Distribution

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. 

..

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

Hi All,We have observed issue on project billing screen with respect to tax calculation.Scenario:C90000 – Customer created  with Avalara Tax Zone.C90010- Customer created with Manual Tax Zone. On Project Billing screen customer with Avalara Tax Zone , the tax calculation is zero always, and not calculating taxes from Avalara. When we use the Manual Tax Zone with Tax Schedule. the tax is calculated. Did anyone had this issue and what is the best option to solve, also if any later version which is available with the fix, please do suggest.  

hello all,I found out that we have 3 types of LC docs. How can I record for Correction & Reversal types?  

Using 2024R1 and the Fedex Rest API - we are noticing major discrepancies between the freight cost returned to Acumatica and what we are actually charged.  The variance is between 15-30% and the cost Acumatica is typically lower in most cases.  The weights and package dimensions match between Acumatica and the Fedex cost report.  Ideas?

I just need to know what the possibilities are for it and how to solve such issues. Here is an illustration  

In order to automate the Prepare Invoice process in Process Shipments I need to be able to filter for a specific group of customers. Unfortunately Customer Class is not an available filter, so I am wondering if anyone recommend another way of achieving the same thing ? 

Our trucks don’t want to wait while we pull goods from our bins, so we pre-stage the loads on our shipping dock. Pick, Pack, and Ship allows us to move the goods for a shipment, but we pre-stage before the shipment is generated. How would we go about this with quantity/item validations like we have in Pick, Pack, and Ship? Ideally this would take in a sales order number, then we could choose the bins and transfer the goods. RIght now we’re using Scan & Transfer, but there is nothing guaranteeing that the team picked all the items or the correct qty of items for pre-staging. We only catch this at Shipment generation when we notice an item is missing or is shorted. Thanks!

Is it possible to restrict a specific user to only see the Invoice Type “Invoice” from the Sales Order Invoice screen SO303000 (and screen AR301000 as well)That is there should not be able to select any option besides type “Invoice” I have tries to use the Access Rights by screen option, and it seems it is also not working.How best can I implement the intended restrictions to allow only a specific user to create Invoice types only and exclude the others (Cash Sale, Cash Return, Debit & Credit Memo)?

How can we close a quote as lost, and give a reason why it was lost? We need to be able to track what quotes we are winig or losing, and the reasons why.

Currently - if you have multiple companies and the Default Branch is defined on the Shipping Tab of the customer profile for one company; when trying to post transfer orders between warehouses within that company, the ledger from the corresponding Default Branch is used for the GL transactions.  This causes warehouse transfers within a single company to post to the wrong ledger. The system should instead use the Branch defined on the destination Warehouse (INSite)