Distribution

As a new user to Acumatica I am trying to figure out how the software works and there is one thing that I just can’t figure out. I was wondering if there was a way to run a sales report. Specifically is there a way to see what the sales are by day/month/year?Basically a report that shows the date, and how much was sold that day/month or year? After looking all over the place on the Acumatica software I can’t find it anywhere. If it isn’t possible then I will save a ton of time looking for something that isn’t there. Thank you very much.

Hello Everyone,We've recently completed a Shopify integration and are encountering an unusual issue. Could you please review the details below and assist with a solution? Error: An inconsistency occurred during synchronization of the sales order lines. Please resynchronize the order. Thank you for your help.

Our client has many PO receipts from when they went live where the received quantity does not match the order quantity or billed quantity, but the dollar amounts match.  The client has created returns for these receipts that also have quantities that do not match.  Will Acumatica allow them to create a bill for the receipt and create a debit memo to apply to the bill if the quantities are off?  Is the PO link truly broken so it would work?  They currently do not have a test environment-space issues to test it out.                            $              -                              $          (256.50)  $               -      $              -  

We are having an issue with our 3-way match.Issue PO - ok Goods received - ok Invoice received, but cost/quantity does not match PO for some reasonI’ve read that we’re supposed to do a return transaction and then re-receive, but we often can’t do the return transaction, because doing so will throw us negative (and the system kicks an error that won’t let us proceed….we actually have negative inventory enabled).What is the best way to proceed in this case?  

Hi All,we created a GI and published to UI with granted for all roles, next we created business event with GI and added a email subscriber and schedule also. Now in system monitor we are getting below errorwe are in 24R1, version 24.107.0004. Can someone please help us what the issue is about.ContextScreenId = GIXXXXXXContextUserIdentity = adminCurrentCompany = companyEventID = Scheduler_SchedulerThrewExceptionEventIdSourceContext = SchedulerException =PX.Data.PXException: Error: A site map node with the screen ID GIXXXXXX cannot be found.   at PX.Data.PXGenericInqGrph.CreateInstance(String screenID, String prefix)   at PX.SM.AUScheduleMaint.CreateGraph(String graphName, Boolean secure)   at PX.Data.Process.ScheduleProcessor.ProcessSchedule(AUScheduleMaint graph, AUSchedule schedule, Object key)   at PX.Data.Process.ScheduleProcessor.TryProcessSchedule(AUSchedule schedule, AUScheduleMaint graph, Object key, DateTime nextrun)

Hi team, is there by default, or has anyone had success customizing a ‘first sale date’ on the stock item profile? This would function as the date of the first sales order released which contained that SKU.  The idea being we could use this to report on product lifecycles. For instance, products are tagged as ‘Launch’ if their first sale date is <12months ago. We would then run a scheduled automation monthly to switch SKUs into the next sales phase at 13 months.Thanks!

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good day everyoneanyone can help me  what would be  the proper procedure in this scenario: i made a SO, then create shipment for it then invoiced it. the thing is i forgot in SO the column of shipping rule was tick as cancel remainder, it supposed to be back order allow, but i already made shipment and invoiced it already.the status of SO is ‘Completed’, the status of shipment is ‘Completed’ & the status of invoice is ‘Open’ we did not aply payment yet to this transaction because we made mistake from SO in column shipping rule and we are trying to find ways how to revert the transaction from invoice to shipment and the inventory to return to warehouse location and we can correct the SO to use it again.can anyone enlighten us abt this matterLooking forward for your helpThank you  

Very Cool new surprise for 2021 R1.  Dead Stock inquiry screen lets you see non moving inventory. Here’s a quick video.  https://youtu.be/vkh6yhUK1qA 

We have a client who is a “construction” company which also does manufacturing.  Since the materials they purchase ulitmately is applied to a project, they are required to pay sales taxes on their raw materials. Ideally, we’d like the PO and AP bill to calculate the sales taxes on the purchased goods (configured for Sales Tax Input), but would like the system to treat the sales tax as a landed cost to increase the value of the inventory.It seems like there are two mutually exclusive paths here:Configure the system to calculate the expected sales taxes on the PO and AP Bill by assigning tax categories to the stock items, tax zones to the vendor locations, and setting up the Sales Tax Rates with an input line. Do not configure the system to calculate the expected sales taxes, but rather enter the vendor’s taxes as a Landed Cost Accrual transaction to adjust the value of the received inventory, then add the LC accrual to the vendor’s invoice.  I suppose that if we’re using line-level tax

My company charges actual freight to our customers.  We collect payment for the product when the sales order is entered.  Freight is added before shipment is confirmed.  When the invoice is released a payment is created to cover freight.I get another process has updated the ‘ARRegister’ record.  Your changes will be lost error.  The following code does create the payment, but the payment staying in Pending Process status and the Invoice is not released.  I would like to be able to release the payment and the invoice.  Is there a way to do this?if (pay.PaymentMethodID == "TXCRCARD"){    if (doc.CuryUnpaidBalance > 0)    {        var invoice = Base.Document.Current;        var createPaymentDialog = Base.GetExtension<CreatePaymentExt>();        SOQuickPayment dialogInfo = new SOQuickPayment        {            CuryOrigDocAmt = balance,            PaymentMethodID = "TXCRCARD",            ExtRefNbr = Base.Document.Current.RefNbr,            Capture = true,            CashAccountID

Can you enter a blanket purchase order for services(consulting) with Acumatica warning when total invoices have reached the total on the blanket PO?

Hi everyone,We're currently using Pacejet integrated with Acumatica and have run into an issue with the shipping terms we've set up. We've configured our shipping terms to add a markup based on the shipment, which should reflect in the freight cost and invoice amount. However, after Pacejet completes the shipment and writes back the data to Acumatica, it seems to override both the freight cost and freight price that we initially set up.While I understand that markups can be configured directly in Pacejet, these appear to be solely based on the shipping cost, with no option to base them on the invoice amount.Has anyone encountered a similar issue or found a workaround for maintaining the shipping terms markup after Pacejet updates the shipment data? Any suggestions or ideas would be greatly appreciated!   Thanks in advance!

How do we Override email for Customer statements? When I select Recipients→ Override Recipients, the account default email still appeasrts in the Recipients section. In the image below, we only want the Statement to be sent to the Contact email and not the Billing email. The Billing email will not delete or allow us to overwrite it.   

Hello,  It’s worth asking rather than googling. Does Acumatica Mobile app exposes Shipment Screen ID SO302000 by default or is there a custom package which shows how to do it? We can add shipment screen in Mobile Application in Custom package, but doesn’t Acumatica have these already defined with the structure required for all users to view the shipment screen and to take action? We have several defaults provided but not few other important screens like Shipments, we do have WMS but that doesn’t list shipment screens either.Has anybody done the Shipment screen for view of shipment document, if you can share the container information of showing that wld be awesome. Thanks 

We want to make sure we are paying the right amount of money to our vendor . We do not want to overpay or underpay. I would like to know how to achieve three way matching in Acumatica.

Cannot get GS1 Barcode to apply "EA" UOM using the COUNT (30)  or VAR COUNT (37) AI.Any Suggestions greatly appreciated, I have no Issues using WEIGHT (3202)All other data parses accurately (01) GTIN (10) Lot (17) Exp Date when scanning 

Hi,There is a sales order which does not tally the line taxable totals and the summery taxable totals. It correctly shows in the taxes tab and the totals tab.  This is a one time issue which cannot be replicated. Do you have any ideas on possible reasons and a way to correct?Best Regards,Dulanjana

If yes , How and When ?If no , Why ?

I have a list of purchase receipts . I guess some of those purchase receipts are manually created in Acumatica in the Purchase Receipts screen. How to segregate the purchase receipts that was created manually from the list of all Purchase receipts.

We have a situation where purchase orders have to be generated based on sales orders, however the purchase order cannot be made until after the sales order has been invoiced.  Only after the invoice has been generated and sent to the client is the purchase order made.  This means that we need to sell the item before it is received.  However if you mark for PO a line in the sales order, you cannot invoice that sales order line until the purchase order has been received. I am wondering if anyone in the community has run into this before.   Any suggestions on how to generate purchase orders from invoiced sales orders without having to create the purchase orders manually.Thank you.

 Hi Team,We don’t want to scan the Original location. Directly scan the destination location, and then scan the item.  When we scan the Item, it should take the default location from the item as the Original location.We are trying to override the ScanMode related methods, which doesn’t help.Any inputs or references on this are much appreciated !!  Thanks & Regards,Vidyakeerthi K  

Can someone confirm if this is the correct QtyOnHand calculation? We encounter the following scenario frequently and it seems like a bug.When a shipment is invoiced and the invoice is created with the “Credit Hold” status because of the customer payment terms, the stock item from the shipment still shows On Hand at the origin warehouse of the shipment until the Invoice is Released.I’m not understanding it what scenario a company would want to report already shipped inventory as still at the origin warehouse, just because the invoice has the Credit Hold status. What am I missing here?

If I set moving average for Replenishment source : PurchaseWill the same moving average also be automatically considered for Replenishment Source : TransferIn the below , if moving average is set for warehouse 1 , will the same moving average apply to warehouse 2 , 3 and 60 ?