Distribution

The following post indicates that manifesting has been implemented for EasyPost with direct UPS/FedEx integration on the roadmap as of 2022.  I took that to mean that batching and manifesting works for UPS via EasyPost.UPS End of Day ReportingBut when you try to batch & manifest shipments from a Test integration with EasyPost, you get the error message “Unable to create a ScanForm from shipments bought from this carrier”.  I thought it might just be a Test system issue, but EasyPost Support provided the following information:Thank you for reaching out to EasyPost Support about End of Day/ScanForm/Manifesting with UPS. The integration that EasyPost has with UPS is a live-rated integration, which means when you create the shipment through EasyPost, EasyPost sends that information to UPS electronically and they return rates to us in real-time. Because of this, UPS is already aware that the shipment has been created and doesn't need further record. This is in contrast with other carrie

How can I see Inventory on hand, reserved, and available in a grid view? I am sure someone is doing this already. Are you creating a GI or am I just missing where to go and get this. I would like all of my inventory to populate in a grid view. I dont want to look at one item at a time I would like to populate the full inventory list and then filter and sort. Stock items screen lacks inventory information I am needing.

Hi Everyone,I am wondering if anyone in the group have tried and succeed in having a conditions set between multiple attributes so only relevant data shows based on what was selected. I see some old article which is referring to product configurator and some rules, however in 2023R1, I don't see these type of rules available to link attributes.Example :Attribute 1 (Brand) = TOYOTA , HONDAAttribute 2 (Model) = Camry, Highlander, GR86, CR-V, Accord, PilotWhen Attribute 1 is chosen by the user as Toyota for the Attribute 2 user should only see relevant model of Toyota and not Honda models.Thanks,Hari 

Is there a setting in purchasing that will not allow a cost to be received at x% higher than last cost?  Say last cost is $100 and we want to allow only 10% difference, so any unit cost over 110.00 is error.

We have a need to dynamically set the from address on a notification template that is triggered/sent out from a business event. The general idea is that we want the from address to be one of our sales associates based on the record that is being sent from the business event GI to the notification template. the data is readily available, however, the selector for “from” only shows the system email accounts that have been setup, and doesn’t allow me to set the from address dynamically.In this scenario, actually each of the associates do in fact have a corresponding system email accounts setup.Does anyone know if this is technically possible without creating separate business events for each of our sales associates/from addresses?

Is anyone working with Pacejet and received this notice ?  

Has anyone tried to auto-fax out of Acumatica for older style vendors or customers? Any info would be appreciated. Thank you.

I have a customer evaluating DRP, they use an outsourced manufacturer and own all of their inventory, The Manufacturer only provides the labor for the assembly to create the KITS.   The KITS are made to order using stock items. We were hoping that DRP would provide the demand for the KIT assembly based on Sales demand, not seeing that it does that.  Also based on the functionality the planning only works with either a value for safety stock or a value for reorder point.  Neither of these are actually based on SO demand.  It would work if they wanted to have these completed KITS on hand but they do not wish to have any on hand, all KITS are made to order based on SO demand. Has anyone had a similar use case?  

Hi Acumatica Support,As per checking the audit history is not available in the Vendor Access and Customer Access screen in Row Level Security. Is there a way to set a trail in this screen?Thanks!

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How can I set the configuration whereby the number will increment only if the attribute values are the same. e.g. ABC001, ABC002, ABC003… If the attribute values are different, it will be ABC001, ACA001, ABB001….. Refer below for my current settings, 

Before knowing that Template/Matrix Items existed, and how they worked, a number of sets of various related Stock Items were created individually (most with associated BOMs).  For simplification of maintenance and development moving forward, I would like to convert these existing related Stock Items to Matrix Items.  Is there a prescribed methodology for doing so?

The scenario:The company has one large warehouse in the UK and two smaller ones in The Netherlands and Dubai.They supply the other two warehouses from a weekly container shipment.Preparation of the container shipment takes a few days and it is only on the last day when the final goods are loaded in. The Acumatica transfer order is not ideal as a shipment needs to be created before the goods can be picked.  Additions require an additional shipment. What seems to be the better option is to create a location in the warehouse called something like “NLD Transfer” where the users can create 1 step inventory transfers during the week.  That is the easy part.  The next one is the ability to create one Sales Order transfer document for the complete contents of the “NLD Transfer” location.A GI export of the items and quantities into a transfer order will work but is there any other way?Thanks James

Hi everyone,We have a custom portal integrated with Acumatica, where customers can place orders and select Credit Card as their preferred payment method. These sales orders are then created in Acumatica via API.We’re trying to understand the best way to ensure consistent behavior on the Sales Order:If Payment Method = Credit Card, we want the system to automatically apply Payment Terms = “Credit Card” (which has 100% prepayment required) This should result in the order going to Awaiting Payment and triggering pre-authorizationBefore going the customization route, we wanted to ask:Is there a standard way in Acumatica to default or override Payment Terms based on Payment Method? Has anyone implemented similar logic using Automation Steps, Business Events, or configuration? Are there any recommended best practices for handling CC-based web orders coming from external portals?If this cannot be handled natively, we are considering passing Terms explicitly via API, but would prefer a standar

We have employees that use the numbering of the lines on a sales order to help ensure accuracy when entering a large SO.Our employee Lisa entered SO 102812.The line numbering was not sequential  (I guess the line numbers "skipped" from like 11 to 20 something)But I look at it today and its varied with line #s missing throughout.I then looked at the audit history, to see if lines had been deleted or something.  But honestly I can’t really make a lot of sense out of the audit history detail. Would you be able to identify why lines would not remain sequential?Not only with this specific sales order, but in general, what would cause this? 

Subitems appear to be inactive by default. Is there a way to mass enable inventory subitems all at once? I get this error when trying to use the inactive subitems in a Sales Order:“the default value of the subitem segment is inactive”

We are a retailer who use the Distribution and Ecommerce modules.  We have implemented a leasing program where customers can lease the product vs. buying outright.  In this scenario, we ship the product to the customer and then “transfer” the inventory to a virtual warehouse so that we can account for it.  We started using the TR order type but this is very cumbersome.  Are there others who are leasing products to their customers and if so, how do you track it?  We have looked at LeaseQuery, but it is not the right solution because they are more for if we were leasing the product for our use.  TIA

It is not happening on every sale but periodically the sales order when we convert it to an invoice changes the ship to address sales tax to the company address rate.  the office is VA but ship to is Florida in this example. 

I am finding that Avalara sales tax is being charged on carrier freight for states where the freight should be exempt.  Is this a Avalara issue or a Acumatica issue ?https://www.avalara.com/blog/en/north-america/2022/02/how-to-handle-sales-tax-on-shipping-a-state-by-state-guide.html 

I considered putting this into CRM, but it seems more general.  We’re struggling keeping track of inbound emails from customers and vendors.  Here’s the scenario:The system sends out an email to a customer, such as a statement or an invoice.  We have configured the report to send from our “NoReply” address (the default for the admin admin account). The customer actually pays attention to the instructions and does not reply.  Instead they forward the email back to our “Credit” address.  Since they forwarded the email, it still has the tag in the subject line. Our Credit address is an inbound address for Acumatica that creates a case The system receives this email.  If it were a new email, it would create a case for the Credit team.  But since the sender forwarded the original email with the subject line tag, it is treating it as a response.  It stores the response as an activity on the customer, and there seems to be no notification to anyone that this email exists. The system may noti

Our customer returned an item and we issued their money back.  I did a RC to return the inventory item back, issued the CM and refunded the credit memo all for the full amount.  However, they are paying a restocking fee so now I have a balance leftover.  The CM is still showing as open.  How do I close the loop and process the restocking fee?

Hi,I would like some help with following scenario.I’m getting sales orders via an integration. Prices are agree with the external party, and the same is defined on the sales prices form. There are promotional prices as well as standard prices. I want to check and notify if the price entered via the integration is not agree with the sales prices. I’m trying to make a GI to show the sales order when the applicable price is not equal to the SO price. Having challenges in finding the applicable price when there are promotional prices. That is because the system shows the each price in the sales prices as rows which makes unable to compare.Have you done something similar of have any ideas to overcome this?Thank you,Dulanjana

What is the best source of documentation and training on setting up seasonality is replenishment ?Thank you  

Good day, We are receiving an error ‘location ‘MAIN’ cannot be found in system’ occasionally.  Any guidance on how to resolve the error will be appreciated. Kindly see attached a screenshot of our request and response logs.  Kind regards.Alecia

Hi EveryoneI am trying to review the audit history of Item sales categories getting the below error in Navite Acumatica instance. Audit history enabled for this screen.As a workaround I am reviewing the audit data in Audit history Page and also through generic Inquiries. But I would like to understand the reason for Error.  Please provide your Inputs. Thanks Manikanta