Distribution

In the Sales Order , Commission tab , where does the default Salesperson pull the data from? Where can I fill in this information so that every time when create the sales order, it will automatically display the salesperson I wanted Thanks in advance！

Hi AllI have an invoice which contains several Sales Orders. Also, That invoice has the same shipment name. But If I look in to the Invoice lines, it is not lined up according to the Line Nbr. Instead it considers order line number of the sales order lines and lines of the invoice has been lined up accordingly. I want to invoice lines line up to be same as shipment line order. Is there a way to do that? Thanks

We have an issue where non-stock kits put on Batch worksheet/picklists will not let a picker stage the pick to a “Sorting” location.  I get an error saying “The given key was not present in the dictionary.” There is no issue if the kits are put on Wave worksheets/picklists.  I have tried to allow production/assembly in our picking and sorting locations and toggling requires shipment on the kit.  Is there anything else I can try to allow the non-stock kits to be batch picked? My warehouse likes to pick all of the single line orders first on batches instead of waves.  

Good Morning All,   How can i run a report on materials (excel) for Inactive, No Purchase, Marked for Deletion and No vendor materials.  I am new to this platform still, please intricate detail instructions.  Thank you. 

Hi @everyone,Can't receive transfer order. It shows in-transit, but when I go to the receipt page it doesn't find the TO number. We need 100% of units received. I started to create a receipt for this TO, and then aborted to confirm something. Now the TO can't be found from the receipt screen, so I imagine I screwed it up when I aborted.  

Hi All, I am currently experimenting with related Items.When selecting the Required Checkbox of Cross-Sell, I would expect that I cannot process the Sales Order without adding the Required Related Item.This does not seem to be true. Can somebody let me know what the intended functionality is if not requiring a User to add those Items?

Hi, I have a client that requires two people to approve the PO.  I have set the Approver to “Employees by Filter” in the used Rule Action however once the first user Approves the PO is approving without the second approval.The settings i have used are below. What am i missing?  Any help appreciated.             Laura

Any ideas?  My customer would like to be able to track a type of 'backorder' on a transfer between warehouses.  If in one warehouse the goods are normally stored and a transfer to another warehouse is needed. When there is insuffiencent quantity in the standard warehouse to fullfill the transfer, a ‘backorder’ transfer is then created.

We created a Customer Sales Price specific to warehouse: Prices aimed to a particular warehouse.This is a Sales Price Worksheet. On a Sales Order for the customer the customer price for the warehouse updateOn at Project Quote for the same customer the sales price is not updating from the Sales Price worksheet. The Customer setup for shipping instructions is setup for a default warehouse.Is this correct that the Project quote does update on the warehouse setup for the customer 

I have a custom GI (attached) that shows SOs left joined to CRActivity. The purpose of this report (and join) is to find SOs that don’t have a task attached that has the name “Next Checkin”. This is how we make sure orders are being checked up on regularly.The full listing looks fine, but the filtered results show blank pages. If I skip forward a number of pages, it might show 1, 2, 10, or really any weird number of results. If I sort by SO number descending, all the non-blank results come to the top of the listing. However, adding a condition that eliminates all records with empty SO numbers, or SO numbers that are equal to ‘’ has no effect.Any thoughts on how to get rid of these blank records?  

How do I remove a field from a form ? (See image attached) 

Before knowing that Template/Matrix Items existed, and how they worked, a number of sets of various related Stock Items were created individually (most with associated BOMs).  For simplification of maintenance and development moving forward, I would like to convert these existing related Stock Items to Matrix Items.  Is there a prescribed methodology for doing so?

The company purchases consumables in bulk e.g. stationery, refreshments. Once received into inventory, employees request these items with the employee's manager approval. The request also should specify the expense subaccount. Inventory clerk should then be able to pick up the request and issue quantities on request or less but not more.Creating an "internal" order type seemed brilliant, selling the items at zero price. The only drawback was all order types including trade orders use the same shipment numbering sequence. How best can this be setup? 

They do not have anything left open yet, they still show open status. How to close these SOs.

Our customer returned an item and we issued their money back.  I did a RC to return the inventory item back, issued the CM and refunded the credit memo all for the full amount.  However, they are paying a restocking fee so now I have a balance leftover.  The CM is still showing as open.  How do I close the loop and process the restocking fee?

We’d like to be able to link shipping boxes (Sales Orders-->Preferences) to shipping box stock items so we can track when we need to re-order shipping boxes.  Other than kitting, any ideas?

I am wondering if Acumatica has the ability to do this:We have metal coils we purchase by the pound. We purchase different thicknesses and colors. All coils are the same width. We want to make templates of the coils so that we can order custom lengths for each one, but we do not want to create thousands of individual part numbers that would all have to be managed individually. Creating them using the matrix feature, all of them can be managed through the template item. The question comes in with the UOM conversions. As mentioned, we purchase these in pounds, but we will be selling these in each. The resulting sheets that will be cut down to the ordered length will vary in its dimension. A customer could order any length, what I need to figure out is how to cost that, based on the template item. I assume that I need to use the conversion table some how but I cannot figure out how to make it work correctly. Each matrix item created from the template would have a different weight, based o

When pulling a Inventory Valuation report the “QTY on Hand” appears on the report but when exporting that to Excel the QTY is missing.  Anyone have a trick to make the QTY on Hand appear on the exported version?

Hello,Sometimes it is found that material already issued to a production order is not good.It needs to be moved out of WIP and off of the production order into an inspection warehouse or location.It needs to be inspected at this point to determine if it will be returned to vendor, credit requested, or it can somehow be used.What transaction will allow us to to return this specific material into inventory, not to the original location but to a new inspection warehouse or location?If it is found to be defective, how do we return it to the vendor since the original PO receipt is complete?Thanks!

Hello EveryoneWe have a problem with the size of the database due to the emails and attachements.Is there something we can do in order not to save these emails with their attachements ? a setting we missed?  If not a possibility of a purge of the data we don’t need ?Any ideas Thnx;

As per previous questions I have a query about finding the average unit cost of an item per branch.We have 3 branches in the tenant with 2 currencies.  Within the main branch we have 6 warehouses all one currency.  I am trying to present a GI report / Inquiry that gives the user a view of all stock available to sell across the branch per warehouse with one average cost for the branch.  The INItemCost object does not allow for a siteid but does have a CuryId.I am using the following objects:INItemCost, INItemStats,INLocation,INLocationStatus,INSite,INSiteStatus,InventoryItem. Is there perhaps another costing object that I can use? Thanks

Retainage feature applies only to AR Invoices which is fine but what about the SO Invoices? Is there any way to calculate the retainage rate to Invoices coming from Sales Order module?Your comments would be appreciated.

HI,When create the purchase receipt, the sales order’s shipped qty column indicates the receipt qty as shipped. But the created purchase receipt was incorrect and the user need to cancel (Return or something to correct the error) the release purchase receipt and receipt again the correct qty.Once we create the Return using the following button, it allows to receipt again the same PO qty.After create the return, Then we have create the purchase receipt again with correct qty. system allow to do the same but the SO shipped qty indicates as followWhat is the process to correct the erroneously created drop ship reciept without doing any adjustments to the created SO? or is there any other process?Thanks 

The client needs to have COGS account on a warranty sales order default to a different account.  However, entering a reason code on the sales order line does not change the account/sub on the line. 

We want to create a report with item mages and send the report via a busines event.  The report would have a customer’s prior item purchases with the each item’s image from the item’s “attributes”.  Is there a way in the same report to have an item’s description, the item’s purchase history, and the the item’s image from item attributes in the same report?