Distribution

Before knowing that Template/Matrix Items existed, and how they worked, a number of sets of various related Stock Items were created individually (most with associated BOMs).  For simplification of maintenance and development moving forward, I would like to convert these existing related Stock Items to Matrix Items.  Is there a prescribed methodology for doing so?

The company purchases consumables in bulk e.g. stationery, refreshments. Once received into inventory, employees request these items with the employee's manager approval. The request also should specify the expense subaccount. Inventory clerk should then be able to pick up the request and issue quantities on request or less but not more.Creating an "internal" order type seemed brilliant, selling the items at zero price. The only drawback was all order types including trade orders use the same shipment numbering sequence. How best can this be setup? 

They do not have anything left open yet, they still show open status. How to close these SOs.

Our customer returned an item and we issued their money back.  I did a RC to return the inventory item back, issued the CM and refunded the credit memo all for the full amount.  However, they are paying a restocking fee so now I have a balance leftover.  The CM is still showing as open.  How do I close the loop and process the restocking fee?

We’d like to be able to link shipping boxes (Sales Orders-->Preferences) to shipping box stock items so we can track when we need to re-order shipping boxes.  Other than kitting, any ideas?

I am wondering if Acumatica has the ability to do this:We have metal coils we purchase by the pound. We purchase different thicknesses and colors. All coils are the same width. We want to make templates of the coils so that we can order custom lengths for each one, but we do not want to create thousands of individual part numbers that would all have to be managed individually. Creating them using the matrix feature, all of them can be managed through the template item. The question comes in with the UOM conversions. As mentioned, we purchase these in pounds, but we will be selling these in each. The resulting sheets that will be cut down to the ordered length will vary in its dimension. A customer could order any length, what I need to figure out is how to cost that, based on the template item. I assume that I need to use the conversion table some how but I cannot figure out how to make it work correctly. Each matrix item created from the template would have a d

When pulling a Inventory Valuation report the “QTY on Hand” appears on the report but when exporting that to Excel the QTY is missing.  Anyone have a trick to make the QTY on Hand appear on the exported version?

Hello,Sometimes it is found that material already issued to a production order is not good.It needs to be moved out of WIP and off of the production order into an inspection warehouse or location.It needs to be inspected at this point to determine if it will be returned to vendor, credit requested, or it can somehow be used.What transaction will allow us to to return this specific material into inventory, not to the original location but to a new inspection warehouse or location?If it is found to be defective, how do we return it to the vendor since the original PO receipt is complete?Thanks!

Hello EveryoneWe have a problem with the size of the database due to the emails and attachements.Is there something we can do in order not to save these emails with their attachements ? a setting we missed?  If not a possibility of a purge of the data we don’t need ?Any ideas Thnx;

As per previous questions I have a query about finding the average unit cost of an item per branch.We have 3 branches in the tenant with 2 currencies.  Within the main branch we have 6 warehouses all one currency.  I am trying to present a GI report / Inquiry that gives the user a view of all stock available to sell across the branch per warehouse with one average cost for the branch.  The INItemCost object does not allow for a siteid but does have a CuryId.I am using the following objects:INItemCost, INItemStats,INLocation,INLocationStatus,INSite,INSiteStatus,InventoryItem. Is there perhaps another costing object that I can use? Thanks

Retainage feature applies only to AR Invoices which is fine but what about the SO Invoices? Is there any way to calculate the retainage rate to Invoices coming from Sales Order module?Your comments would be appreciated.

HI,When create the purchase receipt, the sales order’s shipped qty column indicates the receipt qty as shipped. But the created purchase receipt was incorrect and the user need to cancel (Return or something to correct the error) the release purchase receipt and receipt again the correct qty.Once we create the Return using the following button, it allows to receipt again the same PO qty.After create the return, Then we have create the purchase receipt again with correct qty. system allow to do the same but the SO shipped qty indicates as followWhat is the process to correct the erroneously created drop ship reciept without doing any adjustments to the created SO? or is there any o

The client needs to have COGS account on a warranty sales order default to a different account.  However, entering a reason code on the sales order line does not change the account/sub on the line. 

We want to create a report with item mages and send the report via a busines event.  The report would have a customer’s prior item purchases with the each item’s image from the item’s “attributes”.  Is there a way in the same report to have an item’s description, the item’s purchase history, and the the item’s image from item attributes in the same report?  

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:

Is Acumatica storing last Sales Order created date for a Customer?

Error: “The account is on a credit hold. Remove from credit hold?” When I am creating a new sales order, the following error has occurred. 

Hi Everyone Is there a way to see the document LINE attachments in the Vendor Details Screen (AP402000) without opening the actual document?  Thanks 

Hi,I have already imported the basic fixed asset information. We are doing a FA implementation and the system is in migration mode. However, I am trying to do a second import only to update the Last Depr Period and Accum. Depr (see below) and my import is failing. The second screenshot is my import scenario. I have also attached a copy of my data provider. What fields am I missing in my import scenario or Data Provider.  Thank you,Frances   

Hi, Upon adding the same location in warehouses, upon saving the added location does it disappear?We want to tag a different project task in one location to process a transaction with project ID tagging.Thanks!

Can AcuPayments be used with: WooCommerce, Big Commerce, and Shopify?If so, which behaviour should I be expecting? I’m assuming it’s #1.Authorize and Capture on the website Sales order and captured Payment transmitted to Acumatica Authorize on website – Capture in Acumatica before shipment. Sales order and Authorization payment transmitted to Acumatica. I’m also open to a link to documentation about AcuPayments, but my quick searching is not returning anythng menaingful regarding who it can be used with and how it will be used. Thanks!

There is no ‘ship date’ field in the Purchase Order.When submitting PO to vendor how do they know when the desired (RSD) requested ship date is? There is Promise date but that date is when we expect to receive the goods from the vendor and we don’t want to include that on the PO for fear of them using that as their ship date.Coming from SAP and Oracle worlds, I’m surprised there is no ship date on a PO and am curious what the community is doing over come this issue.  Look forward to feedback.  Thanks.

Is there a way to print labels containing the item # and description sorted by warehouse location? Storage summary seems like it would work but there’s no option to export to a label printer. Any tips would be appreciated.

In the Replenishment process, what does Replaned mean? How does Replaned affect the Create Purchase Order process?

We have Items without Replenishment settings but that are in an Item Class that has Replenishment settings.  When these items are on a Sales Order, we would like to capture them in the Replenishment process. We don’t like to use Mark for PO because then our Sales Reps need to know which items have Replenishment settings and which items need to be Marked for PO.Is there a way for the Replenishment process to catch items on Sales Orders that have no Replenishment settings?