Inventory, Orders Management, Warehouse Operations
- 1,436 Topics
- 5,567 Replies
Hi @everyone,Can't receive transfer order. It shows in-transit, but when I go to the receipt page it doesn't find the TO number. We need 100% of units received. I started to create a receipt for this TO, and then aborted to confirm something. Now the TO can't be found from the receipt screen, so I imagine I screwed it up when I aborted.
Add a field to the Shipment summary area (Screen ID SO302000) that will show the orderDesc field from the most recent order linked to that shipment. This will be a read-only field and will not be stored with the shipment. Im just using the sale demo data for this! I'm using the [PXDBScalar] for this but am pretty lost on how to use the search I know I want SOShipLine.tranDesc most recent order from current selected shipment.
Situation is this:Item has the stock profile replenishment settings to have a source of Purchase to Order.Warehouse setting has no default replenishment classFeatures enabled for Sales Order to Production Order syncThere is no Item Detail Warehouse setup for this item.When I enter a Sales Order, the Mark for PO does not default when selecting that warehouse. But when I change the replenishment class on that warehouse, it will default with that setting, but this does not always work for every parts, therefore this cannot be the answer.When I add the Item Warehouse detail it works too, but this takes quite a bit of maintenance. My question is, why when I enter this item on a Sales Order, and there is no replenishment setting on the warehouse, and no item detail setting for the item, that it does not automatically look at the standard replenishment setting for the stock profile?
Hello,I have a customer who uses document level discounting on sales orders and when they do this, Acumatica is taking the discount off of the freight charges.Is there a way to not include freight/shipping charges in document level discounts?Thanks!
On the Sales Order and Quotes, How can we set a minium order quantity per item so it will only allow you to order the minimum?
When creating a Sales Order and Quotes, How can we set a minimum order quantity per item so it will only reflect and allow you to order the minimum of that particular item?Right now looks like you can only do this on the Purchase Orders but we need a minimum order on the Sales Orders and Sales Quotes. So when the sale person is creating a quote or order they can only add the minimum quantity. Example but for POs: https://community.acumatica.com/ideas/implement%2Dminimum%2Dorder%2Dquantity%2Don%2Dpurchase%2Dorders%2D4931 Also some items are sold in even numbers or pairs. How would you set up the item in Acumatica so they can only be added to a Sales Order in even numbers or pairs per item?
When creating a Purchase order the Description field in the header does not come over to the Receipt screen. It does flow over to the AP Bill screen. Logic should be the same as the Sales order where the header description flows from Sales Order to Shipment to Invoice.
Good Morning All, How can i run a report on materials (excel) for Inactive, No Purchase, Marked for Deletion and No vendor materials. I am new to this platform still, please intricate detail instructions. Thank you.
Hi there, I have a client that uses the same components. Instead of entering various item lines is there a way to create a kit (or something else?) that would show each item individually. I created the kit but it only shows the kit price, but I need to show each individual item instead. Please advise what my options are. Thank You
Hi all, We are currently into an issue where creating a Primary Contact does not update the Ship-to or Bill-to Info.I was expecting once a primary Contact is set-up that there is at least an option to bring in that Contact Info (even if Overwrite is selected): I feel like I am missing something super trivial.Any ideas / thoughts?
Hi community. Please assist, I have. An import scenario that is triggered by a business event. The Business event completes but with an error for the import scenario. however, when i resume processing of the event from the BE History screen, it runs. Please assist , what am i missing.?
Client uses multipliers to calculate min and max dynamically. In order to work on a possible solution we need to import historical sales so that we can have Acumatica generate a daily moving average.Two questions:How should those historical transactions be imported? (invoices, issues, etc) When doing the calc for daily moving average, how does Acumatica do that math? Is it taking into account number of business days in a month vs the total days in a month?
Is there functionality on the Customer Portal that allows the Customer to upload sales order lines to the cart, similar to the sales order upload process?This client’s customers will have sales orders with 100plus lines and would like to allow for an import since the customer uses excel to buildout the order on their end.Wondering if anyone has encountered this as well?
We have a client that only has Non-stock Items. They have assigned a non-stock item to a vendor. However when creating a normal PO, and using the “ADD ITEMS” button on the grid, nothing shows up.This ADD ITEMS button works with inventory items for another client, and narrows the selection to only the items assigned to the vendor. Why doesn’t it work for non-stock? Am I missing something in the setup?
We are trying to schedule (automate) our Request to Requisition to PO process. However, we think the process will need manual intervention to change the Requisition status from On Hold to Open before creating POs. Is there an option to turn off the status of the Requisition automatically being created as On Hold? I can see an option to do this for the creation of the PO, in the Purchase Requisition Preferences screen (checkbox called Create Purchase Order on Hold), but nothing for the Requisitions.Thanks.
Hello!Is there’s a way to use one warehouse for all the branches, without creating multiple warehouses. Since the branch is mandatory in the warehouses profile and it posts transactions for the selected branch of the warehouse, it is unable to use one warehouse for all the branches. Thank you in advance!Amanda
Any ideas? My customer would like to be able to track a type of 'backorder' on a transfer between warehouses. If in one warehouse the goods are normally stored and a transfer to another warehouse is needed. When there is insuffiencent quantity in the standard warehouse to fullfill the transfer, a ‘backorder’ transfer is then created.
Hi Team,We don’t see the Relations View in the base graph SOOrderEntry or Extended graphs, whereas available in the aspx.Could you please help us how to access that view in the custom extension graph of the our customization. Thanks & Regards,Vidyakeerthi K
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