Distribution

hello, I'm trying to set up an event to receive notification when payment details change.I've set up the audit trail, a generic query showing updates and the event, but I'm not getting the notification that a new change has been made. Some help please..Thank you in advance. 

Hello, in this screenshot, how can I either delete these records or mark them as sent?  That’s question #1.  Question #2 is why are they there in the first place?  We are emailing these, I can look at the Activities tab on the customer and see that it was sent.  I do have “send user emails immediately” checked in Email Preferences.  Is that causing it?Thanks.

when we select Building ID in warehouse the address is not automatically fetching into address section or should we update manually in both screens.  

Getting an error when trying to open Documents Not Posted to Inventory. Error occurs as follows - The Documents Not Posted to Inventory button is disabled. If anyone has any idea about it please let me know. Thank you

In a Purchase Order, could the ADD ITEMS button be made to look at both Stock and Non Stock Items? Currently it only looks at Stock Items. 

I want to see if other users have the same issue or requirement as we do with Transfer Orders.We have a production warehouse and a sales warehouse, items produced in PW get transferred to SW to ship. When we produce make to order items we have an issue with allocations.The sales order creates a requirement and allocation. When we create a transfer, in order to ship the item from one warehouse to the other you are required to allocate to the TR in order to ship. In order to do this we have to remove the allocation from the sales order and allocate the transfer order so we can create a shipment. after item is received at the sales warehouse we have to reallocate the sales order. I’d like to be able to ship the transfer without affecting my sales order allocation or creating a duplicate requirement.  Second issue:If we want to move inventory from one warehouse to the other but the items are on a purchase order and not yet received we can’t. if we create a transfer and leave it to be fulfi

Our client has equipped their warehouse staff with scanners, and within a single purchase order, there are multiple lines to be received. To streamline the process and make it more efficient, they are looking to have multiple users receive the same order. They have divided the lines among them and instructed them to relocate the received items within the warehouse.Upon testing the Receive and Put Away function, we encountered an issue where it generates a new purchase receipt for additional quantities, instead of receiving the current ordered item.Is this scenario feasible?Thanks,

How to change the Warehouse ID while using copying the Inventory transfer?

We have a number of non-stock items that we wanted to change them to stock items.  Is there a way to do so?  Please advise, thanks...

How do you remove someone’s ability to Convert to Non-Stock Item? 

When creating a dashboard, the above error message is displayed. What is the reaon for this and how can it be corrected? (2021 R2)

I have to say there is a lot to be done to sales quote in terms of adding freight. Additional shipping information that is added recently is appreciated but still not enough, it doesn’t have the ability to just add freight price and premium freight price. I can’t see either the amount of freight calculated after specifying ship via, zone, etc anywhere in the screen/form. We ended up using a non-stock to charge freight manually.Is there any enhancement planned around this? If there is, in what version?

We have a situation where we have 9 warehouses all physically next door to each other, Some warehouses have an upper area. These warehouses store different items types / value in their respective warehouse. As per Acumatica these 9 warehouses all belong to the same building thus making scan and transfer possible. But the only time this is needed is when a sales order has items from different warehouses needs to be sent to the a sort area ready for packing and shipment.The issue here is that Pickers are assigned to the 9 different warehouses and are not all gathered at one single starting place so the criteria to place path values at each of the particular warehouses Rows, shelves and bins is not possible for the algorithm to do a computation and result in picklist assignment.It seems to me that this leads me to use “manage picking queue” and assign pickers to the picklist where a sales orders items lie amongst the 9 warehouses. However if i do manually assign a picker to a warehouse to

when I adjusted quantity + , the adjust value go to received not adjusted columnwhen I adjusted quantity - , the adjust value got to issued not adjusted column

If you run the Sales Order Summary Report (SO610500) with no beginning date, the current date as ending and and additional filter of status not equal to complete, you would get a list if all Sales Orders that still need to be filled the their Open Qty and Open Amount.  I would call this the ‘Sales Order Backlog’ or Open BalanceI would like to see this same “Backlog” as of a historical date , say a year ago.  How could this be done? not quite sure where to begin…  thoughts?  

Acumatica is creating a zero adjustment transaction for for cycle counts with no lines adjusted for inaccuracy.  How can I eliminate this adjustment from occurring?

Looking at working on integrations with our shipping broker, and we are investigating how to pass along dimensions for items we ship through them regularly.  I know where is box dimensions that can be captured, but I believe those only come into play during a shipment.  We are trying to store these at the stock item, so that when we create a new stock item that we want our broker’s system to know about, that data is readily available to pull.Does anyone have any best practices?  We are currently looking at either adding the information as attributes, or adding customs fields to the packaging tab on the stock item record.

hello all,I would like to know how we can generate deferred revenues for contracts and then generate AR invoices for those deferred revenues. 

The user has created a sales order and allocated a certain quantity. Now, they have created another transfer order (similar to the functionality for shipment creation like the sales order) and require a quantity allocation. However, since there is no quantity available, they need to check the transaction summary and find the allocated sales order to deallocate it and process the transfer order.During this process, the user would like an automated option where they expect the system to automatically deallocate the quantity and allow the user to allocate it for the required sales order when there is no quantity available.If the warehouse contains sufficient quantity, there are no issues.Reviewed-Any suggestions

Hi all,So I noticed that when creating a PO with multiple line items with the same inventory ID, when the PO is printed the system sums all of the lines together and only prints out one line item with the aggregated total qty. Our hope was to create a PO with multiple lines that correspond to requested on dates which you can change on the line level. We are trying to avoid having to cut a PO for each day and just have one PO with the different requested on dates at the line level. Wanted your thoughts on if this is possible. Thanks,

Does the new MO (Mixed Order) Order Type no create an IN Issue/Receipt? Tested this out today for a mixed return/invoice and did not see any IN Issue/Receipt on the item history.There is an Inventory Reference Nbr transaction in the MO order under shipments tab.It appears like it would have create the IN Issue/Receipt, but I do not see it in the items’ transaction history. I must be missing something - this type of order definitely needs to create inventory transactions

I am struggling with setting up a client selling clothing in New York state and using native Acumatica tax for the Sales taxThe issue is clothing items in New York state are exempt from NY state sales tax for items under $110.  Clothing is then subject to a country clothing surtax (which can be different than the county tax) and several counties waive the tax under $110.My issue is when a sale is for example 200 tee shirts at $10.  I can only assign a tax category to the inventory item.  I have set up Tax ids for NYExempt and then each county/clothing tax.  The tax ids are set up as exclusive line level.  I have set up tax zones by county/cloth and assigned the specific county/cloth and NYexempt tax id to it.When I invoice the 200 tee shirts, it only exempts $109 as it looks at the line item as a whole due to tax category being assigned instead of tax id.Also, when I have multiple lines for clothing, it is treating it as document exclusive and only exempting 109 instead of the lines by

Hi,I want to set approvals for sales orders based on the minimum markup of an inventory item. If the margin % of the sales order line is less than minimum markup, system should get approvals. Do you have any idea how we can get this done? Thank you,Dulanjana

Hello all,I would like to know why the system is not displaying the employee records under the Owner field → PO Screen: I have many employees created in the sytem, but it is not displaying here. Can anyone explain me how to resolve this?Thanks in advance.

Can we extend or increase character lenght of the Account Email in the Customers screen?I have checked and i can not find in the customization.