Distribution

This will better help us match our PO’s to invoices we receive from Vendor.

Hello, It is common that you create “Cash Customer” and by the end of the day you have a list of POS Orders for the same customer, like this: Is it possible that those five POS order create just one invoice? is there a feature in the module? 

Is it possible to track revenue for an inventory item which is rented out before it is eventually sold? There would also be a revenue share paid from the rental location back to the parent company. Thank you!

In Customer Screen Will have mail In three tab whereas in General Tab , Billing Tab and Shipping Tab I have already fixed General Tab Mail and Billing Mail Tab as per the below screenshot Need help to fix the Shipping Mail in the Generic Enquiry  Added Xml also - could you help me to add the shipping mail in GI 

Good day, We are receiving an error ‘location ‘MAIN’ cannot be found in system’ occasionally.  Any guidance on how to resolve the error will be appreciated. Kindly see attached a screenshot of our request and response logs.  Kind regards.Alecia

We have several customers that have 2 or more AP people and they want their invoices and statements emailed to multiple customer email addresses. How and where do we set this up?

Hi Connections, I have a question about intercompany sales orders > Sales Pricing not updating as configured. I've provided the scenario below.Let's say inventory ST0034 I am creating a purchase order on behalf of SERVICE EAST Company. Vendor will be a WHOLESALE company. I set the vendor pricing as "RM 200" and the sales price as "RM 300". As I can see in the PO, the vendor price has been modified in accordance with the vendor pricing document. Then I convert that PO into a SO after noticing that the inventory price has not been updated as per the sales price in the sales order. Still, it appears to be merely the vendor purchase price. Since it was an intercompany transaction, we defined the price in sales pricing,  Can anyone help me on this… Thanks in Advance.  RegardsRam 

Hi,Could please let me know that is there any option to disable the quick check option in “Cash Purchases” (AP304000) screen ?Thank you

Hi all - I have a customer that does transfers and 90% of the time will use the 2-step process.  Is there any way to default the screen IN304000 to Transfer Type = 2-Step?Thank you  

Attempting to overwrite assigned Inventory IDs to new Item Classes. The Item Classes show that the Purchase Unit for the SKU is set to EACH.  When attempting the import scenario we continue to get the following error.  Error: 'Purchase Unit' cannot be empty.Any suggestions on how to overwrite an item to a new Item Class and bypass this error. I have attempted to inject in the scenario Vendor > Purchase Unit > =’EACH’ and =EACH with no success.

I’m interested to see how other people are determining when an order has all the materials to be able to ship. The scenario is that I am working with a custom manufacturer that has a mix of stock items and make to order items on the sales order. What is the easiest way to see which orders have stock to fulfill all lines, i.e. ship complete?

I imported bank transactions for the first time and it’s bringing in transactions that we have already reconciled.  On the right pane, it looks like we can match them again.What’s the process? Hide each transaction one at a time? (No option to hide en masse, ugggghhh.)Do we match again and it and the following processes take the previous matches into account?

The help still refers to Tariff Code  

We are getting this error while creating shipment from SO 

Our company issues corporate clothing items from a central PPE warehouse for internal use by different departments (each have each own specific subaccount.I’ve set-up a “Clothing” Reason Code” under Inventory Issues which codes is to the correct GL Account, How do I set-up the reason code so that I can choose the appropriate “to” subaccount on each line of my Issue transactionI don,t particularly want to set-up a “clothing” reason code for each department’s subaccountThank you in advance

Hi! My client has a scenario where they shipped the wrong item so on the Acumatica shipment it shows the correct part number but in reality they physically shipped the wrong item. So they essentially want to do an RMA replacement order with receipt and issue line. The challenge is they can’t do Add Invoice on the order because it will bring in the wrong part number. Has anyone encountered this before? I’ve tried modifying the order types but I can’t get a receipt and issue line without having the original invoice. 

Need to use both Lot and Serial Tracking at the same time with the same stock number. Is this possible?  If so, what it the set-up? Thanks.

I have a generic inquiry that detects when a new order exists meeting the following criteria. Warehouse = ‘XX’ and InventoryID = ‘XXXXX’.The original order has a warehouse of ‘YY’. I can update the warehouse to ‘XX’ two seperate ways.Going directly into the sales order and change the warehouse from ‘XX’ to ‘YY’. The business event fires as expected. Mass Updating the warehouse from a standalone generic inquiry from ‘XX’ to ‘YY’. I do NOT go into the sales order to update the warehouse. The business event does NOT fire.The trigger conidition on the business event is record inserted.  

There are definitely some issues with batch picks and order picking in general...  I have learned that Acumatica has limitations for this functionality such as changing locations on the fly and it also does not pick from locations with the larger/exact qty…   My biggest frustrations from an operations standpoint: Unable to change locations on the fly when using scan guns for picking. (We write down on the pick list where it is pulled from and change it on desktop pc when confirming the shipment) When batch picking you can not edit shipments attached to the worksheet (If we are out of stock or short a qty on one order, you have to delete the entire shipment from the worksheet to make changes) When picking orders Acumatica only sends you to the highest priority location, or the location numerically/alphabetically first and not to a location that holds the exact qty(Example: I have a line item for a whole pallet

I’d like to have a copy of our Live Database for Testing purposes but without all the uploaded files we’ve made such as images which accounts to about 70GB of space.  Is this possible and How to do this?  

We’re running 22R1 and having an issue with users being able to upload images of HEIC file type. We’ve added this file type to the file upload preferences screen and selected the check box for “image”. However, when we try to upload this file type from the mobile app, it says that this file type is not allowed. Anyone have any ideas on what is going on here?

Hi All, Can anyone Help in providing some insights on creating Sales Report  by Month , Quarter, Year  comparison with previous year  and MTD and YTD 

We have 5 different Pivot table that use a single Generic Inquiry(GI) as the source . Does this affect performance ? When I open one of the Pivot table which has 190,000 records in it . Th system takes about 30 seconds to load before displaying the records in the Pivot table. I am wondering since a single GI is used as a source for 5 Pivot tables , it takes around 30 seconds to display one of these five pivot table or it is because of the number of records(190,000) in this Pivot. What would you recommend to optimize or streamline ?

Help, please. I am trying to Mass Update the Shipping Rule for all our customers from Back Order Allowed to Ship Complete.   

I have a customer who’s inquiring about increasing the Inventory Segmented key from 30 to 45 characters.I’ve asked for the reasoning behind this and will see if using Inventory Subitems might be a solution.But, I’d like to know if increasing the length can be done and if so, are there negative repercussions throughout the system (other then display issues due to length on reports and/or screens)?Thanks!