Inventory, Orders Management, Warehouse Operations
- 774 Topics
- 2,875 Replies
We are looking for a Factoring Management Application that is or can be integrated with the Acumatica ERP. If you or your client are also looking into this, please let me know. We can work together and save money. Our client is implementing the Acumatica ERP. The client uses currently factoring that provides them a loan against their customer invoices. Because the client has to order their materials from China three to four months ahead of their sales order or demand, they need money to bridge that waiting time for sales orders. When the client creates a sales order, the sales order amount is submitted to the factoring company via the factoring private website/portal. If the factoring company approves the submitted sales order amount, only then will our client start the shipment of goods for that approved sales order.. The basic steps of the application should have the following features:Mark all the customers for which customer invoices are factored For a given sales order, check if t
I have a scenario whereby internal employee make a request of inventory items that have existing stock. Thus, when an internal employee enter a request, it will alert or send notification to logistics team to either perform issue or transfer of item to another warehouse or location. When the employee has received the item, the employee can manually close the request form. Or how to manually change the Issue Status to Received, so that system will automatically change the status of the request to closed. Does anyone have any suggestion/solution for this? thanks alot
Good morning. I have a client who needs to generate recurring sales orders to fulfill a quarterly magazine subscription. In an attempt at creating the most streamlined account setup workflow, I have proposed this solution:1) Create Customer Template for Magazine Style (4 to chose from)2) Store Subscription details in the Customer Attributes with details Then trigger automated Sales Order Generation based off of Customer Attributes. However, this last part in the process has proven to be above my head. My general concept was to create a GI that would pull customers that match this profile, then generate a sales order from 1 of 4 templates, using 1 variable from the Customer Attribute (qty of magazine line items per order). Here is a screen shot of my attributes setup.Build 19.205.0023 Any ideas on how to make this happen or another better idea that is more simple?
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)
In the Warehouse settings screen, you define your Warehouse Locations in the Location Table. There is a field called “Path” in this table, but I can’t find an explanation anywhere of what this field does/what it means.In the Pick/Pack/Ship workflow, the handheld device keeps asking you to scan the nearest warehouse location. This never made sense to me, because there doesn’t appear to be anywhere in the system where you can tell it the distance between locations. So why would it care where you are currently, if it has no idea what the most efficient next location would be to send you to?So I’m wondering if this Path field maybe has something to do with Pick/Pack/Ship and its ability to distingish between Locations that are far away or close to one another?
How do I correct / update an order after it has been invoiced? specifically for the sps edi tab for shipments. Normally I place a reference number under the SPS EDI tab for and order before it’s invoiced, But one order was invoiced and the “correct shipment” option was greyed out and unable to update the SPS EDI tab.
Hello,I’m configuring Landed Cost in Acumatica for the first time. (version 2022 R1)The process seems clear but the end result is $0 adjustment to my item. What am I missing?My example is applying insurance costs weighted by Cost Amount across 3 items on a PO Receipt.Purchase Order (notice, 2 non-stock items on lines 1, 3 and one Stock Item is on line 2):PO Receipt: All Items Received.Landed Cost:What I expect on Valuation: Receipt line $13.30 and Adjustment line $13.30.What I see on Valuation: Receipt line $13.30 and LC adjustment line = $0.What mistake did I make? Thank you in advance for your help!!
Enter landed cost or AP Bill prior to the PO Receipt but does not pay the amount at the moment creating the liability
Hi,One of our customers practices the following scenario.They buy an insurance policy prior to the Receipt of goods and create a bill to make the liability for the insurance company. But does not pay that amount until the goods are received. When the goods are received this amount needs to be allocated to the inventory appropriately. In Acumatica we couldn’t find a way to create a landed cost/bill prior to the purchase Receipt and attach the Bill to landed cost lately. Since the customer is not paying the amount, we cannot assist them to use the prepayment request method, pay the amount and create a prepayment and apply the landed cost once the goods are received.Is there a way to handle this kind of scenario? Please assist me on this regard.Amanda
When upgrading to 2021 R2 we lost the ability to send a PO to multiple email addresses of the same vendor. The email addresses are set up with a ; and a space between them, but it fails to send it to the second email. In 2019 R2 it did work. The notification template has ((Document.VendorLocationID.DefContactID.EMail)) as the “to” email address.
I was wondering if anyone has access to the business logic behind this button :-) as not all PO’s are displayed.I’m guessing, but need confirmation - it’s only PO's that have not yet been receipted, and I’m also guessing that there is some date logic behind it? Like the date of the PO cannot be earlier than the date of the SO maybe? The help file on this does not explain these rules and it would be helpful for it to be added there too!
Our VAR, Cloud 9, sent a training video to us on Approval Maps. The training video showed many built-in Approval Map templates we can use. When I looked in our Acumatica 2021 R2 I do not see the Approval Map templates. Am I missing something? Or are the templates only in newer releases of Acumatica?
After avoiding eye contact with the matter for the last 19 months, we finally decided to start utilizing the UOM functionality in Acumatica. It has been about as easy as teaching a goldfish to speak Spanish.We chose the first item - a product which ships in Master Cases of (12) twelve displays. Each Display contains (20) Pieces.We have multiple companies set up in Acumatica. The main company is a wholesale operation, the others are a chain of retail stores.When the wholesale operation BUYS the product in question, we buy it in Master Cases. When the wholesale operation SELLS the product in question, we sell it in Displays. When the retail operations BUY the product in question, they buy it in Displays. When the retail operations SELL the product, they sell it in Piece.We have been able to get the Default Order UOM and Default Sales UOM set up, but we just discovered that when we place this item on a Sales Order and then create a corresponding Shipment/Pick List, the Sales Order correct
How about, if a customer or supplier is placed in credit retention or retained status, it does not appear in the modules, for example customers, it does not appear to register orders, does anyone know if there is a solution to avoid this situation?
We are shipping via UPS and FedEx directly out of Acumatica. Any time a customer email address is entered in the Ship-To address, our shipments generate and email a PDF Shipment Notification with the Customer’s PO Reference, PO Lines Shipped and Tracking information. Addtionally, and sporadically, our customers are receiving a generic UPS-branded email stating, “You have a package coming,” with the Scheduled Delivery Date, our Company name as “From” and the tracking number. These notices are redundant and do not contain much useful information.Does anyone have any experience with this, and, to the point, know how to turn them off? Thus far I cannot determine a pattern to the emails. Without causality it is difficult to determine where I could shut these off.
2021R2 version. We receive an EDI 850 from our customer. Through True Commerce APIs, we create a sales order in Acumatica. Later, we receive an EDI 860 change order from our customer. Our business does not want this change order to be automatically applied to the existing sales order in Acumatica.Instead, our business wants us to generate an exception report that lists the content of the 860 (e.g. header info, line item data) and generate exception messages where the 860 change order is different than the sales order on Acumatica. For example, provide exception message that the line item quantity changed, or that a new line item was being added to the sales order. This exception report would go to the customer service rep., who would review the changes and manually enter them on the Acumatica sales order if accepted. Has anyone already built functionality that creates custom change order tables (header, lines, notes), and then matches this to the sales order already existing on
I’m trying to make a GI that will show a customer’s balance owing. However, I cannot find what table to use. I tried PX.Objects.AR.ARBalances, but found that some of the values were incorrect.I tried PX.Objects.AR.CustomerMaint+CustomerBalanceSummary since it is what’s displayed on the customer page, but it seems that this table is not longer used.Would appreciate any help with this!
In Document details tab of Sales Order screen, we are displaying the images of the item, and using java script we are able to set the height of the image also.(https://stackoverflow.com/questions/50416118/acumatica-set-grid-row-height-because-of-images)Right now we didn’t have any pagination, because of the below issue we are facing.If set the pagination and if we have 20 line items, we could able to see 5 item in gird by default but when go to fifth record and click on down arrow the cursor is showing us the 6th line item which is hiding below somehow, i think technically it should take us to the next page, which is happening correctly in other girds in which we doesn’t show any images.
Hi, We need to enter Bidding response partially. Example :Requisition Line Value =1500Enter Bidding Response for 300.Complete bidding and create PO for 300 Items. PO has been created with two lines. one for 300 and other for 1200. Need to create PO with 300, no need to mention 1200 qty. At the Movement our PR has been Released and there is no option to enter rest 1200 bidding response. Attached the Test Scenario with screens. RegardsNethupul
Prepayment/Payment Applied to Sales Order and Customer's Terms includes a % discount when they pay within the terms, the Cash Discount does not get applied to the Invoice
HelloI ran into an issue that the Cash Discount does not automatically apply to an SO Invoice nor to AR Invoice if a prepayment or payment is applied to Sales Orders. We don’t have an issue with customer’s terms and cash discounts when applying a payment “on time”- Cash Discount is calculated and applied, AR Invoice is closed, everything OK there. Example # 1- non issue:I can either start a new Payment and Application transaction or pay from Invoice itself. Payment from client is taking the discount, it falls within the days where they get a discount. Acumatica comes up in Cash Discount Taken column calculating the amount correctly. I release payment, it closes AR Invoice. we are done. Example #2- ISSUEIn this case I have a Sales Order that I have applied a prepayment for the amount minus 2% discount to the order. The Customer’s terms is 2% Discount Prepay- which means if they prepay, they will get 2% discount at time of invoicing.Customer has a $6000.00 prepaymentSales Order for $15
My client wants a option to be able to reprint or resend more than one PO at a time from Print/Email Purchase Orders screen (PO503000) the same way it’s done in SO or AR Module with Show All button. This screen does not have a Show all or check marks showing the action performed, it only shows PO that have not been printed for some odd reason. Is there a workaround for this? Thank you.W
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