Distribution

Hi everyone,We’re delighted to announce this Community Mentoring session with @Neil Cantral!Business Events for Order ManagementA brief overview of Acumatica Business Events, how they are used to manage orders in a B2B distribution company, and a Q&A.Neil: I’m a leader in the PNW Acumatica Users Group and the Director of IT for Wilmar LLC, a B2B distributor of automotive tools trading under brands like Performance Tool. My Acumatica journey started in 2016 and I’m always happy to talk and share my experience with the platform. My focus over the years has been rooted in the Distribution module with a lot of experience in inventory allocations, reporting, third-party WMS, and customization.Community Mentoring sessions are approximately 30 minutes and limited to small groups (10-12) of members with one of our power users who is an expert on a topic. If this sessio

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

We have an intercompany vendor that we purchase goods from without any tax impact. The vendor is tax exempt, but when we issue a PO, it is generated with tax. When we generate interco sales order, it is generated without tax. Any idea why the PO would be getting created with tax? The item on the PO is a taxable item as it is taxable to the end customer.  

Is there a way to find out which account scanned which items using a mobile scanner, not an inventory tag? It would be really helpful for auditing if I could track exactly which account scanned what items and I figure it must be somewhere.

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 

HI All,We are a trading company in construction business. We buy products from oversea supplier, and product is customized to fix with specific project, which means the components of product may not be changed but the qty of component to create a finished product will be changed, and the dimension of finished product will change too.For example, I got an order 1 Movable Wall for Project A, 1 Movable Wall for Project B (because of different project, the finished Movable Wall will be in different size). The information related to 2 Movable Wall is display as below table:Product Component Component QTY Packages QTY Movable Wall Project A Frame 1 2   Wall 1 2 Movable Wall Project B Frame 2 3   Wall 3

Hi,Looking for your insights into the the following questions around inventory valuation methods.Average Cost Calculation:  Is the average cost recalculation triggered only on a purchase? If a purchase is back dated after a sale has already been posted does the system recalculate the cost on that sale to reflect the true average cost? FIFO Cost Calculation If a purchase is back dated after a sale has already been posted does the system recalculate the cost on that sale to reflect the proper FIFO cost? Inventory Adjustments:  Under FIFO do all inventory adjustments need to be matched to a prior purchase?  Negative Inventory: Average Cost:  If inventory sold into a negative position and purchase back dated will system adjust costs to accurate average cost or just use the last cost for sales made? FIFO:  If inventory sold into a negative position and purchase back dated will

I have been using stock item attributes for years. They always show up in the InventoryItem DAC for me to select in a generic inquiry on on a report.However, I’ve just run into a situation where they aren’t in the InventoryItem DAC and I can’t figure out why they are not showing up for this specific customer.I have set up this attribute: And added it to this Item Class: The attribute shows up on the Stock Item and allows me to enter a value: However, when I try to add it as a column on the Stock Items list, the attr

Client has a 5 page Terms & Conditions for the want to have sent with their PO.  It has word-level formatting which would be time consuming to replicate in report designer.  I tried adding a PDF version of the T&C’s to the email template but it doesn’t carry over when I send a PO out of the system using that template.Outside of writing the report does anyone have an easier method of attaching a document to a template that isn’t a report?  

Hi Everyone,I am unable to binding the data in grid, I don’t know what’s going on . Data view (Graph)   [PXFilterable]   public SelectFrom<FSEquipment>.          InnerJoin<FSSODet>.On<FSSODet.SMequipmentID.IsEqual<FSEquipment.SMequipmentID>>.          InnerJoin<FSServiceOrder>.On<FSServiceOrder.refNbr.IsEqual<FSSODet.refNbr>>.          Where<FSSODet.refNbr.IsEqual<PYServiceEquipHistory.refNbr.FromCurrent>.          And<FSSODet.SMequipmentID.IsEqual<PYServiceEquipHistory.equipmentID.FromCurrent>>>.          OrderBy<FSServiceOrder.orderDate.Desc>.View ServiceEquipmentView;  Where condition not working here..! Data available in the database When we sele

How can we generate an invoice for recognition transection after runing  Recognition it only generates a batch number. If we want an invoice, what do we do? 

Wondering if it is possible to create 2 invoices and 2 separate dispatch consignments from the one “open” shipment.Example :Order is generated via online platform then integrated with Acumatica.Warehouse “Opens” order and creates picking slipSome orders may contain “dangerous goods” which will be required to be sent separately with another carrierAs customer has already paid for goods we want to be able to separate and generate the 2 invoices. 1 each to accompany the package.If not, anybody have suggestionsThanks  

Hi,Is there a history report or some other way available related to salespersons to check their assignments/Resignments etc.Thanks

Is it possible to select which fields are (and are not) copied when using the standard copy (clipboard) action on Sales Orders?We use UDFs to trigger a few workflows. After our recent upgrade to 23r1, the values in those UDFs are persisting, causing those copied orders and reorders to not fall into the workflow. Thanks! 

The billing address in BigCommerce comes through to Acumatica as the shipping address, so the orders get sent to the wrong location.When I do the investigation, the shipping address that is not currently included in the customer address book of Bigcommerce. And address was just added to Acumatica customer record 11/29/2023, after SO was created 11/24/2023.image.png

2023r1u13.   I’m trying to make a branch specific mailing, but the branch field is grayed out.   I have other branch specific mailings that I had previously defined.   Bug or am I doing something wrong? Thanks,Brett

We create a PO Receipt - then upload the data from Excel into the Issue (in Inventory). All the other column fill in correctly - but the Lot Serial number has to be entered into each line manually.Is there a setting so that the data from the PO Receipt will correctly load into the Issues?Thank you for all your help.

HiI have a requirement to record the serial numbers of a receiving batch at once using the serial number of the box/Cartoon.Example : One box of items contains 100 units which has 100 serial numbers. Without opening the box and scanning them item by item, need to receive 100 items with the 100 serial numbers by scanning a serial number available for the box. The supplier provides the 100 serial numbers and the box serial number in excel before we receive the shipment. How is this possible in Acumatica?Best Regards,Dulanjana 

We are using the Authorize.net plug-in Our typical business process is:Authorize the entire amount of the sales order - say $1,000 Create shipments. There often is more that a single shipment because we ship certain items from one warehouse and others from other warehouses. Say the authorization amount is $1,000 We invoice the first shipment and we are triggered to Capture via Credit Card Processing for Sales (SO.50.70.00) - say $800.00. When we invoice the second shipment there is no trigger to capture the second shipment for $200.00. It seems that the remaining authorization does not transfer to the second shipment/invoice. The result is that we are releasing invoices that have credit card terms but have a balance I’m thinking that the credit card system does not allow for authorizations to be split.What would be the best business process to ensure that we are capturing the remaining balance

Hi, Is there any workaround to reverse a released inventory receipt document.As far as I know in Inventory Issue, we can pick Return type to reverse the document, and this field doesn’t exist in the inv. Receipt.Appreciated for your support. Regards,Him

Hello: I attached a file. Please If you need anything else let me know. Thank you

Currently in our Acumatica instance we have two screens that are in the hidden folder:1. Sales Price Worksheet2. Sales PricesThey are accessible through URL/Screen ID.However, we want to move them to the ‘Sales Order’ menu.Is this possible? Only resources I could find were on how to move something TO the hidden folder.Thanks!

We currently operate a cutting location where aluminum bars are cut into different pieces. As we plan to enable the Manufacturing Module in a couple of months, we are seeking advice on the best process to record these transactions in the interim.Should we utilize Inventory Adjustments and include scrap in the adjustments? We are looking for insights and best practices from the community.Thank you in advance for your advice!

When I’m creating a new vendor after the save event on the same vendor a pop-up note gets added automatically and I’ve not configured any notes to show up after saving the new vendor neither there is any customization for that. If someone has idea how the pop-up note auto populates at the time of save please do help e with the steps or how I can disable it.

Wondering if anyone else encountered the error “Data is absent” during the Sales Order Line upload function? 2022R2The client provided an excel workbook, and I added an upload tab as the first tab in the workbook for the upload data.If I copy that upload data to an empty new workbook, it will upload, so I know my data is clean.What settings on the excel workbook might be causing this error?  I have verified that the sheet and workbook is not protected. What else could it be?  Any idea would be appreciated.  We have not seen this error before.