Distribution

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

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  

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.