction or periodically to reduce the transaction volumes (eg on a daily basis)?I don’t see any standard WIP reports in the Project reports. Are there any available to assist with reconciliation of Project WIP to the Balance Sheet accounts?Any other suggestions or advice to have the WIP process flow efficiently and well for users? ThanksKevin Long
I have a client that used an excel file to upload their physical count twice which had an additive effect. The Common Settings dialog box for uploading the count does not look like the dialog box used with other excel based uploads in that it does not include the ability to change the mode. I checked the help documentation and it clearly states that the mode can be changed. Is this a recent change or a bug?
We drop-ship countertops (inventory ID is SOLID SURFACE) to the end customer. We have the SKU set up so it defaults to Mark for PO = TRUE with type drop ship. This works when adding directly to the Sales Order. However, all our orders begin as Opportunities and are subsequently converted to Sales Orders. I have just noticed when adding SOLID SURFACE to an Opportunity, this default Mark for PO button does not get clicked. Once it is converted from Opportunity to Sales Order, the Mark for PO button is not clicked. This results in Purchasing not being flagged to send a PO for this item. Is this a feature or a bug? Why do the defaults not apply to the Opportunity? Anyway to get around this?
Hi, We have attached Approval Process Flows to build. Following Points need to be considered. (01). Considering One Project, there are 3 Employees are fixed. Ex: Level 01- Quantity Survey Approved then Transfer to Project Manager or Site Manager(Parallelly Approval). This staff only responsible for One project.(02). Head Office QS is Responsible for multiple Projects.(03). Divisional Heads also responsible for Multiple Projects.(04). Then AGM and Two Parallelly Approval Level. Need to Build the Approval Logic for Purchase Requisition. RegardsNethupul
Our next Distribution Show & Tell is only a few weeks out, on June 14. The topic is: Dashboards.I’m looking for more people to share Dashboards that you have created that have solved a business problem. Send me a direct message through Community or to my email: email@example.com.If you don’t have anything to show but you’d like to see some great ideas, you won’t want to miss this!-Debra Mignola
We need some guidance. Our bookkeeper has mistakenly book several AP transactions to the wrong financial accounting period. How can we change the incorrect original booking to the correct financial period? If we cannot change the accounting period for the original AP Transaction, how do fix this issue? Reverse the original AP Transaction and book a new AP Transaction with the correct financial period in the AP module?
Hello,I’m configuring Landed Cost in Acumatica for the first time. (version 2022 R1)The process seems clear but the end result is $0 adjustment to my item. What am I missing?My example is applying insurance costs weighted by Cost Amount across 3 items on a PO Receipt.Purchase Order (notice, 2 non-stock items on lines 1, 3 and one Stock Item is on line 2):PO Receipt: All Items Received.Landed Cost:What I expect on Valuation: Receipt line $13.30 and Adjustment line $13.30.What I see on Valuation: Receipt line $13.30 and LC adjustment line = $0.What mistake did I make? Thank you in advance for your help!!
All our numbered transactions (for instance invoices, sales orders, shipments etc) need to have the restriction that the master document can’t be deleted. For this reason, I have set up all the users with “insert” access to those types of screens. In most cases this works fine, but occasionally I’m finding that a button on the screen doesn’t work when “insert access” is used. This is one example. The “add order” button is disabled for this user. Am I understanding correctly that it should be working in this circumstance?
Hi All, In a dropshipping instance, A sales order had been received for a 1000 quantities and based on that PO order and GRN were prepared. Is there a way to increase the sales order quantity in such a scenario? The scenario can be summarized as follows,Sales Order original qty 1000 (drop ship) PO created PO Received – Qty Received 900 Customer increase the order qty to 1200What is the best way to handle this, without creating a new SO Line or another Sales Order?Thanks
We have an issue where non-stock kits put on Batch worksheet/picklists will not let a picker stage the pick to a “Sorting” location. I get an error saying “The given key was not present in the dictionary.” There is no issue if the kits are put on Wave worksheets/picklists. I have tried to allow production/assembly in our picking and sorting locations and toggling requires shipment on the kit. Is there anything else I can try to allow the non-stock kits to be batch picked? My warehouse likes to pick all of the single line orders first on batches instead of waves.
Hi,We have vendors which are are issuing price lists based on a quantity 100 or 1000.Base, sales and purchase UOM is MTR.For example: The vendor price is $ 30.65 for 1000 MTRThe purchase order is for 1250 MTR with no specific packing sizeIf you divide $ 30.65 by 1000 you get a MTR price of $ 0.03065 per MTR which gives you 5 digits after the comma. Since the unit price has only 4 digits after the comma you can only enter $ 0.0306 or $ 0.0307.It would ideal to have a vendor price worksheet were you could specify prices per 100 or per 1000. Would be interesting to hear if anybody has a solution for this problem.
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