Inventory, Orders Management, Warehouse Operations
- 639 Topics
- 2,156 Replies
We have a new implementation of Acumatica and are finding our way around. We have noticed that it is possible to receipt a higher qty of items than was on the original PO, it seems like at least double or more. How can we prevent or limit this? On the vendor the max% is set to 100. Surely it should not allow more than 100%?
Hi All,Firstly the base Currency for the Tenant is AUD. Scenario:-I enter a Purchase Order in a USD Currency. USD $1.3888 to AUD $0.7200. I then click “Enter PO Receipt”. The Currency from the PO does not reflect in the Receipt. Therefore on receipting the Average Cost of the Item does not update to the new cost.Any help understanding this appreciated.Regards,Laura
I have created an import scenario for orders, but the international orders will not import. How / what code do I need to use to allow the international zips to load (alpha numeric) and then to have Hong Kong default to 00000 (they don’t have a zip code) .This is what we are using now: =IIf(( Len([bill-postal-code])=4), ('0'+[bill-postal-code]),(Substring([bill-postal-code],0,5)))
Hello,Order types have a checkbox setting for“Ship Separately” and “Bill Separately”However, I do not see where we can designate this for a customer.We have some customers who want this and some who do not and we need to control it at the customer level.Any thoughts or guidance are appreciated!
Inventory Transfer of an item from One Warehouse to a specific Warehouse converts it to a new item (different SKU)
Hi everybody,We are looking for a solution on how to convert a stock item to another new item when inventory was moved to a certain Warehouse.Example: Warehouse 1 is the main warehouse where we sell Product having SKU AAA for it’s original price. Now, there is a Warehouse 2 where we move items that are still usable but has quite damage and sold for lesser price. We need that Product AAA converted to a separate product, like SKU AAA-2, since we don’t want to track the inventory of items already moved to Warehouse 2 on the original item AAA. Will that be possible? That transferring an item from one warehouse to another will also move the quantity from original item SKU to new (or another) SKU?
HiWe have very strict controls in place around purchasing, and have realised that users can receipt lines that do not come from a PO (direct purchase receipts). How do we prevent this, is there a switch that we can switch off to prevent it, or is our only option to remove the “+” off the line using roles?
We sell a large and varied catalog of items, a segment of which is rope sold by the foot - one issue we deal with is getting shipments to be generated without splitting the location. When a customer orders 100ft of rope they generally want a single 100ft section and we don’t want pickers to pull from multiple locations to fulfill the line item. If we have stock in multiple locations, it would ideally drive the pick list to a single location based on the pick priority that has sufficient quantity for the entire line item. No split allowed I’ve wrapped my head around this multiple times trying to sort out the most clever way to force Acumatica not to split location IDs on these items or locations but failed to come up with anything that solves the issue. Anyone got a clever solution they’re already using? Ideally, there would be a setting at the item level (class or inventory item) or even at the location ID that would say allow/disallow split locations.
Soon to go live on Acumatica, and this is my first post so apologies if this has been answered anywhere.Need:In short, looking for a solution that would allow us to take payment against a Shipment with picked or allocated quantities vs. what Acumatica allows which is only payment against an Order or an Invoice.Scenario:We ship goods based on square footage (leather hides), such that a customer can order 1 hide, but in our Pick/Pack/Ship against a Shipment, we can pick 45square feet, 50square feet or 60square feet - all of which is acceptable in our industry and decided by the Picker.In the case of a prepaid customer, there is no way to take payment against the picked item(s) on the Shipment. My understanding is we have to confirm shipment, create invoice and then take payment against the invoice…..which raises the potential for the Shipper to pack goods up, label them and goods leave our warehouse in advance of payment being received and potentially, credit card payment is denied when
I try to update stock items screen, the LAST COST, by scenario. But the system shows me Failed to convert parameter value from a String to a Decimal.I have changed the format to numeric…. and many formats.Someone knows how to solve it.thank you
I am trying to convert an attribute on the customer record to a doublewhen it appears on a GI so that the data can be sorted with it. I have tried using the formula editor and using the convert formulas, but the don’t seem to work. I get an error saying “Error: The virtual field SALES2020_Attributes cannot be used in a condition expression.”, SALES2020_Attributes being the name of the text attribute. This is what the formula looks like in the formula editor: Any help would be appreciated!
Is there a way to update the salesperson assigned to a group of customers in bulk based on state and/or zip code? We pay commissions based on the salesperson assigned to a customer account and need to change a group of accounts to a new salesperson.I set up a generic inquiry based on AR.CustSalesPeople pulling in the needed data from the location, customer and address tables. The inquiry returns the expected data and can be filtered for the needed records, however I’m not able to setup the “Enable Mass Record Update” operation successfully.What “Entry Screen” should I be using or does this need to be done using an import scenario? (I tried AR.20.50.00, AR.20.50.PL and AR.30.30.00.)Any suggestions or guidance would be appreciated. Thanks!
How to define conditional parameters with a combobox that use attribute data containing a date to give predefined date ranges
I have a GI that I am building that will allow me to show all sales orders our Powdercoating warehouse team need to work on.Many of our sales orders come with a lead time that is quite far in the future (eg, the material is not needed until the end of the month) but others need to be shipped urgently. We use the “Requested On Date” (renamed in my GI to “PC DUE DATE” to measure DIFOT, and I have added a “PC Scheduled Date” attribute that I have connected to the Sales Order UDF so that production planners can put a date that they want the team to prepare this order. I want to be able to have a combo box at the top of my GI that says “Painting Today” or something like this, but cannot seem to make it work. so for example, the production planner would select “Painting Today” (A) and if the Schedule Date (B) was in the same day as today, then only these records would show.
Customer upgraded from 2019 recently and the highlighted item below “Update IN – Confirmed not billable” is what he used to select when processing sales orders that did not need to be billed (such as when you send out a sample shipment to a customer). Does anyone know if this has been replaced or why this is no longer there? Is there another way to have these items selected when processing shipments?I confirmed it’s in 2020R1, not in 2020R2. Nothing in the initial release notes for 2020R2.D100 training references it 2020R1 as well, and not in 2020R2. Oddly enough, the documentation still mentions the action: “Update IN - Confirm Not Billable: To generate inventory documents for shipments made for transfer orders and returns with replacements.”Thx!-Chad» Screenshot from 2020R1
Hello , I am using 2020 R1. Correct me if I am wrong, it seems to me the “Invoice cancellation ” function is duplicated with “Invoice correction” function. Or even worse, it is not very straight forward or some how confusing. According to the help doc, the credit memo only off set the Invoice total, it did not return/add inventory back. And it makes the shipment back to “confirmed” status. however, User can NOT correct this shipment or delete this shipment.Yes， It might be the IN issue is released. But in most cases, it is released at that time.So in this case, what can I do with this “confirmed” shipment.It seems to me I can only proceed it to another invoice, then what is the difference with “correct invoice” function? Moreover, if User looking for a “”REAL” cancellation, which offset the AR and put all inventory back, what is the quickest way for user to do? Please Advise. Thank you.
My company is newer to Acumatica (since April 2020) and our old software (Everest) used to be able to handle transactions in this way very easily, here is a hypothetical scenario:We are a car dealer and a customer is making a purchase of a new vehicle. The vehicle is in my inventory as a whole unit. The customer wants to upgrade the wheels on the vehicle, so we need to swap them out. We take 4 wheels out of our stock and install them on the vehicle then restock into inventory the 4 wheels that originally came on the vehicle. Then we sell the car. We can later sell the 4 original wheels to another customer.In Everest you can simply use a negative quantity (-4 wheels) on the sales order which in this case would bring 4 of the original wheels back into our inventory stock. Then put positive 4 of the new style wheels on the same sales order, effectively "swapping out" or "trading back" the wheels.This type of transaction happens ALL THE TIME, multiple times daily here at my company and I h
Hello, we are using 2020R2, Build 20.203.0028. Our operation stuff report an issue, that 1 shipment is still confirmed status while the invoice and IN issue doc already been generated and released. I don’t know the user’s steps and he could not remember. And this issue happens to only 1 shipment not all. And previously in 2020r1, we didn’t encounter this kind of issue. So my large guess it is causing by our recent upgrading from 2020r1 to 2020r2. see below: Since this issue happened only once, the root cause might not be easily found.Can anyone firstly give me some directions to quickly fix it, I mean, might correct the shipment status to right.If I simply update it in DB to status completed? Is it a good way to go?And if the root cause could be guessed out, it would be very helpful for us to prevent this same kind of issue in the future.Thank you.
Does anyone have experience connecting signature capture pads (Wacom, Topaz, or similar) to workstations and attaching the signatures to Acumatica transactions? I’ve been asked about collecting signatures from drivers picking up shipments. The drivers will be physically present to pick up the load.
Hello, Is there a way to set an invoice minimum amount as $200?Note: If the amount is below $200, the system don’t forbid this invoice, the system will just automatically add the total up to $200. Currently, the user can manually add a non-stock line at the invoice to make the total no less than $200. Is there a way to make it in automation? I am thinking of the Freight calculation.
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