Distribution

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. 

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.