Distribution

HiI have a requirement to record the serial numbers of a receiving batch at once using the serial number of the box/Cartoon.Example : One box of items contains 100 units which has 100 serial numbers. Without opening the box and scanning them item by item, need to receive 100 items with the 100 serial numbers by scanning a serial number available for the box. The supplier provides the 100 serial numbers and the box serial number in excel before we receive the shipment. How is this possible in Acumatica?Best Regards,Dulanjana 

We are using the Authorize.net plug-in Our typical business process is:Authorize the entire amount of the sales order - say $1,000 Create shipments. There often is more that a single shipment because we ship certain items from one warehouse and others from other warehouses. Say the authorization amount is $1,000 We invoice the first shipment and we are triggered to Capture via Credit Card Processing for Sales (SO.50.70.00) - say $800.00. When we invoice the second shipment there is no trigger to capture the second shipment for $200.00. It seems that the remaining authorization does not transfer to the second shipment/invoice. The result is that we are releasing invoices that have credit card terms but have a balance I’m thinking that the credit card system does not allow for authorizations to be split.What would be the best business process to ensure that we are capturing the remaining balance

Hi, Is there any workaround to reverse a released inventory receipt document.As far as I know in Inventory Issue, we can pick Return type to reverse the document, and this field doesn’t exist in the inv. Receipt.Appreciated for your support. Regards,Him

Hello: I attached a file. Please If you need anything else let me know. Thank you

Currently in our Acumatica instance we have two screens that are in the hidden folder:1. Sales Price Worksheet2. Sales PricesThey are accessible through URL/Screen ID.However, we want to move them to the ‘Sales Order’ menu.Is this possible? Only resources I could find were on how to move something TO the hidden folder.Thanks!

We currently operate a cutting location where aluminum bars are cut into different pieces. As we plan to enable the Manufacturing Module in a couple of months, we are seeking advice on the best process to record these transactions in the interim.Should we utilize Inventory Adjustments and include scrap in the adjustments? We are looking for insights and best practices from the community.Thank you in advance for your advice!

When I’m creating a new vendor after the save event on the same vendor a pop-up note gets added automatically and I’ve not configured any notes to show up after saving the new vendor neither there is any customization for that. If someone has idea how the pop-up note auto populates at the time of save please do help e with the steps or how I can disable it.

Wondering if anyone else encountered the error “Data is absent” during the Sales Order Line upload function? 2022R2The client provided an excel workbook, and I added an upload tab as the first tab in the workbook for the upload data.If I copy that upload data to an empty new workbook, it will upload, so I know my data is clean.What settings on the excel workbook might be causing this error?  I have verified that the sheet and workbook is not protected. What else could it be?  Any idea would be appreciated.  We have not seen this error before. 

We have Avalara Tax and address validation set up and it is properly validating the address. However, even though the “Override Address Automatically” is checked, the address is not being overridden. It just gives the user the information and the user must override manually.Has anyone got this to work?For example, in the below case, we are expecting Acumatica to change the Zip code from 11201 to 11201-1000. Instead, Acumatica just gives the user the information in the tooltip.  This is our configuration:  

We're looking at the "Sales not allowed" checkbox for inventory locations, and we've found that it blocks Sales Orders and production orders from pulling from that location. Is there a way to have it only block Sales Orders?

Im getting the error Error: Another process has added the 'GLTran' record. Your changes will be lost. when i try to release a kit. Ive traced the issue to a kit with batch number 120463 (see below). How do I delete this record, it doesnt appear in teh Kit Assembly GI?  

Hi Everyone, Can anyone tell me why my running total is not continuing until it reaches zero? I am trying to achieve this format.However I only saw these results even when I used the variables.   

Hey everyone, I’m wondering if this inventory behavior is normal or should be defined differently. This particular Credit Memo created an Issue and this is what it looks like on the GL. I just want to know if this is normal behavior or if maybe we missed some sort of inventory preference configuration?GL TransactionIssue 

Hi all,  I have a product code with unit conversion.1 carton(thùng) = 48 bags (túi)I create an order with a quantity of 6 bags.When creating a shipment, the quantity is converted to 6.24 bags.I don't know where I am wrong Thanks in advanced.

Does anyone find this issue and resolution?The Help says this:However, the stock is allocated as soon as the item is entered and the order status is On Hold.  

We are starting to setup our shipping warehouse to be able to use the “Receive and Put Away” feature of Acumatica through the mobile app on an mobile Android scanner and so far so good. Something we would like to do is scan the vendors inventory ID label and then have Acumatica print out a custom designed label (built with the report designer) with our own inventory ID and some other information on it.I see that I can link the vendors inventory ID to ours through the cross reference → barcode tab in a stock item, so no problem there. I have a report with an input for our stock item inventory ID which when given will generate the label we want to print out and stick on our newly received inventory.The part I don’t know is how to use the scanner to be able to scan the vendor inventory ID and have all of this work together and print. I would like to avoid creating a customization if at all possible but would consider it if there are no other options.

I have a customer who wants to use the Pick List - Confirm Picked with Barcodes pick list as the default on the PROCESS SHIPMENTS screen:  I thought that by changing the Pick List report on the Sales Order Preferences screen, it would accomplish my goal but it didn’t:  Where do I set what the default pick list prints for the PROCESS SHIPMENTS screen?Thanks!

Hi, we have a few serialized products.  When I generate a PI and print Physical Count Sheets, it wants to print 20 pages for one item because it has each serial number on a separate line.  I would like to just count by Stock Item Number and assume all the serial numbers are correct. For example, instead of seeing 50 lines for #ABC123 with each line having a unique serial number, I’d like to see 1 line that says #ABC001 book qty 50, and an empty box for me to count the #ABC001 and say we have 50.  Any ideas?

Has anyone had issues with putting links in the description of a stock item or know how to fix it? it will let me put a link in there, but it will only pull up an empty box instead of navigating to the page. 

We allow backorders on sales orders. There are 2 different scenarios.  The first scenario is working where we ship some but not all line items (ex. ship line 1 complete, backorder line 2); the sales order goes to Back Order status, and when we are ready to ship the remaining line items, we go into Process Orders / Create Shipment, and select the sales order from the list.The second scenario is not working where we ship a partial quantity off a sales order line item (ex. ship only 5 units out of 10).  The sales order goes to Back Order status as expected, but Process Orders / Create Shipment will not list the sales order.  We have to Open the sales order to make it come up on the list.Are we doing something incorrectly?

Scenario:SO Shipment is created with Shipment Date = 11/20/2023Shipment is Confirmed in Acumatica on 11/20/2023 so that PaceJet can process it (I don’t like the fact that PaceJet requires  Confirmation in order to process shipment, but that’s another topic).Warehouse cannot prepare the shipment until 11/29/2023Shipment is processed in PaceJet on 11/29/2023PaceJet pushes tracking data and attachments to Acumatica on 11/29/2023.PaceJet provided log showing that the integration sent new Shipment Date as 11/29/2023, but the Shipment Date remained as 11/20/2023 in the Acumatica shipment.Since the client is creating Invoices based on Shipment Date, they want to update the Shipment Date to the date when it was processed in PaceJet.PaceJet support says that this is an Acumatica issue.Do you have experience with the PaceJet integration that can help clarifying what the issue is in this case?Thanks   

Is there a way to set a Project ID by default at Vendor Level so whenever a PO or an AP Bill is created it populates automatically?I see that that there is an option for Customers, but not for Vendors.Thanks 

Client wants the user to be forced to select a location rather than have it default into the sales order after selecting the customer.Acumatica forces the selection of a “primary” location which will default into the sales order screen.This field is required so it cannot be “blanked out.”Was wondering if we might be able to create a workflow that would automatically open the location lookup window after the customer has been selected and the default location fills in.Any other suggestions would be great, just brainstorming here.

Has anyone connected to ShipStation in 23R1 via having the “Custom” - Shipping Carrier Integration enabled?  I can’t seem to find documentation on how this is possible. 

How are companies handling the scenario in which there are recurring Purchase Orders such as vendor agreements? Example - service agreement with the vendor to perform $1,000 of maintenance service each month. My thought is that this is handled through Blanket POs, but looking for input from others! Here’s what I did. created blanket PO with 1 line item but qty. of 3 (representing 3 months) also set expiration (3 months in this case) create new PO - normal type added PO line item from blanket PO - adjusted qty. to 1 remove hold/approve (Normal “child” PO = Open) Blanket PO = Open (because there is still open qty. of 2) Qty. on receipts = 1 Are there any other ideas or methods? What are others doing?