Distribution

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,

I need to display the address from the shipping tab on a Custom GI.  Currently i can display the Billing address info without any problems but i am not sure how to display the shpping address. When i inspect the element for the shipping address The data field is AddressLine1, The DataClass is Address,   This is the same thing i see when i inspect the element on the Billing tab.   The only difference is the ViewName.   for the shipping tab the view name is DefLocationAddress.   How do i refer to AddressLine1 for the Shipping Tab in a GI? 

We are experiencing storage issues due to the number/size of files our teams are uploading. Where can I find/create a list of uploaded files and the associated sizes? Can I build a GI? This information looks to be stored in ‘UploadFileRevisionNoData’ but this doesn’t appear as a table in Generic Inquiries? 

If I have 10 different items in a BL (Blanket Order) and l only want to create 1 Child Order with item 3 and 7. How can I do it ? Because right now when i click in “create child orders” automatically the new child order contain all of the products. I only want to make a child order with the products that l select. 

Can anyone recommend a supplier of perforated paper for Physical Inventory Tags? A supplier you have used that worked well.

We are looking for a way to have Acumatica provide an alternate pick location during the pick process if a sku is not in its expected location.  As an example, the mobile app directs the picker to get a quantity of 3 of sku A from pick location 123.  The picker goes there and only 2 units are available, even though the system believes 3 should be there.  This could be due to a prior receiving issue or miscount.  But, we have more units of sku A in other pickable locations. How can we tell the system there is only 2 in location 123 and direct the user to another location where sku A lives to complete the pick process and pick the full order?  We don’t want to close out the order as a short ship if we have more units in the building.  Ideally, we also want the system to correct the inventory issue in location 123 as well. Thank you!

Hi,In Receive and Put Away, I can’t go into Put Away mode (using @putaway) without getting this error message. That said, I can go into the Receive mode (using @receive).  How can I fix the Put Away error message?

Hi there,Let’s say that I am creating a picking worksheet record.On the Create Pick List screen I specify the max number of pickers is 1 and create a picking worksheet transaction. After I create a picking worksheet record I realize that I would like to have 2 pickers rather than 1 for this particular worksheet.Can I add a picker to the pickers tab of the Picking Worksheets screen after the worksheet has been created OOTB? Either this is should be customized?Thanks in advance!

PO Error: There are no lines in this document that may be entered in AP Bill Document directly 

When upgrading to a new version of Acumatica, I’ve had to setup a sandbox and test shipments and I’ll encounter this Avalara related error when trying to create an invoice from the Shipments screen SO302000. What has worked to fix this has been changing the Invoice numbering sequence in Acumatica to different sequence so if it’s set to ‘000000’ I’ll update to ‘Test00000’ or something similar.

In the Sales Order , Commission tab , where does the default Salesperson pull the data from? Where can I fill in this information so that every time when create the sales order, it will automatically display the salesperson I wanted Thanks in advance！

Hi AllI have an invoice which contains several Sales Orders. Also, That invoice has the same shipment name. But If I look in to the Invoice lines, it is not lined up according to the Line Nbr. Instead it considers order line number of the sales order lines and lines of the invoice has been lined up accordingly. I want to invoice lines line up to be same as shipment line order. Is there a way to do that? Thanks

We have an issue where non-stock kits put on Batch worksheet/picklists will not let a picker stage the pick to a “Sorting” location.  I get an error saying “The given key was not present in the dictionary.” There is no issue if the kits are put on Wave worksheets/picklists.  I have tried to allow production/assembly in our picking and sorting locations and toggling requires shipment on the kit.  Is there anything else I can try to allow the non-stock kits to be batch picked? My warehouse likes to pick all of the single line orders first on batches instead of waves.  

Good Morning All,   How can i run a report on materials (excel) for Inactive, No Purchase, Marked for Deletion and No vendor materials.  I am new to this platform still, please intricate detail instructions.  Thank you. 

Hi @everyone,Can't receive transfer order. It shows in-transit, but when I go to the receipt page it doesn't find the TO number. We need 100% of units received. I started to create a receipt for this TO, and then aborted to confirm something. Now the TO can't be found from the receipt screen, so I imagine I screwed it up when I aborted.  

Hi All, I am currently experimenting with related Items.When selecting the Required Checkbox of Cross-Sell, I would expect that I cannot process the Sales Order without adding the Required Related Item.This does not seem to be true. Can somebody let me know what the intended functionality is if not requiring a User to add those Items?

Hi, I have a client that requires two people to approve the PO.  I have set the Approver to “Employees by Filter” in the used Rule Action however once the first user Approves the PO is approving without the second approval.The settings i have used are below. What am i missing?  Any help appreciated.             Laura

Any ideas?  My customer would like to be able to track a type of 'backorder' on a transfer between warehouses.  If in one warehouse the goods are normally stored and a transfer to another warehouse is needed. When there is insuffiencent quantity in the standard warehouse to fullfill the transfer, a ‘backorder’ transfer is then created.

We created a Customer Sales Price specific to warehouse: Prices aimed to a particular warehouse.This is a Sales Price Worksheet. On a Sales Order for the customer the customer price for the warehouse updateOn at Project Quote for the same customer the sales price is not updating from the Sales Price worksheet. The Customer setup for shipping instructions is setup for a default warehouse.Is this correct that the Project quote does update on the warehouse setup for the customer 

I have a custom GI (attached) that shows SOs left joined to CRActivity. The purpose of this report (and join) is to find SOs that don’t have a task attached that has the name “Next Checkin”. This is how we make sure orders are being checked up on regularly.The full listing looks fine, but the filtered results show blank pages. If I skip forward a number of pages, it might show 1, 2, 10, or really any weird number of results. If I sort by SO number descending, all the non-blank results come to the top of the listing. However, adding a condition that eliminates all records with empty SO numbers, or SO numbers that are equal to ‘’ has no effect.Any thoughts on how to get rid of these blank records?  

How do I remove a field from a form ? (See image attached) 

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?