Distribution

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  

We want to make sure we are paying the right amount of money to our vendor . We do not want to overpay or underpay. I would like to know how to achieve three way matching in Acumatica.

We operate a wholesale business where all of our customers are assigned a discount level off of our list price.  Some customers also have customer specific prices on a few items that we have negotiated.  This was a simple structure to manage in quickbooks using pricing rules but seems to be very complex to set up in acumatica.  Wondering if anyone else has come up with a good way to make this work in acumatica.Our challenges:Utilizing Sales price worksheets we can set up a worksheet for each discount level using customer price classes.  We can also set up a customer specific worksheet for the special pricing some customers receive. Both of these function perfectly.  Our problem is that we add items on a daily basis and using the above method we will have to manually create a new price worksheet for every new item we create.  Utilizing Discount codes we can set up a discount code for each discount level and assign those to our customers however these discounts apply to everything includ

Hello, we need to help in getting report using API.From screen, when we click on report button, we are executing some logic and then opening up report. So we would like to know how can we achieve this using APIs.

I have been playing with the defaulting rules in Acumatica for Units of Measure. You can set global Units of Measure on the Units of Measure Form (CS203100). You can also set Units of Measure for item classes in the Item Classes screen (IN201000).In either case, it seems like the only way to have these units of measure appear for a given item in a Sales Order is to actually add that Unit of Measure to that individual item’s unit of measure conversion rules (the conversion rules will be defaulted per the above, with any item level relationship taking precedence over any item class relationship and with any item class relationship taking precedence over any global relationship.However, what I haven’t been able to figure out how to do is to say “for every item in this item class, have a conversion from feet to meters, so that we can quote the item in both feet and meters. This relationship will always be 1 foot = .3048 meters, so let’s apply that to every item where we want this relations

I have a created an assignment map for Purchase Requests and assigned it to the Purchase Requisition preferences. No matter how I configure it when I create a request it doesn’t assign it to the workgroup. I can see other areas where Assignment maps are used require a a process to be run to assign the owner and workgroups. . For example, Cases, Contacts, and Opportunities. No such process exists for assigning requests. Any idea on how I can get this to work? 

How do I add an attribute to this screen?  I have already created the attribute but don’t know how to make it appear in the Stock Item screen.  

Customer has device hub and printers configuredCustomer has a custom PO receiving report to print to a specific paper printer.Is there a setting so that the report will always print to specific device hub printer ?Currently the report prints to the screen and then the browser / windows is used to select the printerI found help for the User Profile / Printer Setting Tab (pageid=8430c8b2-a79c-4f7b-9768-b0b7fad23a59) that says:  In this table, you can list reports that you regularly print and specify the default printer to be used when you print each of these reports. When you print a report from the list, the system uses the assigned printer.I was not able to set a ‘default printer’ as described in this help.  What am I missing?     

Hi!I run a report for our sales team every week that includes the following: The problem with this report is that the column “OrderStatus” gives me that status of the sales order, when i really need the status of the sales order line.  Ex: The sales order has 5 lines on it, 4 of the 5 lines are shipping but the one that is not shipping shows up on the report with a status of “shipping” because the status of the sales order is shipping but the line is not.  Is there anyway to get a line status put in there?

Hello,        We previously maintain our sales price manually. Although we can leverage the sales price worksheet. But it is mainly manually.       Currently , we are short of staff. So we are seeking a way to see if this is possible.Like:      After Purchase receipt/bill be released, the receipt item’s avg cost are changed. so accordingly, the sales price changed consequently as the cost changed.     Is this function out of box?     Please advise.      

How to add the company logo to the purchase order screen print form in Acumatica

We are looking for a way to perform a simple 2-step transfer of inventory items between warehouses.  Ideally, in the originating warehouse we would scan the item barcode, enter the quantity and release the transfer.  In the receiving warehouse, the transfer in would be available for selection and the item is scanned and received.  Our items have default locations in each warehouse so we don’t want to scan the location…..the software should recognize the default location in each warehouse.  Is this possible out of the box?  We are exploring transfer orders in the Sales Order module as well but are not sure about them.  Thanks in advance for any guidance.

I am looking to make a report or inquiry that will work as follows:Select the customer Results should pull a list of all the parts that customer has order in s certain time frame. Time frame defined by input field. Is there something like this that already exists ? Any advice or help would be greatly appreciated. Thanks!  

I’d like to use the “Create Sales Order” action in an Import Scenario on drop-ship purchase orders. Here’s the process flow I’m trying to make work:Create drop-ship PO, enter PO line(s), save the PO Use Business Event to trigger an Import Scenario based on newly inserted record Import Scenario accesses the newly created PO record and does a “<Action: Remove Hold> (ReleaseFromHold)” step. This is working. Import Scenario performs “<Action: Create Sales Order> (CreateSalesOrder)” step, fills in Sales Order Type of “SO”, and selects OK to close dialog box, create the Sales Order, and enter the SO Type/number/line into the associated reference fields on the drop ship PO line. This is NOT working. ***I need help w this step.*** Import Scenario puts the PO back on hold using “<Action: Hold> (PutOnHold)”. This is working (when I inactivate the mapping lines related to #2 above). Import Scenario checks the box for “SO Linked” -- I cannot find an Action for this.  I only se

I am trying to create a payment from the screen AP302000 and on selecting the Cash Account it comes out blank yet I have a number of Cash Accounts defined My Payment method is linked to the Cash Account as shown below If I manually try to enter in the Cash Account I get the error message shown below: “'Cash Account' cannot be found in the system. Please verify whether you have proper access rights to this object.”How do I resolve this issue ?The installation is on Acumatica Cloud ERP 2022 R2 Build 22.209.0029 with MySQL 

How do we get a signature on a PO, based on who the buyer is at Britton when sending PO to vendor?

Hi Community, please assist. I have setup an Import scenario to import vendor payment details into the system, However upon import, it imports the first Record and gives me an error for all other records. I have checked the formatting on my file and i think its ok. There is no difference between the first  record and all other records. PLease assit. What is it that i am missing 

When trying to confirm a shipment I get the error: “Carrier Service returned error. FEDEX: FORBIDDEN.ERROR We could not authorize your credentials. Please check your permissions and try again.” The carrier page for FedEx says the connection is successful, so I’m at a loss of what the issue could be. The Error 

Any ideas on where to look first to reconcile end of month inventory to GL balance?

Hi Can we create purchase order types in the acumatica same as the SO order types?

Scenario:We charge customers a flat fee for expedited shipping (let’s say $10). To accomplish this in Acumatica, we use a shipping term that adds $10 to the sales order.On our end however, we use different carriers based on location using the external plugin feature (linked to different ship-via codes). As a result, Acumatica is adding the freight COST from the carrier as a freight PRICE to the customer in addition to the shipping terms fee.This is because on the  “Order types” screen, we have “calculate freight” set to true.If we set “calculate freight’ to false, it will disregard the flat fee as well. Question:Is there a way to make it calculate only the shipping terms and NOT pass the ship-via cost onto the customer?I know we can hard code the flat fee as premium freight, and get rid of the shipping term, but that is to ideal for us for other reasons.

Hello, i am trying to work on non stock kit flows:image 1 shows the non stock kit simple two components.image 2 and 3 show the sales order and shippmentimage 4 is action print picklist, but why the pick list does not who the two components as specified in the kit spec as in image 1?  RATHER, it only shows to pick the non stock kit.. please help anyonethank you IMAGE 1 image 2 and 3 IMAGE 4  

Our company often receives one line on a PO across multiple deliveries, requiring multiple Purchase Receipts to complete the line.We would like to ease the AP workflow by using ‘Automatically create AP bills’, but we have found that Acumatica only allows one (unreleased) AP Bill for each PR. Our accountant has to manually find each purchase receipt, click ‘Create AP bill’, release the AP Bill, then move on to the next PR. For hundreds of PRs, this becomes rather tedious.Is there any setting to enable the creation of AP Bills from each PR one-to-one without having to release the AP bills beforehand?Preferably, AP bills would be automatically created each time Logistics releases the PR, then Accounts just needs to batch release using Release AP process. 

I have a WIP import scenario that works if and only if the serial number that is being allocated is Available for Shipping, with is correct, but if one of the serials I am trying to allocate is not available the whole import scenario fails and no serials get allocated at all even the available ones.I get this error “ The record was not processed because of an error during processing of the previous record” Thank you for anything that might help me get to the bottom of this. 

Hello Everyone,In the Sales Order screen, by default can we load the “Financial Settings” Tab instead of loading the “Document Details” Tab.Is this feasible? if yes can you please provide the solution?Thanks,Naveen B