Distribution

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? 

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