Inventory, Orders Management, Warehouse Operations
- 850 Topics
- 3,208 Replies
Hi:Is there a list of data import templates, that import all data (all detail tab data) for entities (vendors, vendor items, customers, ...)?This must exist since so many people import data. I was surprised that the data provider doesn’t have a template for importing stock items. Hopefully the Acumatica Support group can provide this. Please provide them in this community portal. ThanksToon SixASix@inteltech.com
Does anyone know how to get the Mobile App to allow the picking of inventory from a different location than what is defaulted on the shipment? It seems you should be able to pick inventory from any location in which the item has quantity on hand, but it does not appear to allow for the scanning of any bin location other than what is specified on the shipment.
Hello,I have added text to various places on stock items and none of them seem to print on POs.I’ve checked preferences for settings and did not find anything.Do I have to modify the PO report to include things like notes or description from the description tab?I want to make sure I am just not missing something before I start modifying the PO form.Thanks!
I have created an import scenario for orders, but the international orders will not import. How / what code do I need to use to allow the international zips to load (alpha numeric) and then to have Hong Kong default to 00000 (they don’t have a zip code) .This is what we are using now: =IIf(( Len([bill-postal-code])=4), ('0'+[bill-postal-code]),(Substring([bill-postal-code],0,5)))
Hello,Order types have a checkbox setting for“Ship Separately” and “Bill Separately”However, I do not see where we can designate this for a customer.We have some customers who want this and some who do not and we need to control it at the customer level.Any thoughts or guidance are appreciated!
Inventory Transfer of an item from One Warehouse to a specific Warehouse converts it to a new item (different SKU)
Hi everybody,We are looking for a solution on how to convert a stock item to another new item when inventory was moved to a certain Warehouse.Example: Warehouse 1 is the main warehouse where we sell Product having SKU AAA for it’s original price. Now, there is a Warehouse 2 where we move items that are still usable but has quite damage and sold for lesser price. We need that Product AAA converted to a separate product, like SKU AAA-2, since we don’t want to track the inventory of items already moved to Warehouse 2 on the original item AAA. Will that be possible? That transferring an item from one warehouse to another will also move the quantity from original item SKU to new (or another) SKU?
How to fix Can't make a Sales Order because it has no Quantity Balance but the inventory have items?
Hi Can you help me how to fix this issue. I want to create a Sales Order but I have a problem, when I’m doing SO I found out that I have no Inventory Balance but when I checked the items are there. What should I do? This is the Sales Order (Inventory ID - 00002647) This is the Inventory Balance I’ve already checked in Recalculate Inventory (IN505000) but it nothing happen Thanks
I have a created an assignment map for Purchase Requests and assigned it to the Purchase Requisition preferences. No matter how I configure it when I create a request it doesn’t assign it to the workgroup. I can see other areas where Assignment maps are used require a a process to be run to assign the owner and workgroups. . For example, Cases, Contacts, and Opportunities. No such process exists for assigning requests. Any idea on how I can get this to work?
We sell a large and varied catalog of items, a segment of which is rope sold by the foot - one issue we deal with is getting shipments to be generated without splitting the location. When a customer orders 100ft of rope they generally want a single 100ft section and we don’t want pickers to pull from multiple locations to fulfill the line item. If we have stock in multiple locations, it would ideally drive the pick list to a single location based on the pick priority that has sufficient quantity for the entire line item. No split allowed I’ve wrapped my head around this multiple times trying to sort out the most clever way to force Acumatica not to split location IDs on these items or locations but failed to come up with anything that solves the issue. Anyone got a clever solution they’re already using? Ideally, there would be a setting at the item level (class or inventory item) or even at the location ID that would say allow/disallow split locations.
An error occurred during processing of the field Lot/Serial Nbr. value Error: Lot/Serial Nbr. cannot be found in the system.
During picking a handful of times, we are getting this error. I’ve checked each time and the lots are correct, the correct qty is allocated/picked, but the system will not let us move to a sorting location. Is there anything I can do that doesn’t involve adjustments?
Hello.I am trying to add the Cash Accounts Profile to a new role.I copied the AP Admin role to a new role.In the Access by Role, I granted the Banking menuI login as a user with this roleI click on Cash Account option and I see the cash accounts in screen CA2020PL. So far so goodHowever, when I click on the cash account I get the message:Cannot open record for editing. The form CA202000 does not contain itI can’t figure out what I am missing.We do not have branches, one single company Your help is appreciated
I try to update stock items screen, the LAST COST, by scenario. But the system shows me Failed to convert parameter value from a String to a Decimal.I have changed the format to numeric…. and many formats.Someone knows how to solve it.thank you
Is there a way to update the salesperson assigned to a group of customers in bulk based on state and/or zip code? We pay commissions based on the salesperson assigned to a customer account and need to change a group of accounts to a new salesperson.I set up a generic inquiry based on AR.CustSalesPeople pulling in the needed data from the location, customer and address tables. The inquiry returns the expected data and can be filtered for the needed records, however I’m not able to setup the “Enable Mass Record Update” operation successfully.What “Entry Screen” should I be using or does this need to be done using an import scenario? (I tried AR.20.50.00, AR.20.50.PL and AR.30.30.00.)Any suggestions or guidance would be appreciated. Thanks!
Suddenly we cannot add a warehouse to a stock item.No errors, just no ability to save as is it grayed out.I thought is was possibly related to a customization. However, I have tested against multiple unrelated instances with the same results.Has there been a windows update or something causing problems?
Hello , I am using 2020 R1. Correct me if I am wrong, it seems to me the “Invoice cancellation ” function is duplicated with “Invoice correction” function. Or even worse, it is not very straight forward or some how confusing. According to the help doc, the credit memo only off set the Invoice total, it did not return/add inventory back. And it makes the shipment back to “confirmed” status. however, User can NOT correct this shipment or delete this shipment.Yes， It might be the IN issue is released. But in most cases, it is released at that time.So in this case, what can I do with this “confirmed” shipment.It seems to me I can only proceed it to another invoice, then what is the difference with “correct invoice” function? Moreover, if User looking for a “”REAL” cancellation, which offset the AR and put all inventory back, what is the quickest way for user to do? Please Advise. Thank you.
My company is newer to Acumatica (since April 2020) and our old software (Everest) used to be able to handle transactions in this way very easily, here is a hypothetical scenario:We are a car dealer and a customer is making a purchase of a new vehicle. The vehicle is in my inventory as a whole unit. The customer wants to upgrade the wheels on the vehicle, so we need to swap them out. We take 4 wheels out of our stock and install them on the vehicle then restock into inventory the 4 wheels that originally came on the vehicle. Then we sell the car. We can later sell the 4 original wheels to another customer.In Everest you can simply use a negative quantity (-4 wheels) on the sales order which in this case would bring 4 of the original wheels back into our inventory stock. Then put positive 4 of the new style wheels on the same sales order, effectively "swapping out" or "trading back" the wheels.This type of transaction happens ALL THE TIME, multiple times daily here at my company and I h
Hello, we are using 2020R2, Build 20.203.0028. Our operation stuff report an issue, that 1 shipment is still confirmed status while the invoice and IN issue doc already been generated and released. I don’t know the user’s steps and he could not remember. And this issue happens to only 1 shipment not all. And previously in 2020r1, we didn’t encounter this kind of issue. So my large guess it is causing by our recent upgrading from 2020r1 to 2020r2. see below: Since this issue happened only once, the root cause might not be easily found.Can anyone firstly give me some directions to quickly fix it, I mean, might correct the shipment status to right.If I simply update it in DB to status completed? Is it a good way to go?And if the root cause could be guessed out, it would be very helpful for us to prevent this same kind of issue in the future.Thank you.
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