Distribution

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 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.

Hi Everyone,I am wondering if anyone in the group have tried and succeed in having a conditions set between multiple attributes so only relevant data shows based on what was selected. I see some old article which is referring to product configurator and some rules, however in 2023R1, I don't see these type of rules available to link attributes.Example :Attribute 1 (Brand) = TOYOTA , HONDAAttribute 2 (Model) = Camry, Highlander, GR86, CR-V, Accord, PilotWhen Attribute 1 is chosen by the user as Toyota for the Attribute 2 user should only see relevant model of Toyota and not Honda models.Thanks,Hari 

HI All,We are a trading company in construction business. We buy products from oversea supplier, and product is customized to fix with specific project, which means the components of product may not be changed but the qty of component to create a finished product will be changed, and the dimension of finished product will change too.For example, I got an order 1 Movable Wall for Project A, 1 Movable Wall for Project B (because of different project, the finished Movable Wall will be in different size). The information related to 2 Movable Wall is display as below table:Product Component Component QTY Packages QTY Movable Wall Project A Frame 1 2   Wall 1 2 Movable Wall Project B Frame 2 3   Wall 3 5   Power Column 1 1  The issue here is how to set up Inventory ID and manage item correctly.If creating item as Component Level (each component will be 1 item code → total 3 items code for above example). We cant manage the qty of packages in item. Ex

Hi,Looking for your insights into the the following questions around inventory valuation methods.Average Cost Calculation:  Is the average cost recalculation triggered only on a purchase? If a purchase is back dated after a sale has already been posted does the system recalculate the cost on that sale to reflect the true average cost? FIFO Cost Calculation If a purchase is back dated after a sale has already been posted does the system recalculate the cost on that sale to reflect the proper FIFO cost? Inventory Adjustments:  Under FIFO do all inventory adjustments need to be matched to a prior purchase?  Negative Inventory: Average Cost:  If inventory sold into a negative position and purchase back dated will system adjust costs to accurate average cost or just use the last cost for sales made? FIFO:  If inventory sold into a negative position and purchase back dated will system adjust costs to accurate FIFO cost or just use the last cost for the sales made? Thanks,Hari

I have been using stock item attributes for years. They always show up in the InventoryItem DAC for me to select in a generic inquiry on on a report.However, I’ve just run into a situation where they aren’t in the InventoryItem DAC and I can’t figure out why they are not showing up for this specific customer.I have set up this attribute: And added it to this Item Class: The attribute shows up on the Stock Item and allows me to enter a value: However, when I try to add it as a column on the Stock Items list, the attribute is not a selection in the InventoryItem DAC. It’s also not available to select in any report that uses the InventoryItem DAC. I thought maybe something had changed in the 23R2 release (that’s what this customer is using), but we have other customers on 23R2 and the attributes are behaving as expected in the InventoryItem DAC.Below is the generic inquiry that I’m trying to add the attribute as a column, but it’s not available as a selection:  What am I missing?

Client has a 5 page Terms & Conditions for the want to have sent with their PO.  It has word-level formatting which would be time consuming to replicate in report designer.  I tried adding a PDF version of the T&C’s to the email template but it doesn’t carry over when I send a PO out of the system using that template.Outside of writing the report does anyone have an easier method of attaching a document to a template that isn’t a report?  

Hi Everyone,I am unable to binding the data in grid, I don’t know what’s going on . Data view (Graph)   [PXFilterable]   public SelectFrom<FSEquipment>.          InnerJoin<FSSODet>.On<FSSODet.SMequipmentID.IsEqual<FSEquipment.SMequipmentID>>.          InnerJoin<FSServiceOrder>.On<FSServiceOrder.refNbr.IsEqual<FSSODet.refNbr>>.          Where<FSSODet.refNbr.IsEqual<PYServiceEquipHistory.refNbr.FromCurrent>.          And<FSSODet.SMequipmentID.IsEqual<PYServiceEquipHistory.equipmentID.FromCurrent>>>.          OrderBy<FSServiceOrder.orderDate.Desc>.View ServiceEquipmentView;  Where condition not working here..! Data available in the database When we select the both fields data adding into the grid but it’s not working.Please help me on this issue.ThanksNageswararao.

How can we generate an invoice for recognition transection after runing  Recognition it only generates a batch number. If we want an invoice, what do we do? 

Wondering if it is possible to create 2 invoices and 2 separate dispatch consignments from the one “open” shipment.Example :Order is generated via online platform then integrated with Acumatica.Warehouse “Opens” order and creates picking slipSome orders may contain “dangerous goods” which will be required to be sent separately with another carrierAs customer has already paid for goods we want to be able to separate and generate the 2 invoices. 1 each to accompany the package.If not, anybody have suggestionsThanks  

Hi,Is there a history report or some other way available related to salespersons to check their assignments/Resignments etc.Thanks

Is it possible to select which fields are (and are not) copied when using the standard copy (clipboard) action on Sales Orders?We use UDFs to trigger a few workflows. After our recent upgrade to 23r1, the values in those UDFs are persisting, causing those copied orders and reorders to not fall into the workflow. Thanks! 

The billing address in BigCommerce comes through to Acumatica as the shipping address, so the orders get sent to the wrong location.When I do the investigation, the shipping address that is not currently included in the customer address book of Bigcommerce. And address was just added to Acumatica customer record 11/29/2023, after SO was created 11/24/2023.image.pngimage.png When the SO synched to Acumatica, since it can't find the shipping address, it choose the default address which is the billing address.Is there a way to check if the Customer location and the sales order didn't sync at the same time? 

2023r1u13.   I’m trying to make a branch specific mailing, but the branch field is grayed out.   I have other branch specific mailings that I had previously defined.   Bug or am I doing something wrong? Thanks,Brett

We create a PO Receipt - then upload the data from Excel into the Issue (in Inventory). All the other column fill in correctly - but the Lot Serial number has to be entered into each line manually.Is there a setting so that the data from the PO Receipt will correctly load into the Issues?Thank you for all your help.

HiI have a requirement to record the serial numbers of a receiving batch at once using the serial number of the box/Cartoon.Example : One box of items contains 100 units which has 100 serial numbers. Without opening the box and scanning them item by item, need to receive 100 items with the 100 serial numbers by scanning a serial number available for the box. The supplier provides the 100 serial numbers and the box serial number in excel before we receive the shipment. How is this possible in Acumatica?Best Regards,Dulanjana 

We are using the Authorize.net plug-in Our typical business process is:Authorize the entire amount of the sales order - say $1,000 Create shipments. There often is more that a single shipment because we ship certain items from one warehouse and others from other warehouses. Say the authorization amount is $1,000 We invoice the first shipment and we are triggered to Capture via Credit Card Processing for Sales (SO.50.70.00) - say $800.00. When we invoice the second shipment there is no trigger to capture the second shipment for $200.00. It seems that the remaining authorization does not transfer to the second shipment/invoice. The result is that we are releasing invoices that have credit card terms but have a balance I’m thinking that the credit card system does not allow for authorizations to be split.What would be the best business process to ensure that we are capturing the remaining balance on the second invoice? 

Hi, Is there any workaround to reverse a released inventory receipt document.As far as I know in Inventory Issue, we can pick Return type to reverse the document, and this field doesn’t exist in the inv. Receipt.Appreciated for your support. Regards,Him

Hello: I attached a file. Please If you need anything else let me know. Thank you

Currently in our Acumatica instance we have two screens that are in the hidden folder:1. Sales Price Worksheet2. Sales PricesThey are accessible through URL/Screen ID.However, we want to move them to the ‘Sales Order’ menu.Is this possible? Only resources I could find were on how to move something TO the hidden folder.Thanks!