Inventory, Orders Management, Warehouse Operations
- 1,329 Topics
- 5,143 Replies
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
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?
Hello, I’d like to show purchasing history (Unit cost and qty) on selection of each item on POline.I firstly thought it would be achevied by side panel. But item id on po line can not be passed on to side panel easily. In the above artile, this might be a way, but it is too complex that I would like to try it last.Is there any other can help me acheive my goal. I mean, side panel is an option. Also, something like pop up window can be accepted, just how to do it. Or navigation to another screen with the line selection parameter can also help.Please advise.
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?
HI All, @Olesia Alpeeva, I am having trouble getting the following PO workflow to work . please see screenshots in attached. The PO Approval process should be as follow’s:-Step 1All PO’s go person A & B. Both must approve. IF the PO is under $15,000 the PO is approved. This step works fine.If the PO is over $15,000 move to the next Step. Step 2 If the PO is over $15,000 and the country in ShipTo field is ‘AU’ or ‘NZ’ the PO needs to go to Rachael to be approved. If under $150,000 the PO may be approved. If the PO is over $15,000 and the country in ShipTo field is not ‘AU’ or ‘NZ’ the PO needs to go to Robert to be approved. If under $150,000 the PO may be approved.I can not get Step 2 to work properly. it does get allocated to Rachel and Robert and Approved but does not move on to the next approvers. Status is “Pending Approval” but no next allocation is applied in the Approval tab.Step 3If the PO is over $150,000 and the approver i
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?
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
Hello, We have multiple warehouses, some of them are no longer in use. I made the warehouses inactive on IN204000, but the lines still show up on the warehouse tab of the stock items (IN202500). How do I make it so that these inactive warehouses are no longer showing up in the list on each item? In the example screenshot both ‘SAN’ and ‘ONT’ warehouses are already listed as inactive, yet still appear on the list. Thanks! Edit: I am looking to do this for all of our inventory items as these warehouses are permanently deactivated. Doing them one at a time is simply not feasible.
We have scenario where there are Invoices those are having multiple line items.some line items Inventory ID was wrong but now the Invoice has been released. Can we Update Inventory ID for released Invoices or can we use “Change ID” feature to update the Inventory ID for released Invoices. ?
Hello, We are on Acumatica 2020 R2 Build 20.215.0025 with some customizations that have been published. The Prepare Replenishment process used to take under a minute to complete. However, by simply deleting an old Snapshot the process now takes ~20 minutes to complete. I can replicate this issue over and over again in a SANDBOX environment (by restoring to a SQL backup prior to removing the Snapshot), but I haven’t found a way to fix the process after the Snapshot has been removed. Has anyone experienced this before? Any thoughts or suggestions would be much appreciated! Alec
Hello, I am having an issue creating a discount that has break amounts. The discount I am trying to create is a manual line discount related to item and customer entities. The discount works if I set the break amount as 0, but will not apply if I set the break amount as anything else. Would appreciate any help on this!
We are running the process for dialing in daily demand, lead time, and safety stock. In most cases the process works great, most are using the Purchased/Manufactured replenishment type. Min Max, moving average, 3 Months history. The error hits a few items in the Calculate Replenishment Parameters process:Error: Updating 'Item/Warehouse Settings' record raised at least one error. Please review the errors. Error: The number in DemandPerDayMSE does not fit the SQL decimal data type. My first inclination is a divide by 0 producing a null value. We have asked our partner and they cannot find a solution. Can anyone help solve this as it prompts on several of our top items.Huge thanks for any help!Bryan
Hi,We just started our Acumatica implementation. We are a wholesale food distributor in Ohio. I was wondering if someone out there did a recent implementation and is willing to have a conversation about their experience.Thanks in advance.
Hi, Is there a way in Acumatica to look up pricing for a customer?As in the customer calls and asks how much is an Item and you can check? Without having to open a Sales order or Quote to do this?Something similar to the “Catalogue” in the portal but where you could select the Customer. Think writing a GI to do this would be over complex due to the different types of discount a customer could have CheersAndy
I have implemented CRM activity on the Custom page where the Key Field is SOOrder Type, SOOrder Nbr & Job Code which are stored in custom DAC. I have tried to add the Entity Type listed on Related Entity to tag the job code to activity and I am not able to figure out how to do it. Pls let me know where to add or override the method to Implement the functionality
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