Distribution

Hi, We want to disable print option on sales order  whenever it is in pending approval or open status.In our scenario we want to disable to print forms. I have tried solution advised in below link but it work only disabling one print option and not both. When I tries adding second condition first print option is not visible instated of getting disable.  Customization project for first print form:  Customization project for second print form:   

Hello,we are receiving a pdf of 2 pages from external application, so we would like to import only first page of it, so we are trying to use itext sharp to achieve this. we added reference using Nuget manger, we are getting below error when we trying to process it. Could not load file or assembly 'itextsharp, Version=5.5.13.4, Culture=neutral, PublicKeyToken=8354ae6d2174ddca' or one of its dependencies. The system cannot find the file specified.Please have a look at below code.using (MemoryStream memoryStream = new MemoryStream(data)){    PdfReader reader = new PdfReader(memoryStream);    using (MemoryStream outputStream = new MemoryStream())    {        Document document = new Document(reader.GetPageSizeWithRotation(1));        PdfCopy writer = new PdfCopy(document, outputStream);        document.Open();        PdfImportedPage page = writer.GetImportedPage(reader, 1);        writer.AddPage(page);        document.Close();                PX.SM.FileInfo info = new PX.SM.FileInfo("file.pd

Client has repeated error with sales orders with ship via of Walk in - when they go to create the shipmentThe sales order is created through the sales order screen SO301000 and the client uses a paper pick ticket, and the order is placed on hold for pick up.  The current work around is to create a new sales order and they are able to create a shipment.  This was a known issue from older versions, I tried the suggested work around of changing the quantity to zero and then back to one, but still received the error.  Any input is appreciated.The client is on 2024 R1 Build 24.111.0011Build 24.111.0011 Customization: ShopifyOrderNoteMapping2024922,ARPrintinvoices,PXLotSerialNbrAttributeExtPkg,AddKitAssemblyPickListtoScreen,DynBudAdaptors2023,LoginPageImages,longerDescription,SOscreen20240801,GTISOLineUpdater2420240723,KitAssemblyPickList20240801,POscreen20240801,BankDepositPayments,SOOrdTypeSubAcctOvrd2022R11,GTI2420240723,GTIFSS2420240723,GTIDiscounts2420240701,GTILotAttributes2420240701,G

Hello Community members!The SOLine table records the Price Type associated with the item at time of order (Customer or Customer Price Class). I’d like to also include the Customer Code or Customer Price Class associated with the item. Any thoughts on how this may be done?

Hello all,I have been looking out for ways where I have some stock items that have the qty more than 0. I am looking to mark them as 0. The only option that comes to my mind is to create Issue trxns. Are there any other options available? The end user is fine if GL trxns are created.

 My Requirement is that on every release of a purchase receipt, I need to raise fieldupdated event of each inventory id’s last cost field. I have a chain of events that is attached further with Last Cost field updated event. I tried various ways but that event isn't triggering programmatically. If values entered manually in that field, it works perfectly fine.

 We use the process to create transfer orders based on SO demand, Create Transfer Orders on the Sales Order Menu.  This process works great except for one piece, the tie to the Sales Order is lost after the shipment for the transfer is confirmed. While Creating Transfer Order the Line Details are there tying the SO to the transferAfter Create Shipment is clicked, Line Details still ties the SO to the transfer.After Confirming Shipment, Line Details are gone on the TRThis makes it so the system cannot tell the user that originated the sales order that their product is in to fulfil the customer’s needs.Anyone else run into this?  Is it a bug or by design?We are currently on version 2023 R2.Thanks!  

We have almost 100,000 parts and are going to retire about 30,000. I was hoping folks who may have done this type of thing might be willing to share some of their experiences accomplishing this. Some of the questions I have arewhat reports did you use to quickly identify parts with no “movement” since XX/XX/XXXX? What methods did you use to retire a part? Did you just set it to inactive? 

Hi everyoneCan someone gives us answers why the Request we made in Purchase Request Module(CST.RQ.30.10.00) cannot call/populate in the Create Requisition(CST.RQ.50.40.00) module?We are currently using Acumatica Cloud ERP 2023 R2 Build 23.211.0017 +The only Purchase Request transactions can be seen at Create Requisition(CST.RQ.50.40.00) module are dated transactions 2020Please see screenshot for your referenceAny insight will be appreciatedThank youGerbert  

My company has multiple warehouses.  I have added custom code in a SalesOrderEntry Extension to find the closest warehouse that has a requested item, if it isn’t available at the customer’s default warehouse.  If there isn’t enough inventory at any of our locations, a line is created to add the short quantity to the item default warehouse (where the item is manufactured).The code works if there is enough inventory to fill the item, but if there isn’t enough I get a line type error.  Our item classes are set to allow negative quantities.  I have manually entered the lines the way the code does it and it works manually.  In debug all fields are filled in, including line type.Example:Customer orders 200 widgets from location XInventory gets checked and 61 widgets are available in default warehouse YNew line is created for the 61 widgetsAnother new line is created for the remaining 139 widgetsOriginal line is deletedLine Type Error occurs when the screen is savedCode:var tagLine = createSO

Is there any way to turn off the "split" warehouse function on a sales order?  We use SA and SO when entering orders and this works the same in both entries.  This is very confusing, and our confirmations print out showing this line twice, which makes no sense.  It seems to split the line when there is stock in another warehouse/location.  I have flagged the warehouse to not "allow sales" and it still splits the line.  I have tried every function/flag possible (that I know of).  My other warehouses are not for resale, they are for instruments that we keep as samples for our internal reference only.  I do not want the system generating anything from our other two warehouses.  How can this be done?   Please see below example.  I would appreciate any input you can provide or if anyone handles inventory not for resale a different way in Acumatica. Hoping someone can help me understand this functionality better and provide a solution. Thank you!Maureen SO/shipment screen: confirmation ticke

We have just upgraded from 2023R1 to 2024R1.When shipping an order in 2023R1 we followed this process while in the @Pack mode.Scan the Shipment Number Scan the Container Size Scan the barcode for each item Scan the Confirm Shipment The shipping label printed.In 2024R1 we are now having to use the following processScan the Shipment Number Scan the Container Size Scan the barcode for each item Scan Confirm Package Scan or click OK Scan the Confirm Shipment The shipping label printed.Is there a setting or way to bypass the Confirm Package and OK scans?While it only two extra steps it does add time and when shipping a large number of packages that time adds up and could lead to orders not being shipped in time.Thank you!

I listened to the Virtual launch event for 2024 R2 yesterday (10/2/24). I attended one of the breakout sessions and was informed that the other breakout sessions were being recorded and would be made available. How do I get those?

Is there a reason to use Movement Classes with ABC Codes when setting up inventory counts?  Or do you use one or the other? 

Hi,looking for a way to automatically substitute on old Inventory ID with the new one when adding items to a Sales Order. We can use the Related Items to either suggest or require the change to the new item but, we’d like to be able to enter the old sku and have the system automatically change it to the new sku Similar to how the Customer Part number works on a Sales Order but, without the requirement to add the Alternate Id for every customer in the system.

We receive PO’s from Amazon Vendor Central to ship requested items they ordered to various US warehouses.  In order to integrate EDI in Acumatica and be able to use Amazon Vendor Central, we need to set up each US Amazon warehouse into Acumatica under the customer locations.  Just wondering if anyone has done this and how it works?

Hello all,How can I override the Print Invoice button in the SO Invoices (SO303000) screen. i tried to override the Mailing ID = SO Invoice for both Customer & Sales Order Pref  with the report ID that I want to override but it is not getting overridden.How can I get this done?

Is there any way to restrict a user from clicking the following options based on document status?If not possible based on doc status, at least being able to restrict a user. 

Situation: sales order was changed to Credit Hold status when the SO was taken off hold. A user clicked the REMOVE CREDIT HOLD button and the order is now open.It appears there is no way to put that SO back on credit hold. If the order is put back on regular HOLD and then taken off hold. It does not go back through the credit checks, it just opens the SO.Is this how it’s supposed to function?How do I get the order back on credit hold?Thank you!

Hello all,I have setup a successful UPS integration, defined the ship via codes with no costs & just the packages.and the shipping terms so as to calculate the freight price.But still upon creation of the shipment, the freight cost is getting calculated which should not happenHow can I let the system to not calculate the Freight cost?Thanks.

Hi,Our company has many “purchasing contracts” with customers that renew on an annual basis that cover an approved total $ amount. This allows our customers to allocate funds within their annual budgets for us. Over the course of the year, we create orders and reference the above “purchasing contracts”. We generally refer to them as Blanket PO’s.Is there a way for us to utilize the BL order type to create a BL order for the total $ amount, but no specific item or qty???We would then create child orders against this BL that would give us visibility into how much money our customers still need to spend before the order expires. Any help is appreciated. P.S. - We current;y don’t have contract functionality in our system in case that is anyone’s suggestion. 

HelloAs I commented in other post I get this error while I’m trying to import my file. I don’t know how to fix it. Any idea?Thank you.  

I was wondering if anyone has access to the business logic behind this button :-) as not all PO’s are displayed.I’m guessing, but need confirmation - it’s only PO's that have not yet been receipted, and I’m also guessing that there is some date logic behind it?  Like the date of the PO cannot be earlier than the date of the SO maybe?  The help file on this does not explain these rules and it would be helpful for it to be added there too!

Hello all,I have been facing the above error while I am trying to confirm the shipment.After successfully establishing the connection between UPS & Acumatica, under the Customers tab, I added the customer as below:and the same got updated for the customer ID. And now when I m trying to confirm the shipment it triggers the error.I would like to know what would happen if I wont any of the customer accounts under the Carriers screen?

Hi, I have tab in sales order called Scope of order highlighted in below screenshot, which is not available to see in mobile application. Is there any addition setting to make is visible for mobile application ?