Distribution

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? 

We are experiencing an issue where we have confirmed the shipment, but then at a later time the shipment appears as though not confirmed.We are currently integrated with EasyPost. I know the order has been confirmed because tracking numbers, labels and links have been provided by EasyPost which only happens after confirmation.This is not happening on every order - just sporadically throughout the week. When I view the audit history - either the system does not appear to have acknowledged the confirmation at all, or it shows confirmed but not released.We do have a small customization in place directly related to shipments. That is, the shipment date automatically updates to the current date upon shipment confirmation.Is this a bug? Do we have to go through our VAR to have this looked at? Can we report this directly to Acumatica? Any troubleshooting ideas would be appreciated.  Thank you

Hi,Someone knows why Restrict entities and groups for customers and users, doesnt work for Reports and GIs? They work fine for entry forms but not for for GIs.  Thanks.

Hello Community, I have a custom screen for demand planning, they capture data in a range of two days. The SOs are shipped in a ranger of 2 days. I am building a dashboard that shows the actual orders against the demand table. The join is requested on date from the SOOrder table and date1 on the demand table. This join omits the data which should be linked to Date2. eg if there was actual 2 orders on the first requested on date and 3 on the second requested on date it won’t show 5 on the sum in the dashboard because the parameter is requested on date. Is there a way joining the tables such that requested on date is linked on both demand date1 and date2.Below is my joinThese are my dashboard parameteres 

Hi, We have an item that shows that there are 73 units available and on-hand qty = 73 as well for a particular lot (inventory summary) However, when we are trying to do a transfer, and it won't allow us to transfer our more than 27 items.Ge the following error: IN Error: The document cannot be saved because the quantity of the MAIN-LBL-SANSBURY-TU-WCWEF-R item with the 000 PAR SAI T1810 ARLO CHARCL lot number is not sufficient for shipping in the D2 warehouse. To be able to save the document with the On Hold status, clear the Allocate Items in Documents on Hold check box on the General tab of the Inventory Preferences (IN101000) form. We could see that in the PX.Objects.IN.INSiteLotSerial, the hard available quantity for this material is 27. Where is this value set from? and this is where the validation gets triggered. What is the difference between hard availability and availability? Does anyone know what the issue here? Thank you!

 What is the difference between the Non-Stock Kit Standard Cost and Non-Stock Kit Standard Cost Plus Stock Component Cost?Our current setting is Non-Stock Kit Standard Cost We have a new Kit item including a stocked and non stock components. The sale profitability only pull the cost of the non-stock component of $50, and exclude the cost of the stocked component of $3,160.50. From my understanding, this Ext. Cost from the Issue transaction should be pulled into the Cost on the Sales Profitability.   Should I update the setting to Non-Stock Kit Standard Cost Plus Stock Component Cost? 

The Purchase Order “Line Total” field is the summary of lines curyExtCost filed which is defined in the POTaxAttribute: PXUnboundFormulaAttribute(typeof(POLine.curyExtCost), typeof(SumCalc<POOrder.curyLineTotal>)).I want to add a condition to the formula to exclude the Cancelled line: PXUnboundFormula(typeof(IIf<Where<POLine.cancelled, Equal<True>>, decimal0, POLine.curyExtCost>), typeof(SumCalc<POOrder.curyLineTotal>)).How can I replace the original PXUnboundFormula with the new one, or can I Remove the old formula and add new formula? Thanks,

I need to display the address from the shipping tab on a Custom GI.  Currently i can display the Billing address info without any problems but i am not sure how to display the shpping address. When i inspect the element for the shipping address The data field is AddressLine1, The DataClass is Address,   This is the same thing i see when i inspect the element on the Billing tab.   The only difference is the ViewName.   for the shipping tab the view name is DefLocationAddress.   How do i refer to AddressLine1 for the Shipping Tab in a GI? 

We are experiencing storage issues due to the number/size of files our teams are uploading. Where can I find/create a list of uploaded files and the associated sizes? Can I build a GI? This information looks to be stored in ‘UploadFileRevisionNoData’ but this doesn’t appear as a table in Generic Inquiries? 

If I have 10 different items in a BL (Blanket Order) and l only want to create 1 Child Order with item 3 and 7. How can I do it ? Because right now when i click in “create child orders” automatically the new child order contain all of the products. I only want to make a child order with the products that l select. 

Can anyone recommend a supplier of perforated paper for Physical Inventory Tags? A supplier you have used that worked well.

We are looking for a way to have Acumatica provide an alternate pick location during the pick process if a sku is not in its expected location.  As an example, the mobile app directs the picker to get a quantity of 3 of sku A from pick location 123.  The picker goes there and only 2 units are available, even though the system believes 3 should be there.  This could be due to a prior receiving issue or miscount.  But, we have more units of sku A in other pickable locations. How can we tell the system there is only 2 in location 123 and direct the user to another location where sku A lives to complete the pick process and pick the full order?  We don’t want to close out the order as a short ship if we have more units in the building.  Ideally, we also want the system to correct the inventory issue in location 123 as well. Thank you!

Hi,In Receive and Put Away, I can’t go into Put Away mode (using @putaway) without getting this error message. That said, I can go into the Receive mode (using @receive).  How can I fix the Put Away error message?

Hi there,Let’s say that I am creating a picking worksheet record.On the Create Pick List screen I specify the max number of pickers is 1 and create a picking worksheet transaction. After I create a picking worksheet record I realize that I would like to have 2 pickers rather than 1 for this particular worksheet.Can I add a picker to the pickers tab of the Picking Worksheets screen after the worksheet has been created OOTB? Either this is should be customized?Thanks in advance!

PO Error: There are no lines in this document that may be entered in AP Bill Document directly 

When upgrading to a new version of Acumatica, I’ve had to setup a sandbox and test shipments and I’ll encounter this Avalara related error when trying to create an invoice from the Shipments screen SO302000. What has worked to fix this has been changing the Invoice numbering sequence in Acumatica to different sequence so if it’s set to ‘000000’ I’ll update to ‘Test00000’ or something similar.