Inventory, Orders Management, Warehouse Operations
- 1,423 Topics
- 5,512 Replies
Hello Everyone,One of our clients using the Pricing Analysis functionality in the Sales Order screen, but we do not want to show the Zero unit cost items on it.If anyone knows about this functionality could you please let us know how can we achieve this? Please find the some screenshots for your reference.
I have created a second PXSelector that mimicks the behavior of the out-of-the-box UOM field in the Sales Order entry screen. I have detailed the process of creating this below; I have basically copied all the elements I can find from the existing UOM field (and renamed to jUOM as necessary). Everything works, except I get an error when saving the Sales Order document that says “Invalid column name ‘jUOM’.I am stuck trying to figure out how to create an extended field on the SOLine cache that can save the value chosen by the user for this second UOM field (called jUOM) to a field in the database.I confess to not really understanding how the out-of-the-box UOM field is being saved to the SOLine database table, which is part of my problem. I have played around with using PXDBString etc, but that breaks the UOM selector (can’t be used with the: [INUnit(typeof(SOLine.inventoryID), DisplayName = "jUOM")] DAC field declaration).Can someone help me makes sense of what’s going on with these U
We have a few items that the Vendor is requesting that we order in multiples of 10. We thought of doing a Pop-Up Note for the item so it would appear when placing on a PO, but then it appears on the Sales Order screen also. This is confusing to the order entry users. Any other suggestion on how to accomplish ordering the correct amount on the PO?
I’m currently upgrading to 21r2. I have a business need for a warehouse restocking report. This is different than a replenishment or purchasing report.My goal is to make it so a warehouse picker never arrives at an empty Default Issue From location because it’s already been refilled by restocker. FIFO must be factored, when applicable.Consider an example Inventory ID `12345` that is Lot Tracked with a FIFO issue method. This item is stored in 4 different locations within a single warehouse:Location IDs for `12345`:——————PRIMARYPICK — Default Issue From location (this is where we pick from)STORAGE1 — Lot #3 (newest inventory)STORAGE2 — Lot #2 (older inventory)STORAGE3 — Lot #1 (oldest inventory)I need a report (or generic inquiry) to tell my restockers to refill the PRIMARYPICK for `12345` *before* the inventory runs out. It needs to direct them to the correct Location ID that should be used for restocking the PRIMARYPICK. In the example above, this would be STORAGE3 because it’s the ol
we observed bit different behavior in SHIP TO ADDRESS of Shipment screen. We have created Transfer type sales order, while creating sales order we have overridden the SHIP TO ADDRESS in Sales Order, then created shipment, now in shipment screen, when we uncheck the "Override Address" checkbox, the address are changing to some default address. Can someone please help us. we are in Acumatica 2020R2, build 20.208.0031, without any customizations. Is this default behavior of Acumatica ?Please have a look at below screenshots.
We are a distribution customer and new to Acumatica. So please be gentle in your responses as this is my first post. I did a forum search and believe that there are not any topics that have already addressed this question.We need the ability to either discount (up to 100% of the price) or provide an item(s) as “FREE”. Scenario’s when this is necessary: Carrier Lost Shipment, Item(s) damaged in Transit, Item missing from the shipment, warranty replacement or simply provide customer with a marketing freebie. . I consider all of these as advance replacement. One additional scenario is that we need to refund a portion of the original sales price because we charged the wrong amount (for an item(s)) on the original sales order (maybe a discount code or contract price wasn’t properly applied or our the owner of the SO just failed to give a 1x discount as part of a price match).The above scenarios are typically handles where there is almost never an expectation for the physical item to b
Hello,We seem to be having an issue receiving a 2-step Transfer Receipt in Acumatica 2021 R1 Build 21.104.0018. The first error message says the Vendor Currency doesn’t exist in the warehouse - in this case the vendor we’re receiving from is one of our warehouses.We’re kind of able to bypass this and add the transfer destined for this warehouse but when trying to release the Transfer Receipt, we get the error message below.
Hi All,Firstly the base Currency for the Tenant is AUD. Scenario:-I enter a Purchase Order in a USD Currency. USD $1.3888 to AUD $0.7200. I then click “Enter PO Receipt”. The Currency from the PO does not reflect in the Receipt. Therefore on receipting the Average Cost of the Item does not update to the new cost.Any help understanding this appreciated.Regards,Laura
Hello Everyone,What is the best practice for receiving inventory at landed cost when the freight is charged as a separate line item by the goods vendor?The distinction from using a Landed Cost document is that the freight is being charged by the goods vendor on the same invoice as the goods receipt, not from a separate freight vendor. The following idea has been submitted, but wanted to check if anyone had a good process for this while under review.Thank you!Luke
When you have an inquiry, you can copy-paste the data from the fields in that inquiry into a screen.I use Purchase data to build Sales Orders and I need to copy-paste a date. If EVERY digit is filled in, this works like a dream. If not, this goes very poorly. Can we force zero’s on dates so that copy-paste works as intended and doesn’t just give out bad data? Example of a BAD date: 1/3/2022Example of a GOOD date: 01/03/2022 Here is the issue: SOURCE INQUIRY (copying ETA field) DESTINATION FIELD Due Date, after copy-paste (without exiting the field): If you click or tab out of the field: So now instead of copying the correct date, it slapped in the day of “today”, but on the proper month, but then also applied the wrong year. Obviously, people who are constantly copy-pasting are going to miss this, and it creates a large burden of work on our end. Can we get dates to work like they should please? Hopefully, I’m just missing a setting somewhere :D
I am trying to figure out the best practice to structure my data for a scenario where I have many ship-to locations for individual billing addresses for a company.It seems to me that there are two possible ways to do this.The first would be to create a new customer for every ship-to location and then use the “Parent Account” relationship to link it back to some master account. Is there a way to derive the billing address from this parent-child relationship (child inherits bill-to of parent by default?) What are the options/consequences for financial reporting with this setup? The other way to do this is with the “Customer Locations” feature. So I would create a single Bill-To Customer, and then attach all the Ship-Tos as locations to that customer. The main issue I see with this is that I don’t see a way to attach Contacts to individual locations with this system. So if you have a large conglomerate with a bunch of different locations, there doesn’t appear to be a way to default or sub
I am trying to convert an attribute on the customer record to a doublewhen it appears on a GI so that the data can be sorted with it. I have tried using the formula editor and using the convert formulas, but the don’t seem to work. I get an error saying “Error: The virtual field SALES2020_Attributes cannot be used in a condition expression.”, SALES2020_Attributes being the name of the text attribute. This is what the formula looks like in the formula editor: Any help would be appreciated!
We have a need to dynamically set the from address on a notification template that is triggered/sent out from a business event. The general idea is that we want the from address to be one of our sales associates based on the record that is being sent from the business event GI to the notification template. the data is readily available, however, the selector for “from” only shows the system email accounts that have been setup, and doesn’t allow me to set the from address dynamically.In this scenario, actually each of the associates do in fact have a corresponding system email accounts setup.Does anyone know if this is technically possible without creating separate business events for each of our sales associates/from addresses?
We have individual SKUs that ship in more than one box. In the Acumatica pick, pack, and ship process, the Acumatica workflow seems only to accommodate one box / one shipping label per SKU. How can we print multiple shipping labels for a multiple-box SKU? We do not have Acumatica WMS. Your help is greatly appreciated.
Hi, When entering a new Sales order for Customer Urban Bar. Inventory ID FG0053310001. The unit price on the sales order shows .03 even though we have mentioned the unit price as 5.50 when entering the inventory item. Proceeding by manually entering the price of 5.50. What would be the intendent behavior. We thought to create a price list and add the price.Added to the price List.Created a New Sales Order and added the Item System is not consider Item price as 5.5. Need to add Expected Item Price on this.
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