Distribution

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?

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.