Distribution

Can anyone tell me how to or why you can’t relink a quote to a different opportunity in CR304500.I’m fairly confident I did this somewhere else in Acumatica recently with another process, but I can’t recall it right now.  

Hello Commerce Customers,Could you please help me in understanding how the multi-warehouse location inventory for the Commerce orders works? How does your commerce system select the required location when the order is placed by the consumer?  How does Acumatica select the warehouse location when the orders are imported into Acumatica?  Do anyone of you facing issues related to this?  If yes, please let us know we would like to connect with you and learn about your business process and help you by implementing this feature out of the box. 

I made a copy of the default Customers GI,  we are going to make some changes to this GI.  Before making the changes I made a copy of the existing GI and tried to save it.  I am receiving the following error.  There are no boxes checked for mass update.  Please help this is kinda urgent!! Here is the trace log that goes with this error 

AR Statements were prepared for 12/31/2024 instead of 12/31/2023 at the beginning of 2024. If we try to go back and prepare for 12/31/2023 no Cycle IDs are shown as options. The only way for the correct Cycle ID to show is if we choose a “Prepare For:” of 01/31/2025.I created a new Cycle ID, MONTH, using a different Schedule Type but that did not work and did not process any AR statements. It appears that once a statement has been processed for a future period there is no way to go back and correct the date. This appears awfully draconian as it is easy to enter the incorrect year, especially at year end.Does anyone know of a workaround or a way to be able to reset the “Last Statement Date”.

This may be a similar issue to canceling a PO that has been fully returned.  We have a PO with multiple lines.  One line was received then fully returned.  While attempting to delete that line, the following error message appears.  “PO Error: The line cannot be deleted because some quantity of an item in this line have been received.”I am aware of trying to cancel a PO that has been received and the solution of setting it to complete.  Just curious if this is a similar issue but on the line level and if the solution is to complete the line instead of delete.  Thanks!  

Is it possible to scan an item during picking/packing and automatically set quantity based on its qty in a box?Example:There is 30 ea of the product in a box. A shipment needs 60 ea of it. When picked, scan the item barcode twice instead of keying qty 60 ea manually.

Looking for a user of Shopify Plus where you’re shipping B2B , have backorders, pre-authorizing credit card , amongst others.  Would love to connect.  

We are using the mobile application, Pick, Pack & Ship function for picking shipments, using Honeywell Android mobile CK 65 scanners.  Using the Pick mode, the application has stopped placing the focus on the Location, Item and Lot fields when scanning.  When starting the Pick process the application prompts the user to scan the shipment number correctly.  The next scans are for location, item and lot.  The cursor no longer is placed in the location, Item or lot fields for the barcode scan to register the scan results in the field.  The user must touch in the location, item or lot fields to place the focus in the field for the scan to register.  This stopped function last week, no updates have been applied to Acumatica (23 R1), the Honeywell scanners or the Acumatica Android application (last update from the Google Play Store was 12/16/2023).  Does anyone have any idea why the mobile application would have stopped function correctly?  Thank you.   

How do I change the default in Inventory “Goods in Transit” report from “Summary” to “Detail” and in fact, how to change defaults in general? 

Hello, We have Child Orders created manually and moved to completed status, we need the ability to link this child order to the Blanket orderFor Clarity:Below is the child order created manually Below is the Blanket order.As we don’t see the ability to link this can you please guide us? 

Hi all, Can you help me about my concern for creating a Sales Order and when we ship this item, we encountered this.(Please see the image below)  We resolved this issue by creating another (copy SO) and the shipment and the process continues smoothly. Do you have any solutions to rid this? Thanks

I am getting the following error when trying to Correct a Shipment already confirmed but not invoiced, “The line cannot be deleted because it is linked to a purchase order”. This error is new to the upgrade however I upgraded 2023 R1 and R2  at the same time so not sure which may have caused this.  Items are not marked for PO or anything that makes sense. 

Please assist, I am trying to use the switch formula on the report design, but i get an error when validating the formula. I don't know what i am missing.   

Our customer often encounters the following: customer order 900 lotted items (lotted, when received, user entered lot nbr) which they mark for PO, PO is created for 900 items, vendor overships 1000 items, customer agrees to buy all 1000. Because they are lotted, the only way we have been able to accomplish this is to go back and update the quantities of the SO and PO to match the end qty of 1000. Then they do a PO Reciept for the 1000. The problem comes when trying to create a shipment. The shipment only wants to ship what is allocated, which is the original 900. And Line Details on the SO is acting like they need to create another PO to satisfy the extra 100 - I cannot uncheck the Mark for PO box. Screenshots of the entire process below.Original SO for 900 marked for POQuantities on SO and PO changed to 1000. The

hi all i have two questions#1 is it possible to add lines to a sale order by hitting the enter key or is it strictly using the plus symbol ?#2 can you release an invoice to sell quantity you didn't enter the receiving yet thanks

Hi everyone, Thought i would share our recent experiences in case anyone is experiencing anything similar. We have been unable to export quotes and I could not find anything on here about this turns out that there is a known issue where if the opportunity has any attributes, the error message ‘The multipart identifier ‘CROpportunity.NoteID’ could not be bound’ appears. Our VARs escalated this to Acumatica  support who let us know that this is a known issue and that this is fixed going ahead in version 22.212 and above.

Hello,Order types have a checkbox setting for“Ship Separately” and “Bill Separately”However, I do not see where we can designate this for a customer.We have some customers who want this and some who do not and we need to control it at the customer level.Any thoughts or guidance are appreciated!

Hi, for new sales offers we would like to use the vendor price of the standard vendor as base for our calculations. But the standard sales order screen does not show it. It seems that there is a customization nessary.Did anybody do this already or knows how to do it?CheersLars 

Hi Connections, I’ve a query related to expiry date control in Acumatica. Every inventory is specified as lot/serial and has an expiry date. As a result, based on that approach, expired items should not be processed. Is there any evidence that an item was expired at the time of shipment/transfer? Either Warning Message/ Allow / Don’t Allow Setups.,  I couldn't find any settings that would help me control this concern.  Hope you guys can help me on this topic. Thanks Ram 

We use kits in Acumatica and send the kit SKU to Shopify. We need a way to automate the update of kit inventory in Shopify using the Acumatica Shopify connector.  Is there an app in Shopify that will maintain the kit components?  Can the kit component inventory be sent and received with Shopify via the connector?  

Hi allIs there a way how to set up a special discount for a certain unit of measure,  but it should only give that discount for a particular customer price class, also even if that customer is part of a that price group class ,if that particular customer get a standard invoice discount of let's say 20 percent it should not give that unit of measure discount I don't want the customer to double dip or for example if a certain customer has a special promotion running for a certain date period even though he is part of that price group he still shouldn't get that unit of measure discountis that a  possibility Thanks 

Hello Team, I have a question for Sales orders (SO301000) When adding the line items using the (+) add row function the price comes in naturally. But when using the “Add items” function on the details tab the item’s Unit price comes in at 0. with the warning message “Minimum gross profit is not satisfied”Sales order preferences Price settings: Validate min. Markup = Warning  

Hello!It is able to change the details of the sales order though it is in the open status, especially the quantity and the price. Is there is a way to prevent making changes to an order which is in the open status?Amanda 

I dont think this is possible but worth asking. The Customer wants to select one action on the Mobile app that will prompt for a Signature and Confirm the Shipment.I can get to work by two actions on the mobile app but dont believe it can be performed in 1.add screen SO302000 {  add container "ShipmentSummary" {    formActionsToExpand = 2    add recordAction "SignReport" {      behavior = SignReport      displayName = "Sign"    }    add recordAction "ConfirmShipmentAction" {      behavior = Record    displayName = "Confirm"    } My other thought was to do a Business Event to confirm the Shipment based on the Shipment having a file attachment that starts with signature

When an order is Will Call, the tax calculated should be either the branch or the warehouse. Using an external tax provided and the Common Carrier Checkbox (cleared) on the ship via, it seems to works correctly picking up the warehouse address. However, if we are using Acumatica sales tax, what is the correct configuration for the sales tax zone to be changed to the branch of the sales order when Will Call is checked?