Distribution

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.

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