Distribution

Hi All, We are currently trying to figure out a way to restrict items per Warehouse.The company has a single Company Zero Branches setup, so we wouldn’t be able to restrict items and warehouse on a branch level for example. Is there a way of telling Acumatica in this set-up that specific items can only be used in Warehouse X but not used in Warehouse Y?Any ideas or experience would help! Unfortunately assigning Item Classes to Warehouse locations wouldn’t work here as the client has multiple item classes that would be allowed in each Warehouse and there is also some Overlap there.

Use CaseMy client runs an in-house repair shop. They are using service orders to manage in-house repairs on equipment. There are open service orders where stock items are already consumed on the repair. The service order can’t yet be closed because further work needs to happen. ProblemWhen a physical count is generated, the items already used on the service order are still considered “on-hand” by Acumatica. This causes the physical count to display higher book quantity than there actually is on the bin. This can cause stock items to be reduced too low by mistake. For example:I have 13 stock item X on hand I used 2 on an open service order I generate a count, which displays 13 on hand During the count, I input 11 as Physical Quantity The system adjusts 13 stock items down to 11 I close and bill my service order This process further reduces stock item X by 2 units Now I have 9 in the warehouse, whereas I should have 11 in the warehouse. I have adjusted down the Item X by 2 units during t

Hello,Does anyone know why Acumaitca does not show correctly the session expired records in the Access History screen? It shows when the user logs out under both operations (Log out and Session Expired) but it does not show a record when the user logs out due to session expiration. Thank you.

Hello,We have an issue with address verification for Brazil. We cannot print or email a quote for Brazil because it says “The AVS is not configured for the country "BR." We are using Vertex as our sales tax provider, and I am not sure this is their problem or if there is any optoin in Acumaitca to fix it from there.   

Hi Team,As part of a customization project for our client, we are currently focused on updating the 'Applied to Order' and Balance fields within the Sales Order screen. The functionality is operating smoothly in scenarios where no tax is applied. However, upon applying Vertex tax, these fields revert to their previous values.We are working on the 24R1 version.Any insights or suggestions regarding this matter would be greatly appreciated.  Thanks & Regards,Vidyakeerthi K

Hello,I’m wondering if the below screenshot from help.acumatica is a practical joke.  I cannot figure this out for the life of me, and cannot find a single article on it anywhere online except for this one tiny section.  So is there a way to consolidate orders by the same customer with same address or not?  Thank you

Can someone provide detailed instructions on how to create a EasyPost test account on the EasyPost site?I have created an account in the past but I do not believe my api keys are working so I want to start from scratch with a new account.I want to be sure I am doing this correctly  

Is there a way to change the default time for a Task from 12:15 am to 7:00 am? 

Hello,Is there any way to locate a shipment in Acumatica by searching UPS or FedEx tracking number? I searched on the GI=> RESULTS GRID TAB, and I was not able to find a field for this. I don't know that we need to add an additional table to the GI in order to add the field and then search it by?Or another option is there  to locate a shipment by tracking number.  

We are looking to add a check box to our Sales Quote form that identifies whether to print as individual line-item pricing or just a lump sum price for all items being quoted. 

Hi everyone.Im starting with acumatica and i want to know if is possible to extend the expiration date of any lot/serial item without adjustments.Regards.

Hello all,How can a user create matrix items in Acumatica and list as variants in Shopify?Thanks.

We have a business event that sends remittance advice to vendors for EFT payments. This business event does not run when there is a prepayment included in the application history (see below): Can’t figure out why this prevents the business event from being run. The business event is set to run on Record Inserted - and the record is there but nothing happens when there is a prepayment?

Hello,How do I setup per unit sales tax in Acumatica?  “A per unit tax, or specific tax, is a tax that is defined as a fixed amount for each unit of a good or service sold, such as cents per kilogram/liter. It is thus proportional to the particular quantity of a product sold, regardless of its price. Excise taxes, for instance, fall into this tax category.” 

Hello,I am looking for a way to add a translation to my units of measurement.Example STK (piece) -> PCE (Piece)

Does anybody know a way how I could get dunning letters and invoices to be sent automatically to different email addresses of the same customer?

Can’t get approval map to do what I want and it is the most simple example possible - need help. If requisition is created by JBROWNE, approval required from MENGLISH.If requisition is created by anyone except JBROWNE (and $ > 0), approval required from PURCHASING.  No matter I what I do, it require approval from Purchasing only - clearly I am missing something obvious.

Hello All,Normally we will get the Landed Cost around 3 - 5 days after receiving goods.If we sell products during that time, the item cost will exclude the Landed Cost.Then, when entering the Landed Cost for the sold items (that item does not exist in the system anymore), the amount number of this Landed Cost will go to an expense account.In this case, the cost of goods sold will be wrong.Has anyone got this situation? The additional case for those who use the module Construction. When the amount number of this Landed Cost goes to an expense account, there is no project ID. Therefore, you can't allocate this expense to a different project. Thank you in advance for any ideas that will be posted.Many thanks,Yên Chi

We have a client who is using Avalara to process sales tax and they have requested a report or inquiry showing monthly sales by ship-to state that will allow them to audit Acumatica sales tax versus Avalara sales tax reports. Has anyone created anything like this?

Hi team, We have a scenario where a vendor has two points from which they distribute stock to us. Location A is denominated in euro, location B in USD. Looking to support our procurement team by setting defaults for currency which follow the location field for vendor rather than default at vendor, and then allowing override. Before you suggest splitting the vendor into two, it can occur that for speed of delivery they switch locations and thus the order currency. I understand it is difficult/not possible to switch a PO between vendors once issued so we didn’t think that met our needs - but correct me if that’s wrong.Thanks!

Is there a way to view MRP Details from any prior date MRP was generated on?  I would like to be able to show what MRP was recommending (and the Detail Inquiry to support that) from a previous date.  For example, see what sales orders were driving the demand that may have been changed or deleted?Thanks

Hi team, Our logistics team has a use case to re-route/change the destination warehouse of our imported inventory. Is there a way to update the destination of a TR or let any location receive a TR? Our current solution would be an additional 1 step transfer to adjust planned to final destination however this would cause issues with recording landed cost as well as being additional admin. Appreciate the help!

Hello all,I have been looking out for ways to not allow anyone create an SO for a particular customer if that customer goes on credit hold. Only AR Admin should be allowed to remove the credit hold and create/process an SOThanks in advance.

We need help with how to book purchase discount in the following two situations:Suppliers will offer a 25% (for example) discount if we agree to take a large amount of product.  We want to book this special discount as “purchase discount”. How do we do it.     Suppliers will offer us a 50% discount on freight charges if we pay the product invoice within X days.  We want to book this 50% freight discount as purchase discount.  How do we do it? (We use landed cost to compute cost.)Your suggestions are greatly appreciated. 

Can anyone think of a solution for high volume eCommerce fulfillment that groups orders by shipping container size?1) Place sales orders on hold for anomalies (bad address, possible duplication, candidates for consolidation onto a single shipment, etc.)2) Calculate the exact box to use on each sales order (there are 11 box sizes, 8 product shapes) (customers frequently order the same thing on a scheduled subscription)3) Create one shipment order fulfillment queue per box size and carrier