Distribution

We’d like to “Update Matrix Items” with the attribute values that we’ve added to our Template Items. We learned, after selling some items for free, that it also over-writes the default price with the 0.00 from the Template. Our Matrix Items represent sizes and are each their own price, so we’d like to NOT update the price when we use the “Update Matrix Items” function. Is this possible?

Hello,I am trying to set up shipping rates in the Freight Rates tab in the Ship via Codes screen. I need the rates to change at certain volumes and weights, whichever is higher. However, despite all the help articles saying that it calculates freight first by weight, and optionally by volume, it seems to only calculate the freight by volume. Is there any way to change a setting so it will calculate freight based on the higher of the two, or is it only possible to calculate based on volume? Thanks for your help!

Hello all,I have been trying to fix the change ID error for the stock items. So I have 2 items with the same inventory IDs but under different classes.eg :3032 - item description A - item class A3032 - Item description B - item class BI created a PO with 3032 - item description A. And then i changed the Item ID for “3032 - item description B” to “B3032 - item description B”.But these changes got reflected in my PO too as:B3032 - Item Description A.How can I resolve this?I even tried to interchange the values as “A3032 - Item description A” & “3032 - item description B” but then my PO got changed to 3032 - item description A whereas the PO should get changed to “A3032 - item description A”. Thanks, 

I could not find any native report/menu that contained actual service level performance per SKU in a given timeframe.  Not sure if a GI is needed.  We’re currently on 2023 R2 upgrading to 2024 R1 next quarter.Is there any native reporting of service levels or is a GI needed?

Can attributes be deleted? Can they be modified? I have made some errors in setting up attributes and wish to modify or delete the incorrect Attributes. 

Hello! I have configured branches in my system and each branch has its own warehouse. My main branch transfer items to other branches but adding a charge. For an example, inventory cost of my main branch is 100 and when transferring we charge 30 and consider it as my income. For the destination branch item cost should be 130. No purchase order or sales order is created. Is there anyway I can set up this?Amanda 

Hello all,Can anyone let me know how can I calculate the revenue of an Inventory Item sold for a particular month?Thanks in advance.

Hello all,How can I calculate the Gross Margin for qty sold out in Acumatica?

Is there a solution yet for sending files attchements with a Business Event Notifcation?Cusotmer has attachments on each shipment and wishes to send email when shipment is confirmed and have the attchements included on the email.Thank youDale  

Somehow a lot of our Inventory on the Big Commerce site became “Untracked”. The check box labeled “Track Inventory” on all these items somehow became unchecked.Does anyone know how this happened and how we can fix this issue without doing it manually for each item individually? 

I have a long list of items listed in this screen but the items have already been received. Is there a way to get the items that have been received to fall off the Generate Intercompany Purchase Receipts list?

We use the latest 23R1 Github Lot/Serial Attributes customization.  The new table name that houses the attributes information is INItemLotSerialInfo.When we create a Production Order with a preassigned serial #, a record is created in the INItemLotSerialInfo table so that attributes can be added to the Inventory ID/Serial # record even before a Production Receipt brings the item into inventory.However, when we update the preassigned serial number (once a VIN is assigned to the vehicle, we update the serial # to the VIN), a new record is not consistently created in the INItemLotSerialInfo table.  This causes us to have to wait until the Production Receipt has been completed to enter the Serial attribute information.Any ideas for the inconsistent behavior and how to make sure a record is always created when a new preassigned serial # is assigned to a Production Order?

We just upgraded to 2023R2 and have issues with the Sales Order screen.When using CREATE SHIPMENT action on the screen, Order Date changes to Requested On date.Anyone also had this issue?  

I have a non-stock item set to Close PO Line: “By Amount”. If I add this item to a Purchase Order manually, the Close PO Line setting carries over to the PO Line correctly.If I use the Create Purchase Orders screen to create a PO with that same non-stock item, the PO Line is created with Close PO Line = “By Quantity”.  The Close PO Line field is not editable on the Purchase Order line and this is impacting our ability to process partial AP Bills correctly against the PO Line.Has anyone else run into this situation?Am I missing something in the configuration?  Inquiry showing the issue for just one of our items set to Close PO Line by Amount 

Hello,I have a purchase order that I cannot get to move from the completed to closed status. This PO has two prepayments tied to it, both of the payments are used in full against a bill that has multiple receipts. The issue seems to stem from the fact that the freight cost line (which is manually added) still has an unbilled balance on it. Our vendor provided a total cost of $8050 for freight ahead of time; however, this freight was received partially several times as multiple shipments came in. This appears to make the PO think there there are still unbilled amounts, and therefore will not move it to the closed status (even though the other receipts contain the balance). I tried to check the closed box on the PO line manually but I am unable to do so. Any ideas on how to handle this? Thanks!

Has anyone performed stock take for item that is allowed negative? I find that the Book Qty doesn’t look right. What do I miss?This what allocation detail says: there is 300 EA on hand and 100 EA shipped hence Book Qty should be 200 EA. The OH quantity is positive but it started from negative: Stock take is initiated and the Book Qty is 1200 EA. Then the following error occurs when trying to complete the stock take. 

I have an item I need to return but I don’t have any PO receipts. It had it’s qty set initially with a manual receipt and then the qty was updated with a physical inventory count. As far as Acumatica knows we have never purchased this item. Now I need to return this item to our vendor. Normally I would start with the original PO Receipt and process a return from there. Without that starting point what is my best path forward?

How do I set up approval map by workgroup? I keep getting a message that employee cannot be blank but I need to allow one of 2 employees to approve.

Hi ,Can we set up a minimum order quantity for an stock item which needs to be considered when calculating the quantity to replenish. Example : There is a item which need to be ordered at least 1000 qty for an each order. Otherwise it is not profitable with the high transport cost. Thank you,Dulanjana

Hello all,Is it possible that Acumatica can automatically assign the workgroup based on the owner?  

Hi thereI have created a Payment Statement report for suppliers, having one supplier payment statement per page. So if there are 20 suplliers, there will be 20 pages each with their specific data.We would like these to be sent as a ‘bulk’ emial, but each supplier should only receive their own statement and not the whole report.Is there a way to set this up?Thank you.

Is there a way to change a who the customer is on a sales order after the items have already been received? The field is not greyed out, but when I try to change it I get an error that says: If anyone has a solution to this please let me know.  Or if there is a way to Merge Customers, that would also work. 

Hello,The column name shown in the image above is row 2 in the EXCEL file.  Row 1 is the column headers.  I have copied and pasted values into a new spreadsheet etc. trying to get past this.  Seems to be an EXCEL thing but I cannot find how to get past this.

Is there a way to configure Inventory items to allow or disallow cash discount?For example: I don’t want Cash Discount on Delivery/Packaging.