Distribution

Hello all,I have been trying to change the Customer IDs of the imported customer Records, but haven’t been able to. The Segmented Key has the Auto numbering uncheck. Upon saving it throws the following errorand then creates a new blank customer record. Why is it not allowing me to do so?

Import ScenarioImport Scenario error 

Without losing sales history, how do we deactivate item sub classes we no longer use?

I have used a couple discussion topics and this blog post to try and extend the functionality of our shipping confirmation email. This blog allowed me to extend my Shipment Screen to ‘resend ship confirmation’ in case it failed: https://www.acumatica.com/blog/creating-a-new-notification-in-acumatica/I want to be able to send a specific email and form (which is a copy of 642000.rpx).  I have created a notification template called SHIPCONFIRMB2B.    My updated Report 6420MR.rpx references the notification id:I have added the Notification ID to the mailings tab of the Sales Order Preferences for the order type, the customer class and ensured it trickled down to the customer:However when I run this function from the Shipments Tab I get CR error that lead me to believe this is somehow referencing the CRM module (we do not have the CRM module installed).  I have run into issues before with (BAccount) referencing and defaulting values from something stored in the CRM Module but inaccessible t

We are working with a client to implement the Mobile App on their scan device.   It seems the Pick, Pack, & Ship function on the mobile device does not Include the @ship function.   Can anyone explain the logic behind why the @SHIP function is not available on the mobile device.   It is available as an option on the web version.  

Hi Team , Do you know how to modify the original Purchase Order Report to list the items in the order were originally added and not list them alphabetically by Inventory ID? The system currently does it for Sales Order Report but not for Purchase Orders.

HiWe have a client who wants to review GL account / subaccount budgets while creating purchase orders. They are PO's for GL accounts only - so no inventory involved. We have looked at using the Request / Requisition / Order process with them as the budgets are viewable in the Request stage.Is there a way of skipping the Requisition stage to simplify the process? All the required info is in the Request and it would be much easier for the users to move directly to the order step.Alternatively, is there a way of seeing GL budget info in the Purchase Order screen directly? ThanksKevin

Hi -I have created the following import scenario for creating a purchase receipt - transfer receipt.  When running the import I get the following error which is very vague. “The system failed to commit the openOrders row.”  When walking it through manually it works fine though.  This is import is built on 23.115. Does anyone have any idea why.  I have attached my xml as well.   

Hello -  We most recently upgraded to 2023R1 update 11 and noticed that we now no longer have the option of setting up a new carrier native within Acumatica.  This was a feature that we have full access to prior to the upgrade that has no gone away.  Do note - we do have the shipping carrier integration as part of our license. Here is what I see whenever I try to go in and setup a new carrier:  Luckily, I am able to still use my existing carriers that I set up prior to the upgrade, but when it comes to setting up the new REST API’s or a new carrier, I’m out of luck.Is this an issue with this particular version of Acumatica or is this an issue with the configuration on our upgrade?

HiI have a challenge with reason codes in stock issue screen.My customer is a farming concern and have several sub accounts which need to absorb stock issue cost being fertilizer or chemicals, etc.Why can one not choose an account and sub account on this graph. We now have to create hundreds of reason codes representing account and subaccount combinations. its not practical. when you in the issue screen on the reason code field and one start typing for a quick search suggestion, the only value that it runs on is the reason code itself, not the description and not the account and not the subaccount either. If the suggestive search could run on description it can help already.I will appreciate some advice on this please. thank you

Hi All,Just to give details about the Problem I am facing here, the process my customer is using is that they receipt inventory and store inventory. They distribute this inventory  to different internal warehouses. Each inventory is consumed so an IN ISSUE is raised for this when the goods are consumed.We have different posting classes assigned to each inventory classes which in turn has the COGS account.I have noticed when I raise an issue it uses reason code “ISSUE” GL account code when a GL batch is created. I can create different reason codes for each item class but then user will need to select the right reason code based on each line item and its associated reason code linking account which makes it difficult double entry.Can anyone suggest a better alternative please?can we force the system to use posting class when an ISSUE is raised.Happy to have a discussion and provide more details if necessary.Please see an example below. 

Hello, I trying to find a good answer to the below: We want to input our maintenance items in as non-stock items (we do not track quantity, and most are made on site and we do not want to create work orders for them) However, our main site/warehouse handles almost all of the stock and ships it to our 3 other warehouses as needed. We would like to be able to do a transfer of the non-stock item (cost) to the warehouse that is receiving the part. The cost of the materials and labor are all already calculated in the cost of the Maintenace part. When I try to do a 2-step transfer, I am able to save the transfer, create a shipment, and update IN. When I try to receive at the receiving warehouse the transfer doesn’t show up, and when I check the transfer order it shows as completed. However, I am seeing no GL transaction associated with this either. This also applies to our non-stock production materials (screws, nuts, bolts, rivets etc.) Where a plant might need to supply another plant and w

Is it possible for the vendor ID number to be auto generated with the first 3 letters of the vendor, a number to differentiate vendors with the same first 3 letters, and then a V at the end upon vendor creation?For example, when I add a vendor for West Side Materials, have the system automatically create the vendor ID WES001V. Then add Wesley’s Supplies Co. and have the system create the ID WES002V.Thank you all for your time!

What is the best business practice for deciding who is the owner of the Business Account?  Is it the salesperson assigned to the Business Account?  Thank you for any help you can provide. 

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?