Distribution

Hi, When we are creating inventory stock item, Item type always showing as “Finish Good Type”.It has mentioned in Item class as “Component Type”. Is that Intendent behavior or any configuration missing?  RegardsNethupul    

We are looking for a way to perform a simple 2-step transfer of inventory items between warehouses.  Ideally, in the originating warehouse we would scan the item barcode, enter the quantity and release the transfer.  In the receiving warehouse, the transfer in would be available for selection and the item is scanned and received.  Our items have default locations in each warehouse so we don’t want to scan the location…..the software should recognize the default location in each warehouse.  Is this possible out of the box?  We are exploring transfer orders in the Sales Order module as well but are not sure about them.  Thanks in advance for any guidance.

I have a site who want sales orders to auto populate with a freight charge based on the overall weight of the order and the zone of the customer.I have attached zones to the customers and setup ship via codes set with calculation method of net and under freight rates I have entered weights, volumes, zones and rates.When an order is entered it will pick up the zone from the customer and the ship via I want to auto populate dependant on the zone and order weight.and then add in the charge.I have automatic packaging switched on in the features and on the order type I have selected Calculate Freight.Development  would be pretty easy to do but trying if possible to avoid this if anyone can advise on how to do the above       

Several of our branches work as “hubs” for other locations.  For example- Branch 1 may need an item from Branch 2, but there is no direct truck that delivers between the two.  All items for Branch 2 come out of Branch 3.  So when Acumatica creates a transfer request from Branch 1 to Branch 2, inventory winds up sitting in Branch 3 for some time first.  How can we help with this process inside Acumatica, to better track items while they are in Branch 3?

Hi Acumatica community! Is it possible to do cycle counting and not freeze inventory? My client wants to continue their operations while some staff cycle count.

I am struggling to find where the Location field on the Purchase Request is coming from. These are the element properties: And this is the field description from the help screen (not very helpful): I can’t find a Location field on the employee, and there’s no setup for locations in the Request preferences.I’m at a loss.Thanks!

Hello, I've created an action that will transition the status of the supplier file from "Draft" to "Inactive".but the status is grayed out.I need the status to be editable after the action. how can i solve this problem ? 

I am looking to create a customer sales summary report where sales are summarized by year.  Column heading as follows:Customer #, Customer Name, 2022 Sales, 2021 Sales, 2020 SalesSales are define as Sales Order Invoices.  

It is not happening on every sale but periodically the sales order when we convert it to an invoice changes the ship to address sales tax to the company address rate.  the office is VA but ship to is Florida in this example. 

Good dayIs it possible to reclassify a journal  from a purchase receipt. I created a purchase receipt and the debit when into inventory, however the end user omitted the project and project task.On clicking the reclassify function I can only see the credit side of the journal, how do I make changes to the debit side of the journal.

We have users who are entering inventory adjustments for the same Inventory ID and the costing is FIFO, and with each line, you must choose a receipt. When there are hundreds of line items, it’s time consuming for users to enter each line individually. I am looking to see if anyone has a better solution or faster way. They can upload the file but if they don’t know the receipt number, they still have to manually search for it. Here is an example: 

hi, have anyone tried using iif statement or any condition expression in the ‘to:’ field to obtain the email address? As I’m using workgroup for the approval and thinking if I can use Iff statement to get the email address. e.g Iff(workgroup=procurement, ‘email’, 0) 

I am having trouble with the relationship between a Invoice and Shipment Package details from the Shipment (2023R2) Does someone have a Generic Inquiry already created that would display the Invoice number and the tracking number from the shipment package tab?  

Is there a way to show a budget warning for the issuance of the inventory related to project? Currently we can tag a project on the issue inventory. However, since this is related to a project, a budget control should also be considered when processing the issuance. Is there any answer to this?

Our specific scenario is:1. We place a Purchase Order and transmit it to our partner via EDI2. Our partner ships the product.3. Partner sends us an Invoice via EDI.4. The Invoice is entered as an AP Bill against the PO.5. We receive the inventory.We don't want to pay the bill in step 4 until we get the inventory in step 5.  We also don't want to prevent the bill from being entered because that basically eliminates the benefits of EDI. (nor do we want to put business logic in the EDI layer to not import the AP Bill) So, is there a way to configure the system such that the only items that can be paid on an AP Bill linked to a PO are those items that have been matched to a PO Receipt?

Drop is not working for the sales order type with AR document type is no update. Is there any particular reason why its not working

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?