Inventory, Orders Management, Warehouse Operations
- 1,330 Topics
- 5,150 Replies
Hi, We need to avoid the Bidding process when creating the Purchase Requisitions. That mean first start from Requisition form and finish without bidding process. Then need to create Purchase order from Requisition. RegardsNethupul
We recently upgraded a client and found that with the upgrade TR order types now require a ship via. It was never required it previously. As these are transfers between store locations these should not have ship via. How do we make it so that TR order types do not require a ship via? We can not assign a Ship Via to a warehouse or to the Order Type. The Will Call box does not suffice any longer.
Our client is using an external shipping calculation for Sales. Specifically EasyPost. There are a number of Ship Via codes they will use for Sales. At the same time they want to be able to use a different set of Ship Via codes on Purchase Orders. Right now in both Sales Orders and Purchase Orders you see the same set of Ship Via Codes. Is there any way to limit which are seen based on the document type?
Hi, I have a client that requires two people to approve the PO. I have set the Approver to “Employees by Filter” in the used Rule Action however once the first user Approves the PO is approving without the second approval.The settings i have used are below. What am i missing? Any help appreciated. Laura
Hi All, We need to finalize the Inventory Open Balance Upload Template for upload all the Inventory on hand balances to system. Appreciate if any one have pre defined sheet that would be great help for us. We are in bit tight situation. RegardsNethupul
I am looking to make a report or inquiry that will work as follows:Select the customer Results should pull a list of all the parts that customer has order in s certain time frame. Time frame defined by input field. Is there something like this that already exists ? Any advice or help would be greatly appreciated. Thanks!
Good day,Issue: We need to transfer items, and quantities to multiple Amazon shipped to locations. Transfers are done from our 3PL warehouse to Amazon but we can’t add a store information or ship to address Any one have a solution to transfer the order based on the Amazon store information/location or havean export scenario that allows the transfer document items to identify the ShipTo locations on the Customer Profile?Thank youEvan
Could you please precise following statement: https://help-2021r1.acumatica.com/(W(27))/Help?ScreenId=ShowWiki&pageid=3fb8f768-a8ea-44a8-9a4f-8b78ecb947e8 The issue is to understand clearly when the financial badge of landed Costs are being posted to the inventory and in which case it should be posted to the Variance account.Note: Evaluation method is : averageAs far as I understood is, that the inventory on Hand should be 0 (Goods are sold out) so that the posting will be done to the Variance account.Unfortunately I have several cases where the postings are still going to the Variance account although inventory of the received item is still available (in the concerned warehouse).Does anybody know if there are other reasons for this behavior. The goal is to have the posting to the inventory (and Accrual account) as there is quantity available
Hi,We have vendors which are are issuing price lists based on a quantity 100 or 1000.Base, sales and purchase UOM is MTR.For example: The vendor price is $ 30.65 for 1000 MTRThe purchase order is for 1250 MTR with no specific packing sizeIf you divide $ 30.65 by 1000 you get a MTR price of $ 0.03065 per MTR which gives you 5 digits after the comma. Since the unit price has only 4 digits after the comma you can only enter $ 0.0306 or $ 0.0307.It would ideal to have a vendor price worksheet were you could specify prices per 100 or per 1000. Would be interesting to hear if anybody has a solution for this problem.
Invoice without discountStarted a return and the discount automatically apply to the document Hi everyone,I met a very weird problem. The case is I created a SO for a customer(There is no discount applied at this moment) and invoiced. Later I apply a negative discount for the surcharge for this customer. Than I started a return for this SO. The negative discount was applied to the document automatically. If I didn’t check the amount, I will refund more money to the customer. I don’t know if this is normal or a bug? With my understanding, the return should be base on the amount on the invoice. It can not apply any discounts. Does anyone know this ? or how to set do not apply discount for the return.
We are starting to think about how we will utilize locations within warehouses to keep tighter tracking and control over where our items are physically located. In that context, we are trying to figure out what the actual workflow would be when it relates to performing physical inventory counts and review. I have read the documentation, but I'm wondering how to best think through the below scenario.Let's say to start, that we have 10 serial items across 5 locations (so let's assume 2 in each location). And assume that all these locations are in the same warehouse.2 weeks go by, and there is movement between these locations by way of the inventory transfer document process. But for this example, let's say that users didn’t perform the inventory transfer as they physically moved the items between locations 100% of the time.So at this point, where acumatica thinks the serial items are doesn't reflect the reality of where they are.So now we do Physical inventory for this warehouse (all 5 l
We currently have a problem whereby we are unable to correct a 2-step transfer (Transfer Order).Suppose we have 10 x ABC Item, which has been captured onto a Sales Order of type Transfer. It is then picked, packed & shipped, and the Release IN action on the shipment has been clicked.On the receiving warehouse, if there was any miss-picks, e.g. qty short picked by mistake, it seems that there is no way to ‘correct’ the in transit qty (i.e. there would be a qty that remains in transit).Is there another way to correct cases like these, without receipting the short delivered qty into the receipting warehouse, and then transferring this short delivered qty back to the originating warehouse?I’m hoping there’s another solution.Thanks in advance for any assistance.
Hello Everyone,I was wondering if it is possible for an SO-Invoice to inherit the sales accounts from a non-stock item when the order type says use sales account from customer location. For instance , all the stock items would inherit gl accounts from the customer's sales account but the non-stock would inherit their gl accounts from the actual non-stock item itself.I haven't found any settings to play with on order types, ar prefs, or so prefs. I am thinking this is probably just locked from what you put in order types and that you would have to manually change the gl account. Thanks
After we upgraded from 2019 R2--->2021 R1 we have this error: “Error converting data type varchar to numeric.” pop every time we try to load a GI that is supposed to display sales orders that have a UDF checkbox checked. Anyone have any ideas? Attached is a screenshot of the trace.
We are trying to link the invoice we get from the shipper to the corresponding shipment. My goal is to evaluate our shipping charges. The way I envision it working is add a field when entering lines on an AP Bill where I can choose the appropriate shipment. I’m sure this has been encountered many times so how do recommend solving the problem? Thanks
I added a bunch of items via the REST API to Stock Items. I then did an update on the description of those Stock Items (generally the description was longer than the original) also using the REST API. In the search for Stock Items, the items appear with the correct description. However in Inventory Item search launched from a Sales Order, when I search for these same items, the Description is truncated. Does anyone know why I am seeing this discrepancy? Is there something about the Inventory Stock Item search launched from a Sales Order that caches the description independent of the search available on the Stock Items screen?
We have a customer that ships in varied box sizes as well as custom sizes to accommodate their products. The Package entry screen does not allow the user to change the dimensions and there is no option for entering a box on the fly. How have other users handled this in the Integrated Shipping?
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