Distribution

Hi all, Can you help me about my concern for creating a Sales Order and when we ship this item, we encountered this.(Please see the image below)  We resolved this issue by creating another (copy SO) and the shipment and the process continues smoothly. Do you have any solutions to rid this? Thanks

I am getting the following error when trying to Correct a Shipment already confirmed but not invoiced, “The line cannot be deleted because it is linked to a purchase order”. This error is new to the upgrade however I upgraded 2023 R1 and R2  at the same time so not sure which may have caused this.  Items are not marked for PO or anything that makes sense. 

Please assist, I am trying to use the switch formula on the report design, but i get an error when validating the formula. I don't know what i am missing.   

Our customer often encounters the following: customer order 900 lotted items (lotted, when received, user entered lot nbr) which they mark for PO, PO is created for 900 items, vendor overships 1000 items, customer agrees to buy all 1000. Because they are lotted, the only way we have been able to accomplish this is to go back and update the quantities of the SO and PO to match the end qty of 1000. Then they do a PO Reciept for the 1000. The problem comes when trying to create a shipment. The shipment only wants to ship what is allocated, which is the original 900. And Line Details on the SO is acting like they need to create another PO to satisfy the extra 100 - I cannot uncheck the Mark for PO box. Screenshots of the entire process below.Original SO for 900 marked for POQuantities on SO and PO changed to 1000. The

hi all i have two questions#1 is it possible to add lines to a sale order by hitting the enter key or is it strictly using the plus symbol ?#2 can you release an invoice to sell quantity you didn't enter the receiving yet thanks

Hi everyone, Thought i would share our recent experiences in case anyone is experiencing anything similar. We have been unable to export quotes and I could not find anything on here about this turns out that there is a known issue where if the opportunity has any attributes, the error message ‘The multipart identifier ‘CROpportunity.NoteID’ could not be bound’ appears. Our VARs escalated this to Acumatica  support who let us know that this is a known issue and that this is fixed going ahead in version 22.212 and above.

Hello,Order types have a checkbox setting for“Ship Separately” and “Bill Separately”However, I do not see where we can designate this for a customer.We have some customers who want this and some who do not and we need to control it at the customer level.Any thoughts or guidance are appreciated!

Hi, for new sales offers we would like to use the vendor price of the standard vendor as base for our calculations. But the standard sales order screen does not show it. It seems that there is a customization nessary.Did anybody do this already or knows how to do it?CheersLars 

Hi Connections, I’ve a query related to expiry date control in Acumatica. Every inventory is specified as lot/serial and has an expiry date. As a result, based on that approach, expired items should not be processed. Is there any evidence that an item was expired at the time of shipment/transfer? Either Warning Message/ Allow / Don’t Allow Setups.,  I couldn't find any settings that would help me control this concern.  Hope you guys can help me on this topic. Thanks Ram 

We use kits in Acumatica and send the kit SKU to Shopify. We need a way to automate the update of kit inventory in Shopify using the Acumatica Shopify connector.  Is there an app in Shopify that will maintain the kit components?  Can the kit component inventory be sent and received with Shopify via the connector?  

Hi allIs there a way how to set up a special discount for a certain unit of measure,  but it should only give that discount for a particular customer price class, also even if that customer is part of a that price group class ,if that particular customer get a standard invoice discount of let's say 20 percent it should not give that unit of measure discount I don't want the customer to double dip or for example if a certain customer has a special promotion running for a certain date period even though he is part of that price group he still shouldn't get that unit of measure discountis that a  possibility Thanks 

Hello Team, I have a question for Sales orders (SO301000) When adding the line items using the (+) add row function the price comes in naturally. But when using the “Add items” function on the details tab the item’s Unit price comes in at 0. with the warning message “Minimum gross profit is not satisfied”Sales order preferences Price settings: Validate min. Markup = Warning  

Hello!It is able to change the details of the sales order though it is in the open status, especially the quantity and the price. Is there is a way to prevent making changes to an order which is in the open status?Amanda 

I dont think this is possible but worth asking. The Customer wants to select one action on the Mobile app that will prompt for a Signature and Confirm the Shipment.I can get to work by two actions on the mobile app but dont believe it can be performed in 1.add screen SO302000 {  add container "ShipmentSummary" {    formActionsToExpand = 2    add recordAction "SignReport" {      behavior = SignReport      displayName = "Sign"    }    add recordAction "ConfirmShipmentAction" {      behavior = Record    displayName = "Confirm"    } My other thought was to do a Business Event to confirm the Shipment based on the Shipment having a file attachment that starts with signature

When an order is Will Call, the tax calculated should be either the branch or the warehouse. Using an external tax provided and the Common Carrier Checkbox (cleared) on the ship via, it seems to works correctly picking up the warehouse address. However, if we are using Acumatica sales tax, what is the correct configuration for the sales tax zone to be changed to the branch of the sales order when Will Call is checked? 

I would like to pull a Purchase Receipt line for an item and know what the avg cost was at that time (so I can see the change in avg cost over time). What table has this info and how do I get there from the POReceiptLine table?Version: 22.210.0020  Thank you!

We have a dashboard that is used to communicate daily tasks and information to our warehouse operations teammates.  We would like to add a widget to the dashboard that would allow our Operations Director to type notes into Acumatica that can display on a widget on this dashboard.  What is the best way to accomplish this goal?  We are running 23 R1.  Thank you.

Is it possible to use unique (manually entered) lot serial numbers with the “When Issued” assignment method when creating an inventory issue? 

We want to install a computer/monitor in our warehouse for the employees who are picking orders to see all the orders that are available to pick and where the orders are in the picking process.  We have created a Dashboard to display the orders but the user account is logged off after our specified timeout settings at the server level.  Is it possible to have a “task” user set to never be logged off of Acumatica so the Dashboard can be utilized without the need to refresh the screen every X hours?

Is It Possible to restrict Splitting the Item in SO Picklist based on Lot/Serial Number. any Ideas . Currently Showing Multiple Line item  if there is Serial Number 

Our client requires the approver of the Requisition to be the only person to choose the vendor. Currently the person having access to requisitions can choose the vendor once requisition is approved.

How best do I enable selection of employees from the “Requested By” Field of the Purchase Request Screen? 

We want certain business events to be sent to the Account Email, the Primary Contact Email, and the Bill To Email.  If an email address is the same for two or three of these emails, will the Acumatica Business Event send the Business Event email to the same email address multiple times or just once?  We are on Acumatica 2022 R2 and moving to 2023 R2. 

Dear all,I have a case that salesman creates sales order in Google form and then push all to one google sheet file.Now How to I can create Sales order in Acumatica by reading data from google sheet?Please help us for this case.Thank you very much

Hi, I’m not sure if I’m reading our system correctly, or if something isn’t set up properly, but here is what I found today. We have a shipment that was created in December of 2023, but was confirmed on January 16, 2024.The inventory register shows the issue document for the Dember period, but since the invoice for the customer will only be created in January, the Cost of Goods (COGS) and invoice will be in different months. Here is a screenshot from the issue document.