Inventory, Orders Management, Warehouse Operations
- 1,421 Topics
- 5,509 Replies
According to Avalara's documentation, all ERPs must have an option to disable document recording so that, when an invoice is released, it doesn't get added as a transaction in Avalara. Does anyone know how to engage this feature in Acumatica?https://developer.avalara.com/erp-integration-guide/sales-tax-badge/design-document-workflow/option-to-disable-document-recording/ Background:I’m importing orders from my online store which is integrated with Avalara. Some orders are paid for in the store and some are invoiced for in Acumatica, so it simplifies things to let the store record the document in Avalara. When I import the orders, I need the sales tax to match what was charged. The best solution to this I can think of is to have Avalara just do another calculation for imported orders but to not create a transaction in Avalara at the invoicing stage as that would duplicate our tax liability.I also tried creating a tax zone that allows for tax to be added manually. There are 2 issues I’ve
If you run the Sales Order Summary Report (SO610500) with no beginning date, the current date as ending and and additional filter of status not equal to complete, you would get a list if all Sales Orders that still need to be filled the their Open Qty and Open Amount. I would call this the ‘Sales Order Backlog’ or Open BalanceI would like to see this same “Backlog” as of a historical date , say a year ago. How could this be done? not quite sure where to begin… thoughts?
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
Is it possible to partially ship an item on a sales order line that is marked for PO?Scenario: Sales order line is marked for PO. Vendor sends part of the total amount ordered for that line, but not all of it. The customer will accept a partial shipment so my customer wants to be able to ship what was sent by the vendor.
I am attempting to obtain a list of the top 10 items for the current year, based on their order quantity. I have tried using the "select top" option in the generic inquiry, but it is not providing the desired results. What I require is the total quantity summed up, and then the top 10 items should be displayed in a pivot table.
I know that on a Vendor Record, you can increase the Max. receipt %, however you can only increase it to 999.00. I have a client who sends out a qty for example of 6,000 seeds to harvest. If I increase the max receipt to 999, it only allows me to receive 59,940.00. They sometimes receive 180,000 as the qty. Does anyone have a work around without a customization?
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?
Hello, I cannot get a KitAssembly, Type=Disassembly to create through the REST API. I am able to create a KitAssembly, Type=Disassembly through the Acumatica Kit Assembly user interface but a similar transaction through the REST API fails. I am also able to create a KitAssembly, Type=Production through the REST API.I am making an assumption that a Disassembly type REST API call would be rather similar to the Production type REST API call. I am using the same data structure just changing the Type to Disassembly. There are two errors that I get back that stick out:[LocationID] ‘STERILE’ cannot be found in the system.KitAssembly.ReasonCode. ‘Reason Code’ cannot be empty.Both of the above properties are being set in my API call and they do exist.
Hello, We are having some negotiated items with customer, which we markup fixed amount based on cost.Like Item A, FIFO, fixed markup amount $ 5 per case First Purchase, $20 per case, then we sell $25 per case second purchase, $30 per case , then we sell $35 per case.Supposing we are having 100 cases $20 item A and 400 cases $30 cases item A.The perfect solution we are seeking for: is it possible that, after the 100 cases of $20 be sold out, then the sales price automatically jump up to $35.If this is not possible right now. Is there a way that can automatically reminder the human that the 100 cases of old inventory be sold out, you have to update the price.Please advise. 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
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.
When we figuring out stock depletion, we often run into trouble with quantities on open blanket purchase orders. For example, we will look at inventory summary and inventory allocation to see a list all current inventory on hand, supply and demand. However, there doesn’t seem to be any report tied to the inventory item that includes quantities open on a blanket PO. As a result, contracts reflected in blanket PO’s are overlooked when we’re planning the phase out of an item resulting in all sorts of issues like restocking fees, large scrap values or modifying deployment plans.Is there any way to have visibility to open blanket PO quantities when looking at inventory summary or allocation? Is there any reason that these screens wouldn’t/shouldn’t include quantities on blanket PO?
We have 2 branches and i had some sales that were recorded on to the wrong branch.. I reclassified them on the sales order but they are not showing up correctly on the sales profitability by salesperson and customer report. What else do i need to do to get them to show up correctly? I looked into the invoice payment as well but i am not able to reclassify those transactions :/ Help please!
I have a client who sells seeds and they need to have the Lot Number be segmented to show the Lot Number and the Seed Count. It would be something like N1234-1225, however those numbers are not dates or years and are never incremental. I know I can segment it, but all the options are non customizable. Does anyone have an idea on how I could make those user enterable without the system choosing the next number? I would prefer to not customize the screen though.
We use the EasyPost API to ship Fedex. This provides a Tracking URL but I’m not able to copy it so as to paste it into an email to a customer. I tried right-click, I tried to select it and Copy-C, nothing seems to work. I am using Chrome.Please see attached screenshot. I can click on it myself, which is useful, but I can’t give the link to anyone else.
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