Distribution

Hi All,I am running into an issue while importing check payment transactions to the AR payments and application screen. My scenario setup is given below along with the error I am getting. I have Integrated CC processing enabled under 3rd party integrations and I suspect that is what is causing the problem but it really shouldn’t since this is a check payment and not a CC payment. Let me know if you guys have any ideas. Acumatica version: Acumatica 2023 R1 Build 23.111.0019   

The command @ship through mobile device is currently not supported, am I right?We want to be able to enter box package weight as well as dimension from mobile device after pick and pack, how can we achieve this?

We use a variety of lotted items which are specific for orders (hence lotted). These get purchased through critical materials when on a production order or purchased directly through the Sales Order - which retains the PO link and allocates the lot upon receipt. Great so far. There are times when a lot (ex. LOT000041) gets pulled and shipped to the customer, however our teams forget to record the shipment in Acumatica. As a result, the LOT000041 remains in inventory until a month-end inventory count. At month-end, the lot is not there (as it has already been shipped) and we record the depletion. Now here is where the issue arises…When we perform the month-end depletion, the initial allocation remains in the system. As a result, we end up with something like this:On Hand - 225Available for Shipment - (-45)This occurs because we have 225 on hand, but we have 270 which have been allocated. In this case, there are 45 lotted items w

I am having an issue with the replenishment report not working all of the time.  One day the items show to reorder, and the next they do not.  Here are screen shots of what I am seeing.   From this screen shot you can see that some of these items should come up on my reorder report, and they did yesterday.  Today I am getting ready to order these items.  And this is what I see now.  You can see that they should still be there based on the parameters.  However they do not show up today.  I am not sure why it has changed.  We have not made any changes to the items.  If someone can explain that would be very appreciated.Thank you, 

I am getting a "The values in the GS1 Barcode are not valid for the current step" error when using the Receive and Put away Screen to received goods with a GS1 Data Matrix from a PO. Anyone know how to troubleshoot this?

HIis there a way to have authorized items for certain customers meaning certain customers can only order these items how about restricting unit of measure etc..

Hi, Im trying to release a kit from the Kit Assembly page and keep getting this error. There’s no one else using the system and Ive deleted all other Balanced forms of this assembly? 

I have a basic Acumatica Shipping question I hope someone can help me with. We are setting up Acumatica Shipping.  We only want to use Acumatica Shipping and not any third party plug in(s). We are using the basic Acumatica Shipping and not the Acumatica WMS. Does Acumatica Shipping have a “Packing List”, and does this Packing List include how many boxes are being shipped?  I found the Acumatica Shipping Confirmation, but it does not include the number of boxes shipped.  Your help is greatly appreciated.  

A lot of our Customers want us to ship product Collect and bill their freight account.  We are not integrating Carriers into our system as of yet but has anyone come up with a good way for Order Entry to key in the Customer’s freight account so it is visible on the Shipment Conformation and the Invoicing department will charge the correct account. all ideas are welcome.  

I am getting an error while inactive the warehouse ! Unreleased trasaction ? How to check the unreleased trasaction and make warehouse inactive.

Good Morning,I have an issue where the customer wants to run the PO Order and send it out via email.  This of course works as expected.  They also wanted a sign off form attached.   Initially this was solved using the report footer as the sign off page.  However, the customer wants them separated into two distinct attachments on the email and not one document.  My initial thought is that this is now two form reports, the latter being triggered by the former (PO Order) running.  Is there some good way to solve this? Goal:  Customer runs PO Order Form Report, clicks send.  Email has two attachments, the purchase order and the sign off form.  Do note that the sign off also has purchase order and project info on it.

Good day all,I have added a project column to the grid on the reconciliation tab of the Fixed Assets form. After that I added a project ID on the header as shown belowWhen I select a project ID at the top I want it to filter the data below using the project ID selected. I have extended the AssetMant graph using the code below but when I publish I get errorsnamespace PX.Objects.FA{ public class AssetMaint_Extension : PXGraphExtension<PX.Objects.FA.AssetMaint> { #region Event Handlers public PXFilter<GLTranFilter> Filter; protected virtual IEnumerable DsplAdditions() { if (Filter.Current != null && !string.IsNullOrEmpty(Filter.Current.UsrProjectFilter)) { // Apply filter

We are currently in version 2022 R2. Tax Category, Taxes Zone, and Taxes have all been set up.  We implemented in a Canadian branch, which is why we are adding a GST tax. However, the tax is not generating on POs and APs. I have found a post, but our situation is the opposite. @Laura02   helped me out a lot to check and she was unable to get tax to appear on a PO in 2022 R2, which is the same version we are using at the moment. Purchase orders getting issued with tax - despite vendor being Tax Exempt Could this be a version issue? The PO and Bills and Adjustments are not generating a tax? Is there anyone else experiencing the same problem.

Does anyone know how to load external url image to Acumatica Form?For example I have an UDF UsrImageUrl = https://designerimages.artifi.net/UserPhoto/0e8a78b2-eea3-475e-b38c-b3ea2b606926/Customize/Standard/5f2142de-766c-44a0-8f32-0b447de9f6e2.png.How do I load image in UsrImageUrl to an Form? Thanks

Hi, I am trying to import on the Item Warehouse Details and I am getting an error that the warehouse can not be empty. Does anyone have an idea?Here is the screen that I am importing to:The import scenario:The error (warehouses are filled in) 

On Requisition detail, there is an Account and Subaccount field. When I enter a Requisition, these fields are empty by default. If I populate the fields, then create PO from the requisition, the Account flows to the PO (even if different from account on the non-stock item), BUT the subaccount does not. It defaults from non-stock item. Is there a way to allow subaccount to flow from Requisition to PO?  My understanding is AP Preferences determine where the subaccount comes from if non-stock items are used. I have it set to pull from inventory item. Don’t see anything that could be changed here to accomplish the above. Anyone know what else I could do? I don’t understand the point of subaccount on Requisition if it can’t flow to the PO/Receipt where the actual posting occurs. Thought maybe it’s just for budgeting, but that doesn’t explain why the Account does flow to the PO.  Thanks in advance. 

Community,I was working with the Inventory Transaction Summary report, and when you click the box ‘Show Items Without Movement’ it still shows items with movement.  When I open the Transaction Details, it shows receipts/issues etc. This is also with a specific location chosen.   I have a manger that is wanting to see every part number that has a specific receipt location that has no transaction history.Any thoughts?  Ideas?  I’m willing to write a report, but do not want to recreate the wheel if there is something better already out there.Thank you,Trisha

Hello  I want to display on the Sales Order report , the item description with to languages at once I know the info is in InvenrotyItemKvExt  but i can’t find it in report designer 

Hello Acumatica Community,As a boat manufacturer, we procure aluminum in bars and send them to an external company for cutting into sheets. How can we effectively track this process in Acumatica, to keep consistency with Item IDs and managing Unit of Measure (UOM) conversions seamlessly?Please share your insights. Thanks!

I need to create a generic inquiry using data on the Inventory Summary screen and I specifically need Lot/Serial Number. I can find most of the fields I need in INLocationStatus, but serial number isn’t stored there. Where can I find that? 

Hi! I have a client with this requirement: for POs they need to be able to assign a condition to each line item, for example, new, used, refurbished, etc. This condition then needs to flow down to the purchase receipt so receiving makes sure they receive the item in its proper condition. We’ve already mentioned using line item notes but they don’t like it. I’ve thought about template items but that might be excessive. I’m thinking about item cross references or related items since Acumatica no longer has subitems. But if you have any ideas would be great.

Hi everyone,We’re delighted to announce this Community Mentoring session with @Neil Cantral!Business Events for Order ManagementA brief overview of Acumatica Business Events, how they are used to manage orders in a B2B distribution company, and a Q&A.Neil: I’m a leader in the PNW Acumatica Users Group and the Director of IT for Wilmar LLC, a B2B distributor of automotive tools trading under brands like Performance Tool. My Acumatica journey started in 2016 and I’m always happy to talk and share my experience with the platform. My focus over the years has been rooted in the Distribution module with a lot of experience in inventory allocations, reporting, third-party WMS, and customization.Community Mentoring sessions are approximately 30 minutes and limited to small groups (10-12) of members with one of our power users who is an expert on a topic. If this sessio

Hi Can we create purchase order types in the acumatica same as the SO order types?

We have an intercompany vendor that we purchase goods from without any tax impact. The vendor is tax exempt, but when we issue a PO, it is generated with tax. When we generate interco sales order, it is generated without tax. Any idea why the PO would be getting created with tax? The item on the PO is a taxable item as it is taxable to the end customer.  

Is there a way to find out which account scanned which items using a mobile scanner, not an inventory tag? It would be really helpful for auditing if I could track exactly which account scanned what items and I figure it must be somewhere.