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Inventory, Orders Management, Warehouse Operations

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EvanGVarsity I

asked in Distribution

Unit Cost on stock item. Security Access

Good day,I am having little trouble getting the Unit Cost function to work. Can someone direct me to the security access area. Or is something else. It doesnot allow me to put a pending cost and data. I have a number stock items that need updating.Thank you@Evan G

1 year ago

xkylewrightxSemi-Pro I

asked in Distribution

How to keep SO open after creating shipment?

Hi everyone,I was wondering if anyone knows of a way to keep the Sales Order status ‘Open’ after creating shipment?We use either create shipment, or quick process, to create shipment, confirm shipment, and print shipping confirmation - But want to go back and update details on the SO such as price and CustomerOrderNbr after the order has shipped.TY in advance!

1 year ago

fosterjeff01Freshman I

asked in Distribution

Premium Freight on SO in Mobile app?

Am I just missing it, or is there no way to add Premium Freight to an SO in the mobile app? I’ve looked everywhere but can’t find it, which seems like a strange omission. If not, does anyone have a customization for mobile that adds it?

1 year ago

victoravila63Jr Varsity III

asked in Distribution

How Can I remove this line with scanner?

Hello: How Can I remove this line, that was created by error: Thank you

1 year ago

estebanperalta54Captain II

asked in Distribution

Standard POs vs Blanket

I’m looking to see if there are any updates to a standard type PO when I create a normal PO and associate them but it looks like nothing happens to the standard one. The only reference I see is on the normal PO. I was thinking it might keep track of qtys similar to a blanket but looks like a standard is just a template and can be either be open or close. Anyone have different thoughts?

1 year ago

gpineda64Jr Varsity III

asked in Distribution

How can I print Shipment Confirmation form SO642000 automatically upon status changing to Confirmed?

The user is confirming the shipments automatically upon the write-back after shipping in StarShip and they would like the Shipment Confirmation to print at that point.I need to print the Shipment Confirmation form (via Device Hub if needed) when the Shipment status changes to Confirmed.Thanks

1 year ago

ranjithd46Freshman I

asked in Distribution

How to remove default warehouse and Location field data for the Stock Items by using import Scenario

1 year ago

jcox43Freshman I

asked in Distribution

Discontinued Item Replacement Recommendation

What is the best way to handle an item that is being discontinued but would like to cross reference to a different item for sales orders. Would “Related Items” be the only way to handle this or is there a difference way? Using Related Items doesn’t seem to work if the item is set to “inactive”. Thanks,Justin

1 year ago

dougmcbride79Semi-Pro I

asked in Distribution

Where to find "YTD Sales vs Quota" and input Quota? Key Customer Growth?

In the Sales Manager Dashboard there is a “YTD Sales vs Quota” box. Where do we input "Quotas"? And the YTD sales is blank. Can someone direct me where to input the Quotas and how to get the YTD sales to show up? Also, the Key Customer Growth box is also blank. Where do we input data or make selections so we can use this display? Thank you for your help.

1 year ago

psoni1585Varsity I

asked in Distribution

How to handle spare sparts sales and add costs to main item and see how much it the total sales cost of main item

Hi,We have a below query from a prospect regarding the sales. how we can handle it in MYOB Advanced/Acumatica.After selling a vehicle (stock item) to customer, there might be some extra costs (such as fitting in spare parts for customers) on company cost, then how can we apply these extra costs on that vehicle already sold, so that we can see how much is the total sales cost for that vehicle? Thanks.

1 year ago

michael73Jr Varsity III

asked in Distribution

Easypost Worldwide Express

I configured out clients Easypost account and was able to easily add nearly all the UPS services I need EXCEPT for Worldwide services.I checked on Easyposts’ site and they do support them but they don't show up in my available services. What am I doing wrong?

1 year ago

dougmcbride79Semi-Pro I

asked in Distribution

Customer Portal: Can the customer complete data fields about specific product purchases

Can the Customer Portal be configured so the Customer can input a few fields of data about specific products the customer purchased?

1 year ago

tararosenthalFreshman I

asked in Distribution

Promise date for in-transit or transfer orders

Is there an option for promise date for in-transit items like we have with purchase orders. The only date option I see there is expiration date. I’m trying to keep track of when inventory will be available for customer purchase in our reports, but I’m struggling with in-transit items/transfer orders.

1 year ago

krausef77Semi-Pro I

asked in Distribution

Adding Selector for UOM on Location for Inventory Transactions

Hi All, I am trying to add a Selector column onto the Location Selector that will show the Base UOM of the Item: For the Inventory ID itself it is pretty straight forward:Yet, when I follow the same logic for the Location, it reduces the Selector to Location ID and Description rather than adding the Base UOM. I tried it with InventoryItem and INTran UOM.Any guidance on how I can accomplish this?I am just not sure what the steps would be to add the UOM onto a Selector field where the Primary DAC is not really related to the Inventory ID. Yet, QTY on Hand shows up, so there has be some relation to the Inventory ID we could utilize?Any help or ideas are appreciated!

1 year ago

IvanVarsity I

asked in Distribution

Cash Account and Payment Methods interconnection

Hi,Recently I get acquainted with fields cash account and payment method while creating BillI discovered that in Acumatica cash account and payment method are linked and have their own logic, that does not allow to create cash account with unsuitable payment method and vice versa.My aim is to verify that cash account and payment method are valid. I started searching and found PaymentMethod entity in endpoint However, I cant found Cash Account entity here. I can open only cash account screen My question is : how cash account and payment method are linked ? For example : I need to create bill, I can do GET request to PaymentMethod and retrieve paymentMethod, but how to get valid cash account ?I know that I can check available cash account in Payment Method tab But I need to automatize it. How can I get available cash account for specific Payment method by request ?Thanks

1 year ago

frankfiorentino81Jr Varsity III

asked in Distribution

Convert Quote to Blanket Sales Order Type

Is it possible to convert a Quote to a Blanket Sales Order?

1 year ago

DonGreenFreshman II

asked in Distribution

Preview InventoryItem Inquiry That has ALL Field Details including Attributes

I had stumbled upon an Inquiry screen that allowed me to Preview and Export to Excel ALL InventoryItems and their respective field values including Attributes. I am struggling to find that Inquiry. The output Excel filename began with Preview - InventoryItem Inventory Item then the export date.Looking for help finding such a standard Acumatica Inquiry screen.Thank you,-Don Green

1 year ago

rbrownNAWJr Varsity II

asked in Distribution

Ability to specify whether Signature is required Fedex

Is it possible on a per shipment basis using the standard Fedex plugin to specify that signature is or is not required. We know how to setup the Carrier so that the Service dictates whether signature is required or it is ALWAYS required or not required but it would be nice to dynamically specify that per shipment or per customer. Additionally, Big Commerce supports the ability to specify special shipping instructions, these do not currently integrate to Acumatica and there is also no location to even manually enter those so that they would be included on the shipment. Sending special delivery instructions would be a great feature.

1 year ago

rashmikamudalinayake10Varsity I

asked in Distribution

Issue in Sold Since Functionality of Inventory Lookup in Sales Orders

The “Sold Since Functionality of Inventory Lookup in Sales Orders” seems doesn’t work properly. Any idea how to fix it?(In addition, sometimes the date picker is visible and some times It doesn’t).Used Acumatica version - 22R1Used data set - I100Relevant snaps are attached below:when All items radio button is selectedwhen Sold Since radio button is selected

1 year ago

Fie

asked in Distribution

Adjust decimal place in Stock Items Conversion

Hi Acumatica Community,Seeking your assistance with my concern,Currently the Stock Items Conversion is set up to 6 decimal place. In the Companies Screen, I already change this into 3 decimal place in which I wanted to appear.But it is still the same.. (no effect)Do you have any suggestion for my concern?Thank you!

1 year ago

PorchlightZachVarsity II

asked in Distribution

22R1 v118 & v120 not attaching incoming mail to purchase order activities

The second week of March we upgraded from 21R1 to 22R1. Immediately after the upgrade all of our incoming emails related to purchase orders started failing processing with this error: CR Error: Unable to create new case. Business Account is Vendor. Following the hint of the error message, I created customer accounts for a couple vendors. While this makes the error go away, these messages are now turned into Cases instead of being attached to the related entity. This seems to only be an issue for purchase orders. Our incoming sales order emails are attaching activities normally. Originally I thought it was because those emails come from Customers and not Vendors. However, at the end of this message I’ll go over some of the testing I did before posting here. The results suggest this is more than just a vendor/customer issue. Prior to the upgrade, we had a total of 20 incoming purchase order email messages fail for some reason or another. Now, they're all failing until I create a c

1 year ago

AChurba

asked in Distribution

Notification Template - Invoice.Note

Greetings,I working on some customized notification templates for Invoices in SO.30.30.00. I have 98% of the template completed, however the need for the Invoice.Note element is missing from the AR Invoice/Memo list of data fields.Can someone suggest how to obtain the Invoice.Note for utilization in the custom Notification templates?The use case so far is for referencing original invoice notes on credit memos. The note functionality is a powerful feature in Acumatica and having it available can greatly increase information to the end usernotification recipient.Thanks.

1 year ago

helpdesk37Freshman I

asked in Distribution

Automation Schedule to prepare and email statements

How do you verify whether an automation schedule to prepare and email statements is working?

1 year ago

yogenderyv68

asked in Distribution

If the requested on is changed on sales order, how to create a approval step

I want to create a approval step on the SO screen if the requested on date is modified.

1 year ago

NAthukorala47Jr Varsity III

asked in Distribution

Disable notes/files in every single form at once

Hi, I need to disable all the notes and files in every single form. I could not find this in Access control level and How could I facilitate this? I referred those two links. https://community.acumatica.com/develop-customizations-288/prevent-updates-of-notes-and-files-if-the-transactions-are-in-released-status-conditionally-13791https://stackoverflow.com/questions/35664927/prevent-update-of-note-files-on-disabled-views Could we make a import scenario and make the updates? or Is this a customization? RegardsNethupul

1 year ago

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