Distribution

Hi! is it possible to always set certain items to dropship on the sales order line? I’m aware you can flag Mark for PO and select dropship but we have certain items that are always dropship.

Is anyone working with Pacejet and received this notice ?  

Hi All, We are trying to expose File names and potential other Data to a GI.One usecase is Shipments that are being signed on Delivery through the native Mobile App.I don’t see a Flag indicating it was signed in the DAC Schemas but a signature file is attached.We would be able to utilize this for our Reporting and Analysis if we can expose the File Name. I tried joining PX.SM.UploadFileWithIDSelector and PX.SM.UploadFile via the NoteID field but just got blank results in the Inquiry for the file Data. Any ideas how this can be made happen?

Where can I modify / add “Opporunity Stages”?

Aside from the use of attributes in a nonstock item is there any functionality that lets us add lead times to a nonstock item?

We are trying to change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method. If the prior class was Serialized with Lot/Serial class as "Default" and have tracking method as "Not Tracked" and Assignment Method as "When Received". However, If we try to change the lot/serial class of an item to any other lot/serial class We are getting an error as "Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use." We tried with zeroed out the quantity on hand for the item and ensured that there are no allocations for this stock item, but it won't work.How can we successfully change the Lot/Serial Class in this scenario? Lot Serial Issue Lot Serial Class  

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

I could identify individual sales orders that has attachment or notes , however I would like to see the list of sales order that has NOTES in it by filtering . Also I would like to see the sales orders that has attachements in it. I want to filter the sales order based on these conditions in the Sales Orders screen.  

This will better help us match our PO’s to invoices we receive from Vendor.

Hello, It is common that you create “Cash Customer” and by the end of the day you have a list of POS Orders for the same customer, like this: Is it possible that those five POS order create just one invoice? is there a feature in the module? 

Is it possible to track revenue for an inventory item which is rented out before it is eventually sold? There would also be a revenue share paid from the rental location back to the parent company. Thank you!

In Customer Screen Will have mail In three tab whereas in General Tab , Billing Tab and Shipping Tab I have already fixed General Tab Mail and Billing Mail Tab as per the below screenshot Need help to fix the Shipping Mail in the Generic Enquiry  Added Xml also - could you help me to add the shipping mail in GI 

Good day, We are receiving an error ‘location ‘MAIN’ cannot be found in system’ occasionally.  Any guidance on how to resolve the error will be appreciated. Kindly see attached a screenshot of our request and response logs.  Kind regards.Alecia

We have several customers that have 2 or more AP people and they want their invoices and statements emailed to multiple customer email addresses. How and where do we set this up?

Hi Connections, I have a question about intercompany sales orders > Sales Pricing not updating as configured. I've provided the scenario below.Let's say inventory ST0034 I am creating a purchase order on behalf of SERVICE EAST Company. Vendor will be a WHOLESALE company. I set the vendor pricing as "RM 200" and the sales price as "RM 300". As I can see in the PO, the vendor price has been modified in accordance with the vendor pricing document. Then I convert that PO into a SO after noticing that the inventory price has not been updated as per the sales price in the sales order. Still, it appears to be merely the vendor purchase price. Since it was an intercompany transaction, we defined the price in sales pricing,  Can anyone help me on this… Thanks in Advance.  RegardsRam 

Hi,Could please let me know that is there any option to disable the quick check option in “Cash Purchases” (AP304000) screen ?Thank you

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.