Distribution

Does the Hubspot integration bring quotes from Hubspot into Acumatica?

hi,In opportunity we have one custom field in Detail level That field should be always editable in any stage of opportunityi have written in row selected event to get enable that field but its not working can u pls help me with the Suggestions how to implement this21R221.217.0035 

The Purchase Order “Line Total” field is the summary of lines curyExtCost filed which is defined in the POTaxAttribute: PXUnboundFormulaAttribute(typeof(POLine.curyExtCost), typeof(SumCalc<POOrder.curyLineTotal>)).I want to add a condition to the formula to exclude the Cancelled line: PXUnboundFormula(typeof(IIf<Where<POLine.cancelled, Equal<True>>, decimal0, POLine.curyExtCost>), typeof(SumCalc<POOrder.curyLineTotal>)).How can I replace the original PXUnboundFormula with the new one, or can I Remove the old formula and add new formula? Thanks,

Can anyone explain to me the difference between the non-stock types?LaborServiceChargeExpenseI know what they mean but do they each serve a different purpose functionality wise?Thanks!

HI:I was surprised that I could not find the Generic Inquiry: “Item Availability Data” under the workspaces.  Fortunately the I100 Integration Scenarios course mentioned the screen id: INGI0002. I rebuilt the Fast searching index but still no luck.Is that normal?Please help.ThanksToon Six

How do we use the two-factor authentication on the mobile app? The box opens to enter a two-factor authentication code on the mobile, but no way to request the code. 

Just looking for confirmation and clarification for my client. 1. WIP?  I am looking for confirmation that once the ISSUE of components happens, the component is removed from the ON Hand Qty of the Component.  And that there is NOT a step to verify the count of materials on WIP?So my client would count only the components NOT issued to production orders.  2.Shipments? -They WOULD count Finished Goods on shipments, that have NOT left the building, correct.  They Update IN - has not been done, so these should still be ON HAND correct?  Thanks - the documentation in Acumatica for the Physical count isn’t clear on these topics.

I was wondering if there’s a way to create a matrix of Environmental Handling Fee being added to the Sales Order (or Sales Invoice) when certain Stock Items are selected based on the State value of the Shipping Address.Tried with fixed tax (doesn’t work for Qty other than 1) without a success.Pointing to a certain direction in setting such functionality would be gratly appreciated. Mike 

Can Images in Acumatica/Big Commerce sync both ways? Currently if we delete an image in Acumatica, it does not delete the image from Big Commerce. Is this a setting that we can change?

We recently purchased DRP (not MRP). We buy items in nested sets from our vendors. We need the individual items out of the nested set (disassembly), not the other way around. For example, if Item A is out of stock, we need to buy a nested set that contains Items A, B, and C. When we receive the nested set, we do a disassembly to break it into the individual items. We've already explored setting Source = Kit Assembly on the individual items, but that plans an assembly — consuming components to build the kit — which is the opposite of what we need. We need DRP to recognize that our individual items come FROM disassembling a purchased kit, not the other way around. Is there a way to handle this in DRP? How are others managing nested sets or bundled imports that get broken down for individual sale?

Looking for some information on Lot Tracking for Meat.   Have a client that produces meat, but would like to keep track of inventory based off the meat cut, weight and the tag(cattle) from which the meat came from.  Looking to put this information into Acumatica.  Any ideas or suggestions?

Please, someone can help about these 2 new fields in requisition preference. I attached a file.Best regards

Screen : REQUEST (RQ.30.10)Is require to increment confidentiality and only allow to see ours transactions 

HI All, @Olesia Alpeeva, I am having trouble getting the following PO workflow to work .  please see screenshots in attached.   The PO Approval process should be as follow’s:-Step 1All PO’s go person A & B.  Both must approve. IF the PO is under $15,000 the PO is approved.   This step works fine.If the PO is over $15,000 move to the next Step.   Step 2                                          If the PO is over $15,000 and the country in ShipTo field is ‘AU’ or ‘NZ’ the PO needs to go to Rachael to be approved. If under $150,000 the PO may be approved. If the PO is over $15,000 and the country in ShipTo field is not ‘AU’ or ‘NZ’ the PO needs to go to Robert to be approved. If under $150,000 the PO may be approved.I can not get Step 2 to work properly. it does get allocated to Rachel and Robert and Approved but does not move on to the next approvers.  Status is “Pending Approval” but no next allocation is applied in the Approval tab.Step 3If the PO is over $150,000 and the approver i

Hey Folks, wondering if anyone has had any challenges with some of the “TOTALS” metrics on the SO. We are looking to understand how the Unshipped Amount is calculated on a SO because it does not match the formula presented:The formula per the HELP icon is:The sum of unshipped amounts calculated for the lines with nonzero unshipped quantities of stock items. The unshipped amount for each line is calculated as the amount in the Ext. Price column (after Line-level discounts were applied) divided by the line quantity (the Qty. column) and multiplied by the unshipped quantity (the Open Qty. column). At the moment of order creation when no item quantities are shipped, the amount is equal to the Line Total; this total does not include any freight amount. This box appears only if the Inventory feature is enabled on the Enable/Disable Features form.Metrics:As you can see the Unshipped Amount = 7,336.54 If you review the lines for the particular SO in question we see:It seems like the Unshipped

Hi Acumatica,I tried to transact a kit assembly with a non stock items components.The Non Stock Item GL Set up is this.but when i post this kit assembly it gives me this entry. The question is why is it Cr. Inventory Account? Is there a set up for this? To control the Cr. Entry upon releasing of a particular kit? Thank you!

I’m trying to create a GI (for a dashboard) that lists Inventory Transfers that have not been received. I’ve used my imagination and looked at tables in the DAC browser, but haven’t found what I’m looking for. Anyone have something to share? :)

Hi, Does anyone know a way to auto assign a Workgroup on the SO based on SO type? Right now, we have to manually enter the workgroup when entering that SO type order.

I am hoping someone can suggest something for this rounding issue in PO Receipting. POs are normally in Purchasing Units, but Drop Shipment POs created from Sales Orders are in Selling unit for some reason.  So create a PO with UOM of EACH and Qty 2 for an item set up like this. Then create the PO Receipt from the PO. The receipt qty is correct by there is a decimal open qty calculated. You have to do a second PO Receipt for the remainder. Is this really necessary? Even if you increase company qty decimals you will get the same problem in the last percentile.    

Sales Order had UOM of “EA”.  This is correct.Shipment details line has UOM of “EA”  This is correctWhen I add contents to the BOX on the shipment, the UOM in the contents screen changes to the Stock Items Base UOM.   ***This is NOT correct**It converts the QTY correctly, but the UOM  on the contents subscreen should not be different than the Sales Order UOM and the shipment’s UOM.

In a Purchase Order, could the ADD ITEMS button be made to look at both Stock and Non Stock Items? Currently it only looks at Stock Items. 

User had a shipment that was returned to a different warehouse from the original one where it was shipped.  The order was going to be shipped again to the customer (different shipping method), but from another different warehouse. User tried to do a return for replacement (RR) transaction to get the inventory back into inventory and then ship out again from another warehouse.  Same product, same lot number, so a new invoice was not needed.A shipment was created and completed for this RR transaction. Unfortunately the way the user did the transaction was wrong.  Now they need to reverse the the RR Sales Order type they created. What is the process to reverse this? Thank you. 

Is there a way to change the scan flow in the mobile app for distribution?For example, Pick, Pack and Ship, the flow is Scan the Shipment number, then Scan the location and then scan the Item. Also, does anyone know how you can see on the mobile app what the qty to pick is without hitting the review button?

Hello,My Client is selling sets and has a requirement about partial return process (f.ex. 1ea set consists of 3ea components and only 1ea of them is being returned).I haven’t seen that option neither for kits nor product configurable items out-of-the-box but maybe somebody has some more experience in that matter and could help me out with some tips.Thank you in advance.