Inventory, Orders Management, Warehouse Operations
Recently active
Hello, in Sales Order GI, the customer CD and Customer Name are displayed from the SOOrder Object.Object:SOOrder and Data Field:CustomerID this gives us customer cd, but when we use same in if condition it is giving us customer DB ID. Can someone please help us. We know we can join BAccount table but can i get customer cd without joining BAccount table.=IIf([SOOrder.CustomerID] >0 , [SOOrder.CustomerID], '0') here the result is Customer DB ID
There is unexpected behavior in the Credit Card Processing for Sales (SO507000) screen that makes the Funds Hold Expiration Date field useless for any automation schedules. As an example, we want to run an Automation Schedule to capture any orders where the Funds Hold Authorization Date is today or earlier, so any card authorizations expiring can be captured automatically before they expire. However if you create this condition in a schedule to only process those payments, it instead processes everything in the screen. Another symptom of this can be seen in the screen when you try and filter on the Funds Hold Expiration Date column, nothing is filtered at all, and all payments are displayed (which explains why the Automation Schedule doesn’t process the correct payments).
Hi Acumatica Team, We just want to ask if there is a way to disable Warehouse Location in very transaction?Warehouse Location is not needed features. Warehouse Level is only needed in every transaction. Thank you!
When i am trying to conform the shipment the above error has occurred, so can any tell me why the error was coming and what the solution for that error.
We have a client who does consignments on items and I am looking to see how others have handled this or if anyone has a direction on it?Thank you in advance.
I have a customer with a very highly customized Sales Order Invoice form and needs to find a solution for improving the performance of printing the report. The customizations are specific to an Order Type - format 1 prints for “RO” orders and format 2 prints for all other order types. Creating 2 unique report formats is one option however we would like a solution where the system automatically selects the correct report when the print action is selected.Please let me know if you have any ideas.Thanks!!Michelle
Hello Community,I have a scenario where the prospect not only does the local shipments but also does shipping of the items overseas. Was wondering how can we record the overseas shipments in Acumatica.The flow is like: SO→ Shipments forwarded to forwarding agencies (with invoice & packing list) → Customs Clearance → Delivery to the overseas customer.Thanks in advance.
I am looking for an explanation of these settings on the Ship Via Advanced Fulfilment Tab.
Using the Fedex plugin on v2022 R1. We get this error when clicking Confirm Shipment. The Shop for Rates button works fine. This is connecting to the Production Fedex account.When using the Test Fedex account, we don't get the error. It seems there's a setting on the Production account that we're missing?
Hi all,I’m trying to create an import scenario that will help me remove all the categories in all the stock items. But I can’t find the action for delete. I have a file of stock items with their category description.Also, I would like to ask if there’s a way I can have an excel file from Acumatica that includes stock items with their category description? I’m trying the generic inquiry but doesn't seem to work.Thanks in advance.
We have a dropship PO which associated with a Sales Order. Basically we have released 1 purchase receipt and AP bill for the dropship PO. The Sales Order which associated with the dropship PO is completed with invoice.But unfortunately, we accidentally released another purchase receipt for the dropship PO which is not supposed to be.How do we make correction for the wrong receipt?
Hi, I recently did some research on Acumatica Surveys, I found out that the last release of surveys was compatible with 2021 R1 version of Acumatica. I also found a new tool that was released a year ago called Questionnaire designer an SSS productivity tool. I would like to know if anyone has tried this tool on Acumatica or know of any package for surveys/ questionnaires.
My customer averages 5000 to 6000 Sales Orders records per month, which means that when users go into the Sales Orders List screen (SO3010PL) which is a GI substitute list to find records, the All Records tab shows at the bottom a total (as of today 7/17) 7,784 PAGESwhich are over 155,000 records - SO and RC:They have always complaint about how slow Acumatica is finding records and it’s getting worst as the months go by. We have tried created Tabs, minimizing the quick search fields and so on w/o any luck.ALL RECORDS tab (that is one created by Default by Acumatica) cannot be modified as far as I have tried and we want to find a way to have a second “All Records” tab and all it does, where we can limit the amount of data to show, in this case by last 12 months- as the Default Tab, which is a check mark we know and shared so everyone can see it, as the second tab after the All Records tab no matter how many other Tabs we have, shared or not.The Sales Orders is one of the many PL they wi
I have a situation where a customer has raised a sales order for one item with a quantity of 10. This line has been allocated a despatch has been created but not yet confirmed. The customer then has a situation where one of the items cannot be despatched and only require a quantity of 9 to be despatched. It does allow to amend the shiipped quantity but then reports and error advising the quantity shipped is greater than the quantity allocated. The only way round this would be to cancel the despatch amend the allocated quantity on the sales order and then recreate the despatch. Can anyone advise on settings/workarounds to avoid this long winded way of allowing the despatch quantity to be amended?
If I have a wave pick worksheet with a set of shipments and a few of them are already done. How do I cancel the remainder of the worksheet?Below is a shot of the worksheet I’m trying to remove/cancel. Thank you everyone!
Hi Acumatica, Upon clicking of Prepare Invoice in SO with TR Type. The Invoice Status is already balance though the on hold check box in AR Preferences is enable. Is there a way to make it on hold? So that our approval for invoice might effect. Thanks !
