Inventory, Orders Management, Warehouse Operations
- 1,439 Topics
- 5,577 Replies
I’ve found that the non-stock kits default in a qty 0 shipped qty on the shipment. The allocation of the kit items do not occur until the shipped qty is manually updated. At that point, the items display on the pick list. Does anyone know why normal items bring over the shipped qty from the order while non-stock kits require inputting in a qty before the kit components allocate and show on the pick list? In order for the components to display, this flow is requiring users to manually updated the shipped qty on the non-stock kit item to get the components to allocate and display on the pick list.
How about, if a customer or supplier is placed in credit retention or retained status, it does not appear in the modules, for example customers, it does not appear to register orders, does anyone know if there is a solution to avoid this situation?
MRP is indicating to buy 5,000 units of 173L8100 STK with the following action and promise dates. I have created two POs, one for 2,500 (promised on date of Jan 5, 2023) and another for 2,500 (promise date of Jan. 11, 2023). I have regenerated MRP but those two lines remain on the MRP Display. Why do they remain? When should they disappear from MRP Display?
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?
I apologize if this is a duplicate- I tried finding if this topic already existed- if so, please redirect me. However, is it possible to fulfill a sales order by doing an over the counter and a drop ship under the same order? When I do sales order- it assigns shipping labels to all of the items, however, if I do over the counter, I don’t get shipping functionality. Much like the ability to split shipments by date, I need to be able to split it by “Ship Via”.This might even be canned functionality that I don’t know about. I’m a little newer to the order processing side of the system. Any ideas would be great!
We have a business event which sends a notification to the Purchase Order Approver.We want the owner of the PO to be notified also. Which screen field should be used so that the PO owners email can be copied in the CC field on the email template? Regards
Does anyone knnow where in the system I might be able to find the history of a physical inventory by item? Is there a report or screen where I can access that or pehaps someone knows the underlying table that I could look at through the DAC browser? Any thoughts would be appreciated.
Having a bit of confusion trying to understand the credit flow and how to map some of our current processes to it. The Acumatica Documentation seems to be oriented to credits only occurring Post Invoice and my confusion is how to handle situations where the invoice is not yet in place. For exampleCustomer places order on our website. Full capture occurs at the time of order. Order is injected into Acumatica with payment / transaction details attached. Shipment is created from the order and sent to the warehouse. Customer calls in “Oh, I forgot to apply my promo code. Give me 10% off”Assuming the transaction has already settled, how do I give them their discount and how does this get reflected on the order so that, if they return an item on the order, they get the correct refund? Tangentially, if I’m at the Sales Invoice, there doesn’t appear to be anyway to create a Return / RMA from that screen. Is there a better workflow than creating a new SO of the appropriate type, choosing t
I’m new to use the replenishment features of Acumatica, and kind of confused when I see I can setup replenishment classes on the warehouse, item class, item profile and item/warehouse details screen.where would I setup these classes for an item or warehouse, and what hierarchy does Acumatica uses between these 4 screens mentioned above to determine which class to use? and additionally why would it allow me to save multiple classes on the item profile how would the system know which class to use?if anyone can please give a brief explanation would really be a big help, Thanks in advance.
Hello, We would like to charge every cusomter a same fee by using some (Means might not be only 1 line, might be several lines) Non-Stock items on SO/Invoice.Everytime the sales person have to manually input the lines on SO or on Invoice. Is it possible to set default items, when typing SO or invoice, the default lines automatically filled in.
Anyone have any ideas what happened? It was working fine early last week but now none of the purchase order notification emails are processing and sending? Everything else is sending fine? Any help would be appreciated! Thank you!
I’d like to use the “Create Sales Order” action in an Import Scenario on drop-ship purchase orders. Here’s the process flow I’m trying to make work:Create drop-ship PO, enter PO line(s), save the PO Use Business Event to trigger an Import Scenario based on newly inserted record Import Scenario accesses the newly created PO record and does a “<Action: Remove Hold> (ReleaseFromHold)” step. This is working. Import Scenario performs “<Action: Create Sales Order> (CreateSalesOrder)” step, fills in Sales Order Type of “SO”, and selects OK to close dialog box, create the Sales Order, and enter the SO Type/number/line into the associated reference fields on the drop ship PO line. This is NOT working. ***I need help w this step.*** Import Scenario puts the PO back on hold using “<Action: Hold> (PutOnHold)”. This is working (when I inactivate the mapping lines related to #2 above). Import Scenario checks the box for “SO Linked” -- I cannot find an Action for this. I only se
Hello everyone, I’m trying to find a way to have the notes on a Stock or Non Stock item automatically print on a Purchase Order. I know I can add notes on the individual line, but I don’t want to have to manually copy the notes per line item for every time I make a PO. Use Case: For our ISO 9000 certification, I need the stock item note to call out a spec reference sheet every time I make a PO for that item.
Hello Linkies,I have created a new PO report - PC PO (PC651000) in the system that I would like to add in place of the Print Purchase Order report as highlighted below.But I am unable to add the newly created report by modifying the Mailing & Printing tab in the Vendors (AP303000) form & Purchase Orders Preferences (PO101000) form. Kindly let me know how can I achieve it. I am not looking to modify the already existing report.
How to add consulting item to Invoices screen (SO303000) when creating Invoices from Prepare Invoices
I want to add non stock consulting item(See below figure) to invoices screen details tab when creating prepare invoice from shipments screen. I tried override shipment screen “CreateInvoice” action as well as fire Row Persisted event and override Persist method in Invoices screen too but unbale to do. I saw when fire Row Persisted event or override Persist method just executing(looping) no end point. Please give me any answer or suggestions.
Hi, We’re running into an issue when doing inventory counts and using the Scan and Count automated function. If an item doesn’t exist in a location and we try to add it, the system flags it and asks if we want to add it. There is no way to confirm that we want to add it, the system will just stay stuck on that question. See below a screenshot of the error (while using it on the PC, same thing is when using it via mobile app)
Suddenly we cannot add a warehouse to a stock item.No errors, just no ability to save as is it grayed out.I thought is was possibly related to a customization. However, I have tested against multiple unrelated instances with the same results.Has there been a windows update or something causing problems?
HI all, Can you help me about my problem here in Report Designer. I created a number wording for the printing of Checks, but my problem here is how do I insert the word of “PESOS” like this output: SEVEN THOUSAND THIRTY SIX PESOS AND 19/100This is my coding in report designer = IIF([APPayment.ExtRefNbr]<>[APPrintCheckDetailWithAdjdDoc.StubNbr],'* VOID *',PadRight(UCASE(replace(replace(' ' + [APPayment.AmountToWords], ' ', ' '), ' ', ' and XX/100')), 60, ' ')) If I insert the PESOS from this codePadRight(UCASE(replace(replace(' ' + [APPayment.AmountToWords], ' ', ' '), ' PESOS ', ' and XX/100')), 60, ' ') the word PESOS is not showing (no error encountered while saving this) Thanks
Is there a quick way to identify all invoices that were not emailed? The Process Invoices and Memos screen is displaying invoices that were emailed as invoices that can be emailed. Not sure why invoices that were already emailed are still showing up on the list when I select Email Invoice in the Action field (not all emailed invoices show up, but the list contains many).Is this a known issue and if so, is there a fix coming soon?
How to fix an error occurred during processing of the field InventoryID: Error: An incorrect type of extension has been requested?
Hi All, Can you help me about my concern, this is the scenario we do After publishing a customization, Test some procedures from Purchase Order (PO) Select vendor, In Document Details when I select the InventoryID, and the error suddenly appears and it says “error occurred during processing of the field InventoryID: Error: An incorrect type of extension has been requested ” I also checked in Stock Items and all the inventory items are active What should I do next? Thanks
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