Distribution

How can you default the Business Account Class for BA’s that are created automatically when you create a new customer?  We have the default setting from customer  management preferences and that works great for BA’s that we create as a business account and then extend to a customer.  But…  if we create a customer, the automatically created BA does not default a business account class.  I couldn’t find any AR preferences for the Business Account class.  

According to Avalara's documentation, all ERPs must have an option to disable document recording so that, when an invoice is released, it doesn't get added as a transaction in Avalara. Does anyone know how to engage this feature in Acumatica?https://developer.avalara.com/erp-integration-guide/sales-tax-badge/design-document-workflow/option-to-disable-document-recording/ Background:I’m importing orders from my online store which is integrated with Avalara. Some orders are paid for in the store and some are invoiced for in Acumatica, so it simplifies things to let the store record the document in Avalara. When I import the orders, I need the sales tax to match what was charged. The best solution to this I can think of is to have Avalara just do another calculat

Has anyone experienced decreased overall operational speed with a large data set of >500 SKUs (i.e., is there inverse relationship between operational speed and SKU quantity in a system)?Thanks.

Has anyone tried to find inventory items that are duplicated but not exactly - i.e. “soft” matches?We have many items and many of them are redundant. The records represent the same  item but the key is not exactly duplicated, of course. We need to set some parameters like similar  or identical descriptions, matching Item Type, Class, Price, etc. The idea  is to find near-duplicates and present them on a page to be reviewed and updated/inactivatedIf someone has already built this or a similar query some help and ideas would be appreciated! 

When upgraded last year to 2022R2, we found a new Side Panel in the SO screen show up to view Invoice & Memos of the customer that you are working with in the SO, but it constantly spins and never opens.  Tested in our sandbox as well, with no customizations applied, and it doesn’t work there either.If you try to view the Action in Customization Project Editor it won’t even let you open the Properties of the Action--it’s just blank (see screen shot).  Is this just a corrupted feature?  Anyone else seen this, or more importantly found a resolution? 

Does anyone have experience in moving from LIFO to Average costing as part of an Acumatica implementation? I’m working with a client who is going through this process and looking for some insights and best practices.

I have a customer who wants to see a report or inquiry on stock item usage over time.I don’t see a canned report/inquiry and I could create one, but I thought I would ask the group if they know of one before going down that path.Thanks!

We are receiving the following error when trying to change warehouse location on an order that contains a non-stock kit with stock items.  We have warehouse locations turned off.  Is anyone else having this issue? IN Error: Failed to process Component '70001 ' when processing kit '10001 '. An error occurred during processing of the field Location value MAIN Error: Location 'MAIN ' cannot be found in the system.  

Are there any character limits to warehouse and warehouse location names? Ie. length and special characters like dashes?ex. Warehouse-Bulk-Fuel

Hello, I am trying to set up physical inventory counts but I am not seeing all of the generation methods as shown in online tutorials. How do I add? I only have Full Physical Inventory as an option on my end. 

I am having an issue where a chunk or reports have stopped working. I went to create an alternate version the sales order report, which I have done many times before. I downloaded the report, made the changes necessary, then saved the report under the new name and created the site map record.  However, that report gave the error Nested reports cycle detected while trying to load, and trying to access the original sales order report gives the same error. It is also affecting all the other forms that are copies of that form.  I’ve included a screenshot of the trace below. If anyone has any advice I would really appreciate it!!  

how to cancel released drop ship purchase receipt??

Hi EveryoneWe would like to sync the Primary contact Account name in shopify under default address.We have used multiple Export mapping but not able to find the solution.Can some one help with the export Mapping. 

Hi.I added a UDF on the SO document (from the Manage User Defined Fields option) with a checkbox control type, I would like to have track on the user and date and time the checkbox was selected.is that possible to accomplish?Thank you

Is there a built in way to manage the Printers associated to User Profiles that doesn’t require the user themselves to do it? We have 7 shipping lanes with two printers each.  One is for the Shipping Label and one is for the Shipment Confirmation (i.e. packing slip.)  A warehouse employee may be assigned to different lanes (i.e. printers) day to day.  It seems like I need to log in as each user, change their default printer (for the labels) and change the printer associated to the Shipment Confirmation in order to move them around. I created a GI against User / UserPreferences / NotificationSetupUserOverride, but I’m not able update the specific Printer fields. It looks like I’m going to need to write a customization to manage this in a scalable way, but before I went down that road, wanted to see if anyone had any better ideas. Thanks- Jacob.

Hello,I noticed that there’s an updated customization for lot/serial attributes for the 2023R1 Acumatica version:https://github.com/Acumatica/Acumatica-LotSerialNbrAttribute-2023R1-ONWARDHowever, I can’t find the file to download. What am I missing?Thanks!

I have recently reviewed the blanket sales order training document and found that the Complete Order function should be available if the blanket order is in either Open or Expired Status and at least one child order created for a blanket SO line has processed shipment. I have noticed that if the child order is one that is a dropship and is completed, the system is not recognizing this as a type of shipment and is not allowing the blanket order to be completed despite the fact that there is no longer any open qty. Has anyone else found this to be the case?

In Shipment Screen if user will enter Notes at the Header of the Screen and in the Details Tab of the Screen as well It should display the Notes of Header as well as Grid. Both Notes should display.How can we display in the report? 

I have PO with a non-stock/expense item costs $850, linked to project. Process PO Receipt without changing unit cost, then create Bill at $1,000. The project however is only costed at $850 even though the Bill journal shows additional expense of $150 as a result of purchase price variance. The PPV allocation mode is Inventory Account. Is there anyway to post the additional expense to Project?

I would like to know if any of you who uses UDI format barcode could share how you configured or customized Acumatica to read the UDI barcode to reduce data entry while capturing transactions (shipping, transfers, even product label generation etc.).  The UDI device identifier that we have to use is not at all like our inventory ID.  I am thinking that we will need a field added to the heading screen of stock items and a look-up table behind the scene to do the conversion...

Hi All, We have a unique need where our customer doesn't want to fill out the import templates for barcodes as these 10-16 digit barcodes for thousands of items are quite unrealistic as they are moving from paper based. Is there any way in acumatica where items with the these barcodes can be scanned ad hoc in the system without having a cross reference to start with either via purchase order or stocktaking. I will wait for any suggestions if any please.

Hello,I have a below scenario I need some guidance/inputs on.We have a Main Warehouse and few Retail Store Locations that operate as individual Warehouses.The Main Warehouse serves the Distribution Center to replenish all the Store Locations. We are using Demand Forecast Model with Moving Average to replenish the Main Warehouse (Distribution Center). This is working fine. Here is the requirement:We replenish the Sore Locations by using Replenishments of type Transfer with the Main Warehouse being the Source Warehouse. We want to use Demand Forecast Model to replenish the Store Locations. From what I tested, the Demand Forecast Model to replenish the Store Locations by using the Replenishment of type Transfer is not calculating the Mins. and Maxes. Any thoughts if this can be worked out?

My client is having two issues and I am not sure how to answer them. They are commenting that the WMS solution is causing them the same amount of work as if they did paper and pen. They are currently using pick sheets but testing paperless picking.  They do not do the Pack portion of pick, pack ship as their process does not need it.There does not seem to be an easy way to see which orders have a completed pick ticket ready to be shipped and invoiced. How can we see this information? With paperless picking and if the shipment is a partial pick and the user on the scanner confirms that the picking should be confirmed short, why doesn’t the shipment reflect the partial pick? Thank you in advance.

Hello,     I know we are having “Inventory Balance” report (IN615000) and “Historical Inventory Balance” report (IN616000).     However, Inventory balance report is something like real-time balance, it displays the balance at the time of the report running. History inventory balance can only display the beginning and ending balance of selected periods.     If my requirement is to record and display the entire warehouse’s inventory balance of each day for the coming week, like from Monday to Sunday. What is the quickest/simplest way to do it.       All I can think out of is to set a schedule that run “Inventory Balance” on 00:01 every day, and sent this record out as email. And in the final day, I merge them into one excel.       This is a workable way, but could it be better?

Hello,I have a 4 companies set as branches within one tenant. I need to use email templates specific to each company (branch) when emailing the employees their pay slips? Could you please provide me with a solution?Thank you