Distribution

Hi all - I have a customer that does transfers and 90% of the time will use the 2-step process.  Is there any way to default the screen IN304000 to Transfer Type = 2-Step?Thank you  

Attempting to overwrite assigned Inventory IDs to new Item Classes. The Item Classes show that the Purchase Unit for the SKU is set to EACH.  When attempting the import scenario we continue to get the following error.  Error: 'Purchase Unit' cannot be empty.Any suggestions on how to overwrite an item to a new Item Class and bypass this error. I have attempted to inject in the scenario Vendor > Purchase Unit > =’EACH’ and =EACH with no success.

I’m interested to see how other people are determining when an order has all the materials to be able to ship. The scenario is that I am working with a custom manufacturer that has a mix of stock items and make to order items on the sales order. What is the easiest way to see which orders have stock to fulfill all lines, i.e. ship complete?

I imported bank transactions for the first time and it’s bringing in transactions that we have already reconciled.  On the right pane, it looks like we can match them again.What’s the process? Hide each transaction one at a time? (No option to hide en masse, ugggghhh.)Do we match again and it and the following processes take the previous matches into account?

The help still refers to Tariff Code  

We are getting this error while creating shipment from SO 

Our company issues corporate clothing items from a central PPE warehouse for internal use by different departments (each have each own specific subaccount.I’ve set-up a “Clothing” Reason Code” under Inventory Issues which codes is to the correct GL Account, How do I set-up the reason code so that I can choose the appropriate “to” subaccount on each line of my Issue transactionI don,t particularly want to set-up a “clothing” reason code for each department’s subaccountThank you in advance

Hi! My client has a scenario where they shipped the wrong item so on the Acumatica shipment it shows the correct part number but in reality they physically shipped the wrong item. So they essentially want to do an RMA replacement order with receipt and issue line. The challenge is they can’t do Add Invoice on the order because it will bring in the wrong part number. Has anyone encountered this before? I’ve tried modifying the order types but I can’t get a receipt and issue line without having the original invoice. 

Need to use both Lot and Serial Tracking at the same time with the same stock number. Is this possible?  If so, what it the set-up? Thanks.

I have a generic inquiry that detects when a new order exists meeting the following criteria. Warehouse = ‘XX’ and InventoryID = ‘XXXXX’.The original order has a warehouse of ‘YY’. I can update the warehouse to ‘XX’ two seperate ways.Going directly into the sales order and change the warehouse from ‘XX’ to ‘YY’. The business event fires as expected. Mass Updating the warehouse from a standalone generic inquiry from ‘XX’ to ‘YY’. I do NOT go into the sales order to update the warehouse. The business event does NOT fire.The trigger conidition on the business event is record inserted.  

There are definitely some issues with batch picks and order picking in general...  I have learned that Acumatica has limitations for this functionality such as changing locations on the fly and it also does not pick from locations with the larger/exact qty…   My biggest frustrations from an operations standpoint: Unable to change locations on the fly when using scan guns for picking. (We write down on the pick list where it is pulled from and change it on desktop pc when confirming the shipment) When batch picking you can not edit shipments attached to the worksheet (If we are out of stock or short a qty on one order, you have to delete the entire shipment from the worksheet to make changes) When picking orders Acumatica only sends you to the highest priority location, or the location numerically/alphabetically first and not to a location that holds the exact qty(Example: I have a line item for a whole pallet of an item let’s say 30 eaches and it wants the picker to select partial qty

I’d like to have a copy of our Live Database for Testing purposes but without all the uploaded files we’ve made such as images which accounts to about 70GB of space.  Is this possible and How to do this?  

We’re running 22R1 and having an issue with users being able to upload images of HEIC file type. We’ve added this file type to the file upload preferences screen and selected the check box for “image”. However, when we try to upload this file type from the mobile app, it says that this file type is not allowed. Anyone have any ideas on what is going on here?

Hi All, Can anyone Help in providing some insights on creating Sales Report  by Month , Quarter, Year  comparison with previous year  and MTD and YTD 

We have 5 different Pivot table that use a single Generic Inquiry(GI) as the source . Does this affect performance ? When I open one of the Pivot table which has 190,000 records in it . Th system takes about 30 seconds to load before displaying the records in the Pivot table. I am wondering since a single GI is used as a source for 5 Pivot tables , it takes around 30 seconds to display one of these five pivot table or it is because of the number of records(190,000) in this Pivot. What would you recommend to optimize or streamline ?

Help, please. I am trying to Mass Update the Shipping Rule for all our customers from Back Order Allowed to Ship Complete.   

I have a customer who’s inquiring about increasing the Inventory Segmented key from 30 to 45 characters.I’ve asked for the reasoning behind this and will see if using Inventory Subitems might be a solution.But, I’d like to know if increasing the length can be done and if so, are there negative repercussions throughout the system (other then display issues due to length on reports and/or screens)?Thanks!

Hello! When I’m setting up the Item class, I have mentioned inventory planning method as none. But now I want to add replenishment to the items hence given planning method of the item class as Inventory Replenishment. But this change does not replicate in the stock item hence I have to re-enter the item class to the stock item. By doing this my already given information to the item get changes, and also, we are changing item class defaults at the item level hence cannot update the item class.  Is there any way I can set up replenishment or take replenishment to the item level?Best Regards Amanda 

Hello everyone,I need to establish different approval processes based on the amount of the estimate. However, when I create multiple approval conditions and activate them all in the sales preferences, the approvals do not function correctly. The approval circuits end up duplicating, or the designated approver is removed from the process.Specifically:For estimates less than €5000, approval is required from division managers involved in the estimate. For estimates between €5000 and €10000, approval is required from division managers involved in the quotation and the sales manager. For estimates exceeding €20000, approval is required from division managers involved in the quotation, the sales manager, and the operations manager. For estimates exceeding €50000, approval is required from division managers involved in the quotation, the sales manager, the operations manager, and general management.Any idea please how can i set up these approval processes ? Thank you in advance.

What is the industry best practice for invoicing customers for drop shipments? We are looking to have a 100% automated process.

How can I enter G or GRAMM as a weight unit in the stock item screen? In the list I only see KG, although GRAMM is also created as a unit in the measurement units screen. When I manually enter G or GRAMM in the stock item screen and save, it just disappears.  

Each item class has attributes and I would like to set it so that when I add a new item and select a specific item class, the attributes have default values ​​automatically. I'm mainly concerned about the checkbox, one of the attributes has a type Checkbox and when I add a new item of a certain item class, the checkbox is by default without a checkmark in it. But I want it to be checked by default. Can someone tell me how to achieve this?  

Interesting that Acumatica only calculates a reorder point.  For many distribution businesses, there should be a calculation for the max that spreads the min/max values.(1) Has anyone addressed this?(2) I am trying to create a business event to update the Max, with a calculation (simple testing is just something like 1.25 * the Min Value)I have my GI, Import Scenario and Business Event. I am struggling with syntax/approach to update the max.  I have tried creating the calculated value in a column output in the GI and use that to update Max in the import scenario.  I have also tried to put the formula in the Import Scenario to calculate the new max from the min. Various attempts have returned various errors. Anyone have suggestions?  Is this an area anyone else struggles with providing solutions? 

The inquiry captures Number of Useful Operations.  What tasks are considered useful by Acumatica’s business logic?

Hi - hoping someone can help out. The way the current receive and put away function works seems very limited unless I am missing something. We were expecting it to work more like the physical inventory, where more than one person can count at a time, and it sends it to a review screen so it can be compared to the packing slip the vendor sends when they ship the purchase order, then once confirmed it can be released The way it seems to work is only one person can receive at a time, it doesn’t save what has been done while they are working (so if its a big order and need to take a break the work will be lost), and there is no way to review it on the desktop. This basically makes the receive function useless for any warehouse of somewhat size. If we get a full truckload order in this can’t handle multiple people receiving and review… Hopefully I am wrong...Thanks,Mitchell