Inventory, Orders Management, Warehouse Operations
- 1,423 Topics
- 5,512 Replies
Hi, We need to update the Item Cost base on the FIFO cost method. Ex. Item A - 20 Qty with 10$ After add the Laded Cost Value for particular Item Cost, it would be 12$. Have there any possibility to update the Item cost manually? Since user already has completed the landed cost process without adding additional 2$.Now we need to update that additional 2$ to Item. RegardsNethupul
I would like to know if there is a way to create draft purchase receipts to track incoming stock. I have attempted to use the Purchase Receipt form but the problem with this is that the moment stock is on a receipt, even if that receipt is on hold, it shows as “Available” in the stock inventory summary and in some stock views.If it were possible to do this it would be an ideal place to store the transit documentation such as the Bill Of Lading and Customs documents and it would be even better if we could somehow use it to give insight/visibility internally on when stock is due to arrive on a line by line basis via a custom GI. Thoughts, comments and suggestions will be much appreciated. @Naveen B @Chris Hackett
Hello, It is common that you create “Cash Customer” and by the end of the day you have a list of POS Orders for the same customer, like this: Is it possible that those five POS order create just one invoice? is there a feature in the module?
I understand the overarching design of approvals is to lock a document once approved, needing the document to be placed on hold to be changed and resubmitted for approval and in many cases this make sense.However, once a sales order is approved it seems Acumatica (2021 R2) is also preventing stock from being allocated to the sales order. This seems a little to restrictive as it prevents order / inventory management without putting it back on hold, allocating stock, and then having to re-submit for approval.Has anyone found a work around for this scenario?
Unit of Measure Defaulting Rules (i.e. global UOM, item class, etc) - Can we have global conversions for basic measures (i.e. meters to feet, lbs to kg, etc)
I have been playing with the defaulting rules in Acumatica for Units of Measure. You can set global Units of Measure on the Units of Measure Form (CS203100). You can also set Units of Measure for item classes in the Item Classes screen (IN201000).In either case, it seems like the only way to have these units of measure appear for a given item in a Sales Order is to actually add that Unit of Measure to that individual item’s unit of measure conversion rules (the conversion rules will be defaulted per the above, with any item level relationship taking precedence over any item class relationship and with any item class relationship taking precedence over any global relationship.However, what I haven’t been able to figure out how to do is to say “for every item in this item class, have a conversion from feet to meters, so that we can quote the item in both feet and meters. This relationship will always be 1 foot = .3048 meters, so let’s apply that to every item where we want this relations
Hi, There was a requirement that user needs to keep different Item Costing track in different locations under the same warehouse. Ex: Item A -- Location A Cost =10$ // 100 Qty // GRN : 01-Feb-2020 Item A -- Location B Cost =20$ // 200 Qty // GRN : 01-Jan-2021 Item A -- Location C Cost =0$ // 300 Qty // GRN : 01-Dec-2021User need to issue from Location C(With 0$ cost Items), but when select the Location C, system is considering oldest stock first. As a result system issued from Location A.(GRN : 01-Feb-2020).If we enable Location costing, when we select the Location C , system issued 0$ stocks item from Location C. Not considering entire warehouse.Need to verify the Practice. RegardsNethupul
Good afternoon,i have a mess to clean up with integration that created multiple fathom business/customer accounts with the same name but a different account number. They created when the integration went out of control. Now, i need away to clean up and delete these business accounts/ customer profile. Any suggestions? Import Scenario? I don’t want to manually have delete them.Thank youEvan
I have a client who is attempting to import open POs and open Appointments/Service Orders. Is there a way to create a PO who’s lines are linked to demand (mark for po)from specific appointments? Currently if the appointment demands items be purchased the po will be linked to the appt. Can I do that retroactively? Can I import an appt. which has line items marked for PO, then import a PO with those requested items and link them together?
Hello, I have a need to release lots of on hold SOs on schedule in batch.The simplest way I can think of is to use the “process orders” screen with set schedule. However, on this screen, we don’t have “Release from hold” action.Is there a way to add it into the list?
Good Morning Forum Members,We are currently in an implementation with our client. I have reached out to support and escalated the issue, but unable to get a sufficient response for the client. They have several process work flow issues with how Acumatica handles shipping. These are some concerns they have with Pick, Pack, Ship features:What happens if they are picking an order into totes and the tote is full? The Pick, Pack, Ship screen requires the user to enter a tote ID for each shipment in the picklist. However, when that tote is full, can the user scan another tote ID for the shipment?Can multiple picklists be shipped together?Can we re-open a package to add additional items? Once confirmed, is there a way to re-open packages to add additional items?Are they able to combine shipments after the picking is done? Thank you in advance, I would really appreciate some insight on this process.
We use serial numbers for many of our products. Our inventory in Acumatica is accurate as of date we went live. The problem is we sometimes need to process a return for sales completed in our old systems and Acumatica does not know about the serial numbers for those sales so we are unable to process the return in Acumatica as its asking for the serial number but when we enter them, the system does not accept it. So we are stuck and don't know how to process and create credit memos and generate serials for such returns. Anyone knows best practice for handling this?
HiIn apparel business we are using multiple size ranges and at the moment i have problem with displaying them in one column in GI or reports some of size ranges Attributes of size rangesI tired to use simple formula =IsNull( [InventoryItem.SR-1_Attributes], IsNull( [InventoryItem.SR-2_Attributes], IsNull( [InventoryItem.SR_3_Attributes]….. )))to display them in one column that is partly working, as I have them in one column , but as result is only displaying them as Value ID (0401,0402...) and cannot get display attribute Description (XS, S, M ...) in that column.Is there any better way to do it ?
Hello everyone,I’m having issues trying to create an extended workflow that allows Acumatica to override Customers On Credit Hold.Here is the scenario: Customer is on credit hold or has exceeded the credit hold limit. In normal circumstances the customer needs to be approved from credit hold to be able to process a sales order. So the new workflow is to bypass the credit hold status if the customer pays in cash: On Hold → Payment Hold → Open The termsID parameter to request prepayment is not applicable in this situation because I need to be able to either create a PO from the Sales Order or create a Transfer Order as i do not have the stock available in the selling warehouse. The only way i can do this is if the sales order state is Open.I have created a new state “Payment On Hold” that is triggered from the on hold status if the TermsID is Cash and then can be removed from it to the Open state. The first transition works. The problem is that after I remove “Payment on Hold”, the syst
Hi!A factor has to be configured in the replenishment seasonality screen but it doesn’t do anything. In this case, a create a Holiday Season with start date 2/14/2022 and end date 2/18/2022 with an 1.25 factor. Now, I run the Prepare Replenishment screen considering that I’ve changed the business date of the system to 2/14/2022 and when I review the Quantity To process or the Reorder point values, non of them has being affected by the 1.25 factor: This means the factor is only being used for Forecasting?
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?
Hello, i am trying to work on non stock kit flows:image 1 shows the non stock kit simple two components.image 2 and 3 show the sales order and shippmentimage 4 is action print picklist, but why the pick list does not who the two components as specified in the kit spec as in image 1? RATHER, it only shows to pick the non stock kit.. please help anyonethank you IMAGE 1 image 2 and 3 IMAGE 4
I have a site where this field is disabled, and therefore the user cannot enter the cost in the purchase receipt screen. But I cannot turn it back on and don’t know which settings/feature governs it. The in product help doesn’t mention about it either.
Hello Everyone, I recently went live and an SO Invoice that got migrated needs to have an adjustment made to the inventory related. I already created a credit memo that used AR as the off-set account. I am wondering if the best way to approach this is to simply create and release an adjustment with the “update GL” checkbox de-selected on inventory preferences. Is this the best way to go about a process like this? I do not think I want to hit the GL since this SO Invoice was migrated.As a background, 4 of the inventory item was sent to the customer but 20 of the inventory item needs to be added back into the inventory.Thanks
We are trying to show the ship to on the Sales quote but not having any luck finding the link. We want to use the ship address in the opportunity and it comes from the CRShippingAddress table. What would be the best way to link them? We have tried the @opportunity @quote but it doubles prints each item in the quote.
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