Distribution

Hello,In the Process Orders screen, set the action to “Create Shipments”:It shows all sales orders within the selection dates.Even if there is no quantity in inventory.Shippers want to use this screen to ship everything they can, and this screen if perfect for that.  However, they only want to see what can actually be shipped.  There is no quantity on hand or quantity available shown that you can filter on. Am I missing something here?Is there another screen that will allow them to see all SO lines with an available quantity that they can ship from?I could write a GI or something, but then they have to open to SO and ship from there.  Shipping people shouldn’t need to ever open a sales order to ship it.Thanks!

On many of our dashboard widgets we have set our “how often to update” feature to one week.  So the widgets should  update just once every week.  However, whenever we log into a dashboard, we have to wait for the widgets to update.  Is this updating to often a known issue? Is there a way to fix it? 

Hello!In Acumatica, we can create purchase orders by selecting mark for PO on sales order line level.Likewise, is there any ability to create bills without any purchase orders? 

It appears the only option for selecting the subaccount on a reason code is from I - Inventory, P - Posting Class, R - Reason Code or W - Warehouse.  How do we indicate that the subaccount should come from the Project settings? If this is not possible, what strategies are you using to solve for this?

Hi community,Our tenant was upgraded to 24R1 on 8/23.  We then found we were unable to pull shipping rates via FedEx.  Checking the FedExRestCarrier plug-in configuration revealed the upgrade had removed all data in the following fields:  Client ID, Client Secret and Login Endpoint.I logged into our 24R1 upgrade sandbox and noted that the data for those fields was intact.  The upgrade applied differently to the sandbox than it did our tenant.I re-populated the data in our tenant and clicked on Test Connection, resulting in error:The test failed. Details: The authentication failed: NOT.FOUND.ERROR The resource you requested is no longer available. Please modify your request and try again.Obviously, availability of FedEx’s API is not the issue.  And our other FedEx RESTful integrations remain fully functional.Did anyone else have this issue?  If so, has it been resolved?  We have had a support ticket in since 8/23 with no results.Thank you,

A SO shipment is processed on an item and shipped An invoice is processed and released After a while the item is returned A CM is created on that Shipment Enter the Pick Pack Ship screen and enter @soreturn The field requires a shipment number which is entered  error message appearing on both scanner and PC “shipment cannot be returned because it has the I operation”That is it but sitting with support who cannot provide a solution or answer. 

In a sales order, I initiate a document exchange via e-sign so that the order confirmation is signed.However, this document should not only be in the sales order, but should also be stored in the customer.Is there a way to automate this?The manual method of adding files and links is cumbersome.Thank you! :-)

Hi All,I am looking for a GI for Inventory movement with the following conditions/parameters:A period that can be selected – ie from date to date. Select different groups or categories to run an overall movement report – this is for movements on individual items only Run a movement per supplier Show Item Class and Item Category Average unit cost

How do you create barcode labels for stock items using the report designer?I have configured the report to print barcodes for each item, however, the printed bar codes for each item are all exactly the same. Am I missing something here?  

Good day.Shipping/Receiving fails to timely process RM (Sales Orders) in timely manner causing the date issue to have an error.  It simply not a priority; It is not a timely process.  It is month end thing.  The sales person processes the RM by adding the Invoice item; shipping waits until the item is returned which takes a week or more to come back.  The line items is expecting request date that is unrealistic.  Any way to turn off the date validation and then let them process based on the current date.  My thought is to have them change to request to the current date or match the date.  Any thoughts?Thank you@grillevan 

I am keen to know how the configuration is like to be able to switch between inc/ex tax pricing in sales order. Ex: A product has price set in Sales Prices $110 (GST is included). When sold to customer as inc GST of 10%, the price is $110, order total is the same.Sold to customer as ex GST, the unit price is $100, total $110.No matter who the customer is, the order total should remain the same i.e., $110.Have tried using Tax Calculation Mode but it only affects how tax is calculated. Changing Net vs Gross affects total price where this should remain the same.

We are a wholesale distributor in a B2B setting. We have a minimum order of $500 to get free shipping, and this is based on the actual available to ship inventory, not the order total. Basically, if you order $500 from us, and 1 item is backordered so the total available to ship is only $450, you will need to either add on more items to hit $500, pay the freight to ship to you immediately, or wait until the backordered item arrives in stock.In the Sales Order screen, Acumatica shows the order total. When a shipment is created from the sales order is there a way to get the dollar value of the shipment to show anywhere? We need to know the total value of what is actually shipping.I am hoping one of these options would be easy-ish to make work? Is there a way for me to do this, or has anyone had to create a report or GI that calculates this they can share?2 possible ideas?Thanks for any insight!

Has anyone runs into issues with cycle counts within Acumatica… we have more and more customer wishing to do specific cycle counts that Acumatica can not do…. 

My client would be sending several items to an outside processing center, on a purchase order/transfer, that would be assembling them in a kit, and then the client wants to receive the kit back into inventory.I liked Outside processing without manufacturing mode, except for it didn’t provide a solution for how to receive the processed item in as a separate part number, and I also need to assemble the kit, which I feel a business event could handle on receipt of the kit item number.

Hello, I created a report that print labels for items on purchase receipts. I want to have the ability to select one inventory item off of that PO receipt to be reprinted. I added a parameter for InventoryID from the POReceiptLine.Inventory ID field. However, when I open the dialog window, the system shows all the items in the system and not just the items on that Purchase Receipt. I would like to filter the Inventory ID field to just the items on the Purchase Receipt. Is it possible without customization?   

Hello!I was wondering if it is possible to partially invoice a Sales Order of the IN Order Type? I have a customer not shipping order in Acumatica so they are importing them as the IN order type so they can invoice customers as items are shipped on their external system. Most of the time they are partially shipping items and therefore need the ability to partially invoice only the items that have been shipped. Thanks!

I know this has been asked before but i want to be able to restrict items to certain branches so a user can not add them to a sales/purchase order in a different branch. I would like to do it by branch but if a solution worked for warehouse then that is fine too. I tried following this post below but it did not work.  

 Hi,Version: - 22.207.0013i would like to add new custom value in reasons combo box of opportunity close won. I unable to add, can anyone give me suggestions for this modification.     I tried in this version 22.207.0013I tried as field in the left-hand side, select the field reason click on Combo Box Values,add new values but unable to do it.I need to add custom value in reasons combo box of opportunity won/close.I tried so many times solutions, but it is not working.can anyone help me for this modification? I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?Thanks in advance.

HI:I was surprised that I could not find the Generic Inquiry: “Item Availability Data” under the workspaces.  Fortunately the I100 Integration Scenarios course mentioned the screen id: INGI0002. I rebuilt the Fast searching index but still no luck.Is that normal?Please help.ThanksToon Six

As a potential customer, I’m evaluating Acumatica as a replacement for an aging ERP system.  We have a home-grown CRM system for one company with an attached mobile app that is used to build quotes and create orders in that system.  It calls a web service in the ERP system to simulate an order to get pricing, shipping costs, and tax rates and a few other indicators relative to the sale.  The order is not a “real” order until released to the ERP system for shipment and some orders never hit the ERP system.  Is it possible to simulate a sales order (or quote) to get back pricing details without creating it, i.e., do this and give me the details but don’t commit? Or do you have to create then delete which seems like it would increase the transaction burden?  I have reviewed the web service endpoints and REST API classes but haven’t found anything that indicates the possibility.  Thanks.

Good day,I have setting questions;  Is there a purchase order setting that will allow the user to select the item(s) they want on the purchase receipt when here are multiple line on the PO.  Right now, when the user creates the purchase receipt  they delete the items not received.  It causes the PO to remain open but if they forget or move forward we can receive items into inventory that have not been received.  I want to user to be able to select the line(s) on the PO first and then only those items will be on the PR.Any suggestions.@Evan G 

Just started using Acumatica 5 months ago and I am the person at my company responsible for getting it sorted out for the other employees...so I’m the pioneer that gets to take the arrows learning how to use the software...so my question is this..I want to know if there is a way to make kits (aka custom assemblies) in Acumatica?For example, Lets say we take 2 -3 stock items and want to bundle them together as one part number for a customer. In this example we would have one custom part number that includes those 2-3 parts, perhaps some labor and then all those items roll up into that custom part number with a custom price.Currently I see how to do it in the software, but it requires us to go to the “stock items” page.. make a part number.. then run over to “Kit Specification” area and build it out… then run over to the “Kit Assembly” area and type in the part number once again and “assemble” it… and then run back to the “stock items” page to see the price. At which point we can go back

All Data Parses Accurately when scanning using (30) or (37) however UOM “EA” does not populate and causes error in processing transfers. Cross ref in Stock Item Screen with associated UOM States (30) and (37) are effective however do not specify UOM like (3202) LB etc 

Hi,I’m encountering an issue when trying to import the sales price using an import scenario. The error message I'm receiving is: 'Expiration Date' cannot be empty. However, I have already mapped the Expiration Date field, and it contains data.I am currently on version 2024R1 (Build 24.109.0016+).Could you please assist with this issue?Thank youJennifer

Hello,we are trying to update some fields in Stock Items screen using webhook and its working without issue, but the problem we would like to return some custom message after update is done. Can you some please help us how we can achieve this. we are in build 24R1 version 24.107.0004. Please have a look at sample code below using System;using System.Collections.Generic;using System.Threading;using System.Threading.Tasks;using Microsoft.AspNetCore.Http;using Microsoft.Net.Http.Headers;using Newtonsoft.Json;using PX.Api.Webhooks;using PX.Data;using PX.Objects.CR;using PX.Objects.PM;namespace TogglWebhook{    public class TogglWebhookHandler : IWebhookHandler    {        private static readonly JsonSerializer Serializer = new JsonSerializer();        public async Task HandleAsync(WebhookContext context, CancellationToken cancellation)        {            if (!context.Request.Headers.TryGetValue(HeaderNames.Authorization, out var authValue))            {                context.Response.Sta