Distribution

In the Replenishment process, what does Replaned mean? How does Replaned affect the Create Purchase Order process?

We have Items without Replenishment settings but that are in an Item Class that has Replenishment settings.  When these items are on a Sales Order, we would like to capture them in the Replenishment process. We don’t like to use Mark for PO because then our Sales Reps need to know which items have Replenishment settings and which items need to be Marked for PO.Is there a way for the Replenishment process to catch items on Sales Orders that have no Replenishment settings? 

Hey Acumatica Community. Im hoping someone is able to point me in the right direction here and that its not something that needs an external plugin…..The scenario is i have a product that sells as each's but comes in a carton of 10. The carton has a different barcode to the product itself and i want to scan the carton barcode when paperless picking and for it to register as 10x units of the actual product. Can someone please explain what section of Acumatica i would go to set this up?Appreciate any help given. 

Does anyone know a way to add a box that is a stock item to a shipment without adding it to the sales order?  the Boxes tab looks like it does not have that option. Thanks.

Is it possible to configure an item on a blanket sales order?I have a customer who uses the Product Configurator to configure items on sales orders. They are exploring using blanket sales orders, but it doesn’t look like configuring is possible on a blanket SO type.

Would I be correct in thinking that the purchase order line item status completes when received and closes when their corresponding bill is paid?

We have a scenario on hand.   Assume that we have a Template Item SKU as Parent001 with three combination SKUs as follows: Child001Child002Child003Each of these products is being sold at a base price of $20Next let us say on the Sales Prices screen we have defined a quantity break of 5 and a price of $16.  On the Sales Order, if we add Child001 with the quantity as 10, then the price reflects as expected to show it as $16 each.   Our customer has a requirement that if someone buys 3 qty of Child001 and another 3 qty of Child002, thus exceeding the break qty of 5 defined at the Template parent level, the Sales Prices should kick in since the discounted break qty price is based defined at the parent level.   Any thoughts here to achieve without a customization?   Thanks in advance !!!     

The customer has created one GI that stopped displaying the data of adjustment Qty “tranPtdQtyAdjusted” after disabling this field Include in Qty Available in the warehouse screen. Does this field have any relation to Table "InItemSiteHist" of storing issue and Adjustment qty?

Hi everyone,I made a bulk import of Sales Order and realized that there are items that has been charged to incorrect warehouses. Those SO are already have a complete status.  What is the best way to correct this? Is it through receipt/issue or adjustment?

So it looks like move completed the WO, and then an employee closed the WO before the move was released. What should i do here… Error below: The WO WO128702 production order with the Closed status cannot be used in this process.  

Hi there,I have a scenario where I need to invoice one shipment on three different invoices, as our sales rep has agreed that the customer can pay over three months.Is this possible, rather than just creating one invoice and telling the customer to pay in equal instalments over three months

Is there a way to rotate an image in stock items screen also known as ID CST.IN.20.25PL?

I am trying to create a report for our purchasing team and they have requested that it show two fields from the Inventory Summary of the inventory item.  These fields are Purchase Order and In Transit columns.   It looks like this may be populated on the fly by the program and not actually stored in the DB, does anyone know if that is correct?  Is there a table that does store these numbers?

Hello Everyone,I am stuck again with the import scenario logic.  I have a Sales Order import scenario and I want to put the SO on hold at the end of the import.   The SO has multiple lines and I can’t seem to figure out where the ‘release from hold’ needs to go in order to allow the First Row of the SO to be added without hitting an error. I have tried to put it a few difference places.  I have attached the XML. In the current scenario the error is “the remove hold button is disabled” when trying to add the first row.  I have tried to put a hold on the SO and release it, or place the release in different places, and i’m not getting it to work. Any help is appreciated!

Hi,is it possible to take existing item codes and add attributes.  E.g. An existing Inventory item = W-01.  I want to use the Matrix Items to add combinations of this item.  So …. W-01-BLK-2.8;  W-01-RED-2.8 etc…Can I do this?   I have tried to add the Inventory item as an attribute but had no luck.  I don’t want to have to manually enter 200 templates with the Inventory ID. Any help appreciated.Cheers,Laura

I’m getting the following error when confirming a shipment.However, my items are packedWhile looking into this I found a wierd error on the details tab. It shows packed 2 while I only have one in the actual package and only one on the shipment.  

Dear Connections, When I access the Mobile Workspace, I get the message "There is an error in the XML document (5, 4)." At login time, the Mobile App displays the same error message. Please provide advice on this.  Thanks Ram 

Hi All,Does anyone know how to put a freight charge on a shipment but not invoice the customer for it? They want it to be deducted on projects so that they can track the costs of shipping.For example, if the freight is $100, it would show on the shipment and the invoice but not charge to the invoice. It would deduct from the budget on the project. 

We have 2 branches and i had some sales that were recorded on to the wrong branch.. I reclassified them on the sales order but they are not showing up correctly on the sales profitability by salesperson and customer report. What else do i need to do to get them to show up correctly?  I looked into the invoice payment as well but i am not able to reclassify those transactions :/ Help please! 

Looking to restrict the ability to update standard costs from some users. I’ve restricted access to “Update Standard Costs” screen, but now looking to restrict the “Update Cost” button within the stock item screen. Anyone know where I can find this?

Acumatica 2023 R2 autofill / search does not recognized a space.When I enter a customer name it will match the first word but after a space it completely goes blank.Ex.  Customer name - Discount StoreDiscount will list all discount but after a space it goes blank.Discount St will go blank too.  Thanks,Nelson

 I have Access Rights by Role set up.  I’m trying to find where to prevent the release of SO Invoices and AR invoices by this role.  I have done revoked on every “Release” I can find related to invoices and can’t seem to get it. 

I can’t find a report or inquiry that displays project specific inventory quantity. The only time you get to see the quantity for project specific inventory is when you add a line with an inventory item on the sales order, shipment, transfer or issue form, then the information gets displayed in the footer section of the screen as indicated below.project inventory tracking on the footer of the applicable formsWhat table and field name is used to store project specific inventory quantities that’s reserved in a virtual location.Thanks.

Can someone explain what service levels are, and why different percentages are automatically defaulted to each inventory item we add?  And- how, if at all, does service level affect our projections on purchasing Min/Max levels? 

Hi,A client wants to hide the Release button in the Invoices screen for all users except for themselves. I found the topic linked below that mentioned I can do this via the Access Rights by Role screen, but I was a bit unsure of how to implement it to make sure only one user can see this button.  In Acumatica, I know that a user can be assigned to multiple roles. So, in order to hide a button from all other users, would I need to change the permissions for each role except for the Admin role for example? If not, what would you recommend to implement these new access rights? Kind regards,Andrew