Distribution

Hello! When I’m setting up the Item class, I have mentioned inventory planning method as none. But now I want to add replenishment to the items hence given planning method of the item class as Inventory Replenishment. But this change does not replicate in the stock item hence I have to re-enter the item class to the stock item. By doing this my already given information to the item get changes, and also, we are changing item class defaults at the item level hence cannot update the item class.  Is there any way I can set up replenishment or take replenishment to the item level?Best Regards Amanda 

Hello everyone,I need to establish different approval processes based on the amount of the estimate. However, when I create multiple approval conditions and activate them all in the sales preferences, the approvals do not function correctly. The approval circuits end up duplicating, or the designated approver is removed from the process.Specifically:For estimates less than €5000, approval is required from division managers involved in the estimate. For estimates between €5000 and €10000, approval is required from division managers involved in the quotation and the sales manager. For estimates exceeding €20000, approval is required from division managers involved in the quotation, the sales manager, and the operations manager. For estimates exceeding €50000, approval is required from division managers involved in the quotation, the sales manager, the operations manager, and general management.Any idea please how can i set up these approval processes ? Thank you in advance.

What is the industry best practice for invoicing customers for drop shipments? We are looking to have a 100% automated process.

How can I enter G or GRAMM as a weight unit in the stock item screen? In the list I only see KG, although GRAMM is also created as a unit in the measurement units screen. When I manually enter G or GRAMM in the stock item screen and save, it just disappears.  

Each item class has attributes and I would like to set it so that when I add a new item and select a specific item class, the attributes have default values ​​automatically. I'm mainly concerned about the checkbox, one of the attributes has a type Checkbox and when I add a new item of a certain item class, the checkbox is by default without a checkmark in it. But I want it to be checked by default. Can someone tell me how to achieve this?  

Interesting that Acumatica only calculates a reorder point.  For many distribution businesses, there should be a calculation for the max that spreads the min/max values.(1) Has anyone addressed this?(2) I am trying to create a business event to update the Max, with a calculation (simple testing is just something like 1.25 * the Min Value)I have my GI, Import Scenario and Business Event. I am struggling with syntax/approach to update the max.  I have tried creating the calculated value in a column output in the GI and use that to update Max in the import scenario.  I have also tried to put the formula in the Import Scenario to calculate the new max from the min. Various attempts have returned various errors. Anyone have suggestions?  Is this an area anyone else struggles with providing solutions? 

The inquiry captures Number of Useful Operations.  What tasks are considered useful by Acumatica’s business logic?

Hi - hoping someone can help out. The way the current receive and put away function works seems very limited unless I am missing something. We were expecting it to work more like the physical inventory, where more than one person can count at a time, and it sends it to a review screen so it can be compared to the packing slip the vendor sends when they ship the purchase order, then once confirmed it can be released The way it seems to work is only one person can receive at a time, it doesn’t save what has been done while they are working (so if its a big order and need to take a break the work will be lost), and there is no way to review it on the desktop. This basically makes the receive function useless for any warehouse of somewhat size. If we get a full truckload order in this can’t handle multiple people receiving and review… Hopefully I am wrong...Thanks,Mitchell

Hi,Cannot send out an email. we tried sending out a copy of the purchase receipt from the Purchase Receipt module, we went to print the purchase receipt and then clicked on send, but upon checking, the email was not automatically sent, the email status is Pending Processing, and in the email, the cancel sending button lit up, meaning it was not yet sent out, . This is the same as the one reported in emailing statements in Receivables (Print Statements) we need to do an additional step, which is to go to All Emails > Outgoing emails > click on the email in question > click on  > Process, only then will the email be sent, 

Hello,Looking for to see if anyone has tried to auto populate GL Sub Accounts based on the Branch selected on the line items of the PO. It looks like a buyer has to manually select a sub account and we are looking for to see if there is a way we can auto populate this to avoid any incorrect selection of accounts by users. Appreciate the guidance.Thanks,

I can’t find the sync schedules for our Big Commerce entities (Customer, Sales Order, etc..).I need to edit the frequency that these entity syncs are happening but cannot locate them. Any help would be appreciated.

how it calculate because sometime sum extend cost in detail line but sometime it’s not the same sum of details line

Is there some way in Acumatica to warn users, during entry, that the Inventory ID exist in another row?  ScenarioA clerk inputs a Sales Order, Invoice, or PO with numerous items, 30+, including Item A. Later on they get a request to ‘add’ Items B to the order but they inadvertently select Item A. So the order is now has two rows with Inventory ID Item A.  Required behavior:A popup prompt to notifying user that the Inventory ID already exist on the document Place a warning icon adjacent to the duplicate Inventory IDs        

Hi,An debit adjustment (which includes incorrect date) was released against a purchase return. To remove that particular incorrect debit adjustment from the purchase return, what can we do ? Thank youNawanjana

Hi,  How can I customize the process shipment action dropdown list to include a custom Packing Slip format that I've created?  Thanks

Hello,We have the following scenario:The customer sells clothes, the size and color variants were created.Matrix items were created successfully.Matrix Items createdNow it is necessary to create the barcodes for each item.We select the item from ‘Matrix Items’  tab.Selecting matrix itemThe system displays the inventory items screen with all fields populatedMatrix items populated in stock items screenThen, when we try to create the related barcode, we can select the desired option, but when we change the pointer to the alternate ID field, the system erases all the other fields on the screen:Alternate ID  selected Data in fields erasedSo, we can’t update the item.Is there any other way to do this? Thank you  

We would like to reverse physical counts entries, can it be done?I am aware that the journal entry can be reverse but how about the items?

We sell a build-to-order product with 8 weeks lead time.  We require a minimum 20% down payment (exceptions occur, so we must account for variations from 20%) of the full sale price before we begin the build.  Here is the desired workflow:Create Sales Order with full price of product Invoice 20% of the Sales Order amount Customer pays down payment invoice via email pay (secure portal 3rd party) Apply as a Payment/Prepayment on the Sales Order The Payment/Prepayment automatically applies to the final invoice at end of the buildThe problem is that I cannot create a down payment invoice for the 20% linked to the Sales Order.  I can send the Sales Order form with an email pay link on it, but it will be for the full amount.  We can tell our customer to only pay a certain amount, but the customer will have to manually modify the amount (because the payment amount for the customer will default to the full sale price).Is there a workflow to handle down payment invoices?

Hey TeamI am trying to create an SO Invoice (SO303000) for a confirmed Shipment on a Sales Order. I am trying to use Import Scenario. However the error throws an error without any description. Which generally mean the construct of the import scenario is not right.The import work if I don’t use ‘Add Order’Can anyone point our my mistake?  

How can we add outgoing shipping to cost of goods?  

I have some generic stock/non stock items set up for certain purchases.  The buyer changes the description based on what it is.  The correct description shows up in the PO once it is saved, but I cannot find this field in the POLine table.  I can add POLine.InventoryID_Description but this pulls the description from the stock item, not the PO Line.  How do I add the actual PO lin description to a GI?  This GI below uses POLine.InventoryID_Description, but I want it to show the actual PO Line description above. 

When Adding shipment to the SO Invoice by Add Order action we are getting this subjected error.Below is the trace.LINQ fallback! Consider rewriting your query. Graph: Wrapper.PX.Objects.SO.Cst_SOInvoiceEntry LINQ Model: value(PX.Data.SQLTree.SQLQueryable`1[PX.Data.PXResult`1[PX.Objects.SO.SOOrderShipment]]) => Concat(value(PX.Data.SQLTree.SQLQueryable`1[PX.Data.PXResult`1[PX.Objects.SO.SOOrderShipment]])) Base BQL: Select2<SOOrderShipment, InnerJoin<SOOrder, On<TypeArray<Field<SOOrderShipment.orderType>.IsRelatedTo<SOOrder.orderType>, Field<SOOrderShipment.orderNbr>.IsRelatedTo<SOOrder.orderNbr>>>, InnerJoin<SOOrderType, On<TypeArray<Field<SOOrderShipment.orderType>.IsRelatedTo<SOOrderType.orderType>>>, InnerJoin<SOShipment, On<SOShipment.shipmentNbr, Equal<SOOrderShipment.shipmentNbr>, And<SOShipment.shipmentType, Equal<SOOrderShipment.shipmentType>>>>>>, Where<SOOrderShipmen

Any partners have experience with Orbis DSD Route Accounting & Planning (POWERED BY COMPUTIME SOFTWARE LIMITED)?  If so, willing to share your experience at a high level?

Hello,I have a small issue with landed cost as some of the landed cost goes into the Landed Cost Variance Account and it does not show in the Inventory Valuation report and the Average Cost in the Stock Items.Does anyone know the workflow to correct this issue?The final bill of the landed cost cost is entered after we received our goods and we start selling them right away.Landed Cost Variance AccountThe expense account to be used for this stock item to record the landed cost difference that occurred if landed costs are allocated to an item that has been sold. Thanks,Nelson

We want to know how landed cost is computed. Does it show up under the item cost statistics as "average cost?"Does average cost equal landed cost?If not, where can I see landed cost?