Inventory, Orders Management, Warehouse Operations
- 1,429 Topics
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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.
We are running 2019R2.I can successfully release a worksheet of sales prices that are setup as customer specific pricing with an alternate ID specified:But when I lookup the pricing on Sales Prices screen, it does not show the Alternate ID:On the Stock Items screen, under Cross Reference tab, it does not show as Customer pricing, but as Global (without the customer number):Oddly enough, when processing sales orders, the alternate ID can be used for any customer and it will find the corresponding stock item number (not what we wanted). BUT it will only assign the price for the customer that was specified when the price was loaded via the worksheet. So the pricing aspect of this is still working. So my questions are:Why doesn’t Sales Price screen show the alternate IDs? How do I fix this? What is causing the Stock Items screen-Cross Reference tab to tag this as Global instead of customer specific pricing? How do I fix this?Thanks.
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Hi Everyone!Does anyone know of a way to assign sales reps in Acumatica based on item class and customer/business account at the time of sales order entry?Example: IF item class = Consignment, THEN Sales Rep = Business Account OwnerAny help would be greatly appreciated :)Thank you!
Is there an option that would allow a stock item to be added to or removed from an existing template ID? Example, an existing item is purchased from the manufacturer today with only one size and one color. However, the following year they update the product to include multiple sizes and color. We want to retain the history with the original size and color, but then add that item to a template item which includes the additional sizes and colors. I thought there was an option/configuration to allow the editing of template ID on an item, but can’t seem to find it. Anyone know if that functionality exists?
HELP!! Error An error occurred during processing of the field PaymentMethodID: Error: An error occurred during processing of the field Last Modified On: Specified cast is not valid...
Any help would be greatly appreciated!I cannot prepare invoices AT ALL! I am not sure what changed but if anyone has any idea how to get this fixed i would really appreciate it, need this fixed asap :( Thanks!
Hi!Let’s picture a scenario where a Retail Company sells shoes through 45 stores and They have the next environment in each store:POS software with an interface to Dynamics GP POS software update GP in real time, it means, when a sell is being made in a store, the POS use the GL accounts defined on the item to post in GP the invoice process (inventory, ar invoice accounts) and in the same transaction, the payment is registered too (Post in GP the Payment accounts such as sales account, bank account, etc).With that said, let’s say that in december they process 200k transactions. The 200k transactions are related to the POS process described above.My question is, 200k transactions are considered ERP transactions instead or Commercial Transactions?Thanks!
The scenario:The company has one large warehouse in the UK and two smaller ones in The Netherlands and Dubai.They supply the other two warehouses from a weekly container shipment.Preparation of the container shipment takes a few days and it is only on the last day when the final goods are loaded in. The Acumatica transfer order is not ideal as a shipment needs to be created before the goods can be picked. Additions require an additional shipment. What seems to be the better option is to create a location in the warehouse called something like “NLD Transfer” where the users can create 1 step inventory transfers during the week. That is the easy part. The next one is the ability to create one Sales Order transfer document for the complete contents of the “NLD Transfer” location.A GI export of the items and quantities into a transfer order will work but is there any other way?Thanks James
I would like to ask is it possible and how to set outside process (outsourcing) without manufacturing mode. Till now I found solutions only for manufacturers by creating Production Orders but what if there is no production onside and we ship a purchased item to the Vendor for an outside process (coating etc) and then afterwards we receive it back from Vendor ready to sell. How to organize that case in the system in order to calculate costs correctly and track the item?
For example, warn the users that there are open purchase orders when you change the status to No Purchases. Procedurely, users should use the Inventory Summary or Allocation Details before changing the status but a warning would be a good idea.
We have a customer that requires the use of data matrix barcodes containing multiple pieces of data (Item barcode and serial number). The Acumatica WMS will read this type of 2D barcode, but we are not able to print them in order to label items.What solutions or ISVs are available to allow us to print the product labels?
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!
I am seeking any feedback from those who have successfully or unsuccessfully used the ShipEngine shipping solution for Acumatica.We have tried the ShipStation integration and found its functionality limited (especially with international orders) and found their support lacking.We are now considering the ShipEngine solution.If you have used it, I am very interested in hearing how it is working for you and how it compares to other shipping solutions you have tried.
Hello!I wanted to outline an issue we’re having with Availability calculations and how to account for high volume SOs that require future stock for fulfillment. Hopefully other companies have experienced this problem and may have some good ideas.Let’s say we have 1,000 units of SKU X on hand and available in our domestic warehouse. We also have 20,000 units of SKU X on PO at one of our vendors. We don’t currently include Qty on PO in our availability calculation because it can take 60+ days to ship POs and 30+ days of transit time.A big wholesale customer places an SO for 5,000 units of SKU X, with the plan to have this fulfilled sometime in the future after the 20,000 units arrive. Right now, this type of situation drops our Qty Available down to -4,000 and it’s confusing to other sales reps whether there is any inventory to sell. Indeed, there is actually 1,000 units still available to sell.Ideas we’ve thought of:Linking this SO line to the pre-existing PO line. This resolves the Qty
I have installed the shipping carrier integration with an easypost account. I created a SO, confirmed the shipment and get a tracking number. My question is, the only way to track the shipment is using the external Easypost web page?There is no inquiry or report with the same informatin within Acumatica? I just want to confirm how will be the user experience to a customer for tracking their shipments.
Hello, I believe I know the answer to this question but I wanted to confirm as I am still just learning the system. Is there a way to create a mass 1 step transfer for multiple items on different dates? All of these will be going from and to the same locations so only the dates for the transfer would be different. Seeing as the date is in the document header for a 1 step transfer I am thinking I cannot do an upload with all of the transfers on separate dates but I wanted to confirm. Thanks,
Hello, In 2020r2, we’ve had a new feature called “intercompany sales”.https://help-2020r2.acumatica.com/Wiki/(W(2))/ShowWiki.aspx?pageid=e4827607-362f-40fb-b466-303c414ee980 According to the guide, it says it can deal with “sold goods” scenario. Unfortunately, according to my understanding, it is not. Both AR invoice and AP bill has nothing to do with Inventory. For real intercompany goods sold, the inventory of company A which pretends to be the vendor should have qty deduction, while the company B which to be the customer should have qty increasing. And in most cases, we do real shipment. We ship goods from company A to company B. Company A do real shipment, company B do real receiving. The new feature did not take this into consideration. So in short, can we request for a full feature of “intercompany sales”, which we can extend the PO to a SO?
Hello, apologies for the long question.I am working to setup Acumatica and noticed the handling of inventory for Sales Order shipments is different than every system I have worked on in the past. With our current configuration, when you create shipment for a Sales order you stop just short of Updating IN. This is because one you Update IN it creates the inventory COGS transaction on the PL. We do not invoice and recognize the revenue, until the product is delivered to our customers. So if you do Update IN this creates a disconnect between revenue and expense (not an option). However, if you do not Update IN the inventory remains “On Hand” at the warehouse and all reporting shows those quantities on hand. What I would prefer to see is that inventory moved to In Transit until the SO is invoices at which time the inventory is expenses and the Receivable is created. Due to the inventory remaining ON Hand I am having a difficult time reconciling physical counts at our sites and creates a hu
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