Distribution

Will someone tell me your best process for moving revenue from 1 project to another project?  We need to do this in a way that will have the Project WIP Billed to date report correct as well as the AIA reporting. Example:Project XYZ has revenue (billed to date) recorded to it from migration and should have gone to Project ABC Currently the AIA and Project WIP reports are reflecting that Project XYZ has the revenue (billed to date) We want the AIA and Project WIP reports to reflect the Project ABC has the revenue (billed to date) Thanks

Has anyone out there developed a functional supplier scorecard highlighting delivery, lead time, cost, etc.? We are only 6 months into our Acumatica journey, so have plenty to learn but thought I would reach out to get a little direction to start this project. 

Has anyone had experience with Fusion WMS?I am getting a login error upon sign in to the fusion app on our tc21 scanners that says “Error: The request is invalid” I can sign into the acumatica app with the same account no problem and The user has all the correct Fusion and Branch access roles. I just wanted to see if there is a step im missing or anyone has had experience with the mobile app. 

There are situations where we order materials without a formal PO and wait until we have the bill in hand.  Is there a way to Quick Process (in a similar manner as SO > Shipment > Invoice) a PO so that the Purchase Receipt is created/released and the bill is created in one step?

Unable to Map the Template Item to a child items even I selected the ‘ Allow Edit Template “ in item class and No open Orders as well. 

Does anyone know if there is a way to require Sales Allocations in order to create a shipment but prevent the auto allocation during order entry?I’ve tried utilizing the SO order type and enabling the “Require Stock Allocation” but that just makes it function like the SA order type which will allocate at entry time.This is causing issues where production could receive in production orders creating inventory on hand for an item. Then a new order is entered and consumes the new inventory before the allocation process allocates to a back ordered line.

Hello Everyone,We are working on a custom screen with 2 dropdowns, to load attributes as multi-select Combo.If we try to load all attributes, able to select save as expected. When we try to load the dropdown with some filter like load attributes based on Item class selection(Other field), dropdown values are loading as expected, however, while saving the record, selected values are getting cleared. Any input on this behavior is much appreciated.Thank you !! Best Regards,Vidyakeerthi K   

I have created several stock items using the create template item functionality.  I set the pending cost and pending cost date on the template.  The items are created with the pending cost and pending cost date, but they don’t show in the Update Standard Cost process list.  Items created normally are listed in the Update Standard Costs process window.

Vendors have some general purchasing requirements that are indicated in Attributes on the vendor profile:We need to display these values in the summary area on the Purchase Order form for comparison as POs are being finalized. We know doing so on the main summary area would require some customization, but we were trying to figure out if we could tie a UDF to that attribute based on the vendor indicated on the PO.Any thoughts would be appreciated. The hope is we are missing something simple...

Good day,I’m having an issue with one of my sales orders. There is an unshipped amount outstanding in the sales order and I want to know where I can find the missing amount to fix it. Attached is the sales order and below it is the invoice for the order.Sales order Totals: Invoice Amount:  Thank you in advance for your valuable insights and assistance.

Hello,Is there any way to add this table to the sales order GI? We want to add the shipping contact on the sales order screen SO3010PL, and I was not able to find this table in GI. We have the following tables on sales order GI now, and I don't know which one is the main table for shipping contact. 

Hi EveryoneRecently We observed the Negatie qty and amount while creating a RMA Order using Add Invoice. I verified in another 23R2 206 Instance and did not observe the same issue. Any suggestions

Hi All, How or where do I fix a spelling mistake 

Hello,We would like the user to have rights to change the shipment date in this pop-up box.Shipping from sales order screen.This date is not editable by the customer.The user does have rights to change the date here on the sales order which accomplishes the same thing.  We just prefer to edit it in the popup box. I can’t find the pop up box in the security tree to ensure it is enabled.Any suggestions? Thanks!

Hi good morning,I have an inquiry. How do we correct a shipment that had been "UpdateIN" ? Is there a way to execute reversal or something? 

Is there a quick way to identify all invoices that were not emailed?  The Process Invoices and Memos screen is displaying invoices that were emailed as invoices that can be emailed.  Not sure why invoices that were already emailed are still showing up on the list when I select Email Invoice in the Action field (not all emailed invoices show up, but the list contains many).Is this a known issue and if so, is there a fix coming soon?

We have several vendors that will provide free freight if we order a specific dollar amount (ex. $3000).  Has anyone found a way to document this type of discount in the purchase order document so the buyer knows they can get free freight if they increase the PO amount to $3000. 

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On the shipment/packages Does anyone know if you can automate the “ADD SO SHIP LINES” to pack all the contents automatically?  For example if i only have one item, cut out the steps to add them.  Have it automatically pack the items.  

ACH payments are our primary means of remittance.  Our ACH payments are accompanied by an emailed Remittance Advice (triggered by a Business Event).  This has worked without issue for the two years we have been on Acumatica.  For the same amount of time we have been trying to get Acumatica to email a Remittance Advice when making an ACH payment for a Prepayment (out of Purchase Order). At first we tried making Active a stock Business Event, “Email Vendor ACH Prepay Advice,” which did not work.  We have subsequently tried numerous modifications.  Requests for Vendor Prepayments are fairly infrequent.  Sometimes weeks pass between a failed attempt, a modification and the occasion to try again. At any rate, here is what has most recently failed: Anyone have the magic combination to cause Acumatica to email a Remittance Advice for an ACH Prepayment?

We are transitioning to paperless picking and require a method to print labels for stock items, using information derived from the scanned lot number of the SKU attributes. Does anyone have suggestions on how to implement this? Thank you!    

How do I add an active notification source to resolve the error shown below? This error occurs when trying to SEND a Sales Quote from the CRM.  

Hi community! I have a customer that does a lot of customer consignment. They basically need to receive items into Acumatica and integrate with Pacejet because of the high number of inbound shipments. Acumatica told me receipt type SO shipment is not supported with Pacejet so I’m wondering if anyone out there has experienced something similar.

The user wants to use an RC Sales Order to return an item from a customer into the user’s inventory.  But it was a drop-ship originally from a vendor directly to the customer.  So the original sales order was Mark for PO and linked to a Drop-ship PO from vendor to customer.  Now, when processing the RC Sales Order to credit the customer and return the item to inventory, if they try to create a Receipt against the RC Sales Order, they get an error “Order RC R000xxx does not contain any items planned for receipt on date 05/29/2024”.  The system also won’t let them uncheck the “Mark for PO” box on the detail line of the RC Sales Order.  It seems like the only way to process the RC Sales Order is to create a Vendor Return, tell the system that the item is being shipped back to the vendor (which it actually isn’t), and create another PO and Receipt for the vendor and receive the item into inventory.  Then they can apply any vendor documents against each other to cancel out the fake return a