Distribution

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

Is there a way to change settings in the Purchasing module to have any stock item that is at a negative quantity (i.e.outstanding sales order for the stock item that is not in stock or only partially in stock) to populate on the Create Purchase Orders screen? In essence, automating the “Mark for PO” check box on the sales order forms.

Hello AllI would like to ask if it is possible to set Sales Orders to be generated automatically fex. every month (same Customer, same Item, same q'ty etx).For non-stock item I would do it using Customer Contract. But I have no idea how to set it for Stock items.Is it at all possible out-of-the-box?I would be grateful for any tips.Thank you.

Is there a way in which the Quantity or Price can be checked or subjected to a threshold limit? This can prevent or reduce keying error entries. Perhaps the Limit on the Purchase Order should be enabled so e.g. If we already have a Max quantity in stock, then we should not be able to enter a new quantity to be purchased, unless their is already a sales order logged against the quantity on Stock, and then if so, that only the difference in quantity can be ordered and within a price range (otherwise requiring additional overriding authorisations).

Hi. Is there a way in Acumatica where I can partially receive a component item in a kit at Purchase Receipts transaction screen? Thanks!

Hi!I am working on figuring out how to make the following happen…I need to be able to have a map that assigns a sales person to the sales order depending on the customer account and which warehouse the product is coming from.  Anyone have any ideas on how to make that happen? Any help or input would be greatly appreciated :)Thank you!

We have a Dollar account and a Euro account.  We do a Bank Transfer from Dollar to Euro, enter the conversion rate, and everything works as it should.  Except our Euro bank charges $5 and we send it in the same transaction.  So if we want $1,000 worth of Euros, we actually transfer $1,005.  We tried adding a $5 detail line on the Bank Transfer but it still shows up as a separate transaction.  It would be silly to create a clearing account just to add these two amounts together, so we just deal with 2 debits in Acumatica Banking and 1 debit in Online Banking.  Does anyone have a solution?  (We don’t particularly want to modify the exchange rate to allow for the $5 either, although I know it’s another workaround.)

Hey All,I’m trying to create a generic inquiry for PO approvals. My goal is to link the GI to a business event to send to multiple approvers, owners etc. I have everything working except that the email address for the approver does not pull onto my GI.  Tables: Joins:POOrder to EPApproval   EPApproval to ContactResults: Email address is blank. Email is from the contact table. The contact table for the employee stores their email address.    Thanks!

I added some User Defined Fields on the Purchase Order document, however once I put the document to the open status these UDF are longer editable (same as other fields in the document header), I wonder if there is a solution for this, I need to edit these fields even when the document is in the open status.

I have been trying to get a transfer order Auto run to work and I have hit a point where I don't know what I have done incorrectly.Here is my parameters:Working with a Transfer order I have enabled Quick Process in the TR order type and the button appears on the top of the transfer order screen I have tested that the quick process produces a desired result of pushing the transfer order through shipping and updates IN appropriately when I manually press the OK button the process order screen.  I have started a customization project that once the transfer order is released it will pop open the quick process screen and then it stops.  In the customization I went ahead an found an action of OK (quickProcessOk) on the actions screen and set the auto run to true. When I remove the order from hold the following screen pops up but then nothing future happens.  Does anyone have a clue of where I may be off here?  The desired result is when the order is taken off of hold the quick process runs w