Distribution

How does the Requested On Date on a SO effect the customers credit limit?  For example:  If a SO is entered with a future Requested On Date, does the amount on the SO go against the credit limit immediately? or after the Requested On Date?Thanks 

We are in the process of implementing Acumatica. We will be using the WMS in the 4th quarter of this year, and would like to visit a comp[amy that is using the WMS already. We are located in the general Milwaukee, WI area. Thank you. 

Hello Comminuty,I have a scenario where I would like to record the LC for the transfers instead of the PO Receipts directly. The scenario is,A PO is created for Project specific Inventory with mentions of Task & Cost codes. Inventory is received in Warehouse 1 - Location 1 Inventory is then transfer to Warehouse 1-Location 2 via single step from Location 1. Inventory is further transferred from Warehouse 1 - Location 2 to Warehouse 2 - Location 1 via single step. (wanted to record via 2 step but creating problems to tracking the project inventories). And at last: Apply Landed Costs – but the methods of allocation does not allow to apply different duty rates to different items within a PO receipt. Also, as the goods have already been transferred from Warehouse 1, there is no quantity available from the PO Receipts. It is being proposed to generate the landed cost document and then amend the info to pick up the correct warehouse and location that the stock currently resides before re

When we process the Transfer Order using the MRP Display screen, the line falls off immediately, but when we Regen the MRP, it comes back. Why does it come back when there is a Transfer Order in for it? The Transfer Order is from the Sales Order, which creates a Demand type, not a supply type. But shouldn’t that create a new line of demand on the MRP Display? It does not create a new line, it only brings back the same line we just selected and created the Transfer Order from. Is there a setting to get that line to stay off after transacting against it? Or is there a way to make MRP create a Transfer Order that would look like supply and link it to the Sales Order that it was processed for?

Trying to send out payment notification emails and receiving the following error: “The email message has not been sent. See the following error message for more information: CR Error: Email send failed. Source notification object not defined to proceed operation..” Has anyone seen this before?  

Hi All ,  Is it Possible to Restrict Sales Orders to single warehouse  other than Restricting the users… By Clearing the Sales Allowed Option from Warehouse Location .. Will this Helps.. do this have any other Impact 

Saw this message in 23.110 in file upload window. It doesn’t have any impact on functions, but please let me know what this message means and how to resolve it.   

Is there functionality on the Customer Portal that allows the Customer to upload sales order lines to the cart,  similar to the sales order upload process?This client’s customers will have sales orders with 100plus lines and would like to allow for an import since the customer uses excel to buildout the order on their end.Wondering if anyone has encountered this as well?  

Hello everyone.How is Data Matrix with multiple pieces of information in it (i.e product code, lot number, expiry date...) used in WMS?For example, during receive and put away, the scanner will display all the strings of the data matrix on the barcode slot where I get an error. The barcode of the product is set at the product code within the data matrix. I am using a Zebra DS2278 scanner. I understand Acumatica’s WMS supports Data Matrix. Is there anything I am missing?Thanks.

When I prepared invoice in shipment I got this error: Another process has added the 'ARInvoice' record. Please try again.

Situation is this:Item has the stock profile replenishment settings to have a source of Purchase to Order.Warehouse setting has no default replenishment classFeatures enabled for Sales Order to Production Order syncThere is no Item Detail Warehouse setup for this item.When I enter a Sales Order, the Mark for PO does not default when selecting that warehouse. But when I change the replenishment class on that warehouse, it will default with that setting, but this does not always work for every parts, therefore this cannot be the answer.When I add the Item Warehouse detail it works too, but this takes quite a bit of maintenance. My question is, why when I enter this item on a Sales Order, and there is no replenishment setting on the warehouse, and no item detail setting for the item, that it does not automatically look at the standard replenishment setting for the stock profile? 

The Track Expiration Date on Lot/Serial Class already Created is Grayed out . Is It Possible to Activate it ? Why it is Grayed out  

Add a field to the Shipment summary area (Screen ID SO302000) that will show the orderDesc field from the most recent order linked to that shipment. This will be a read-only field and will not be stored with the shipment.  Im just using the sale demo data for this!     I'm using the    [PXDBScalar] for this but am pretty lost on how to use the search I know I want SOShipLine.tranDesc  most recent order from current selected shipment. 

When creating a Sales Order and Quotes, How can we set a minimum order quantity per item so it will only reflect and allow you to order the minimum of that particular item?Right now looks like you can only do this on the Purchase Orders but we need a minimum order on the Sales Orders and Sales Quotes. So when the sale person is creating a quote or order they can only add the minimum quantity. Example but for POs: https://community.acumatica.com/ideas/implement%2Dminimum%2Dorder%2Dquantity%2Don%2Dpurchase%2Dorders%2D4931 Also some items are sold in even numbers or pairs. How would you set up the item in Acumatica so they can only be added to a Sales Order in even numbers or pairs per item?

When creating a Purchase order the Description field in the header does not come over to the Receipt screen.  It does flow over to the AP Bill screen.  Logic should be the same as the Sales order where the header description flows from Sales Order to Shipment to Invoice.

Hi there, I have a client that uses the same components. Instead of entering various item lines is there a way to create a kit (or something else?) that would show each item individually.  I created the kit but it only shows the kit price, but I need to show each individual item instead. Please advise what my options are. Thank You 

Hi guys,With the phasing out of sub-items has anyone taken up the challenge of moving from sub-items to Matrix items?We have discussed with Acumatica and they do not have any options other than a complete re-implementation of the client using MAtrix items.

I have Mentioned Markup Percentage in Item Class Level which  is not Working , Where as when i am creating Markup% on item Level its  Working . Kindly advise what need to me checked  or what is the concept in Using Markup % from item Class Level

Hi community. Please assist, I have. An import scenario that is triggered by a business event. The Business event completes but with an error for the import scenario. however, when i resume processing of the event from the BE History screen, it runs.    Please assist , what am i missing.?

Client uses multipliers to calculate min and max dynamically. In order to work on a possible solution we need to import historical sales so that we can have Acumatica generate a daily moving average.Two questions:How should those historical transactions be imported? (invoices, issues, etc) When doing the calc for daily moving average, how does Acumatica do that math? Is it taking into account number of business days in a month vs the total days in a month?

We currently are assigning lot numbers at the kit creation level, but would like to switch to assigning lot numbers at invoicing instead. Can we simply change the lot class of each item in our system to have the lot be assigned when used instead of when received?

I imported inventories against a default warehouse an location. However, decided to remove it later on before entering any transactions. Bulk removed default warehouse and locations from ‘inventory card’ and ‘Item Warehouse Details’ screen.Now when creation purchase order and using ‘Add Items’ button, system still holds this information in inventory lookup as a siteID value.If adding lines manually using + button it’s all goof. Only when using below Add Items button. How can I remove warehouses from here?  

When enter purchase receipt unit cost of inventory change difference from purchase order. I don’t why it has happed. Here it is 

When we figuring out stock depletion, we often run into trouble with quantities on open blanket purchase orders. For example, we will look at inventory summary and inventory allocation to see a list all current inventory on hand, supply and demand. However, there doesn’t seem to be any report tied to the inventory item that includes quantities open on a blanket PO. As a result, contracts reflected in blanket PO’s are overlooked when we’re planning the phase out of an item resulting in all sorts of issues like restocking fees, large scrap values or modifying deployment plans.Is there any way to have visibility to open blanket PO quantities when looking at inventory summary or allocation? Is there any reason that these screens wouldn’t/shouldn’t include quantities on blanket PO?

Hello Everyone,We are looking for to adopt a 7 segment inventory id. One of the segment is Item Class. Thinking about using Attributes and make the id created automatically. Its not clear on how the ids get created using attributes and segments. Already referred Matrix items, Templates as part of the research. Has anyone went through a process of multi segment inventory id. how easy is to create and maintain the records? Is there any value on creating multi segment like for any reporting? Ease of use, read challenge, etc. Any challenges that we should be aware of. Appreciate any insight.Thanks,