Inventory, Orders Management, Warehouse Operations
- 702 Topics
- 2,497 Replies
Hello,I have added text to various places on stock items and none of them seem to print on POs.I’ve checked preferences for settings and did not find anything.Do I have to modify the PO report to include things like notes or description from the description tab?I want to make sure I am just not missing something before I start modifying the PO form.Thanks!
2021R2 version. We receive an EDI 850 from our customer. Through True Commerce APIs, we create a sales order in Acumatica. Later, we receive an EDI 860 change order from our customer. Our business does not want this change order to be automatically applied to the existing sales order in Acumatica.Instead, our business wants us to generate an exception report that lists the content of the 860 (e.g. header info, line item data) and generate exception messages where the 860 change order is different than the sales order on Acumatica. For example, provide exception message that the line item quantity changed, or that a new line item was being added to the sales order. This exception report would go to the customer service rep., who would review the changes and manually enter them on the Acumatica sales order if accepted. Has anyone already built functionality that creates custom change order tables (header, lines, notes), and then matches this to the sales order already existing on
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
Here is an example item. I have created a number of purchase orders for this item, and then I received them. You can see there are 3 purchase receipts, all of 1730 LBS of this item. Then we have 1 sales order for 346 LBS of this item. The “Available” quantity of this item is -346, and the Available for Shipping is zero.Can someone please help me understand why that is? On receipt, I assign a Lot/Serial number to these items. Does this somehow segregate this from the main inventory calculation figures? If I have received 1730 * 3, and I have one order for 346, then why is my Available still negative and my Available For Shipping zero?P.S. There was a warehouse attached to these records, but I have redacted it. Just pretend its name is DEFAULTWHSE for the purposes of this discussion. Thanks,Jonathan
I have a IFF here that is working for formatting the cell in yellow=IIf( [POOrder.Status] = 'N', IIf( [POLine.PromisedDate] < Today(), 'yellow40', 'default'), 'default') What I want is to highlight the cells that are +14 days from today.Like you can in a filter @Today+14 Thanks
Hello, We’ve been using Acumatica WMS for about two years now. We were initially excited about the picking functionality—using a smartphone via the Acumatica app, or a handheld scanner—but it has not lived up to our expectations. I’m curious if anyone is having success? Here are our pain points: In order to pick via the handheld, you also need a printed picking worksheet to know where to go and what to pick. Using the Review screen during the pick is inefficient to look back-and-forth between. I wish the picking screen would tell you more about where to go, what SKUs and quantities to pick, rather than leaving you “blind” to that information. It is therefore much easier for our team to just use the printed picking worksheet to pick orders. Using the handheld takes much longer. As far as I know there’s no way to simply mark a picking worksheet as “picked” in Acumatica. You have to actually scan everything (which takes forever). Therefore our team just deletes the picking worksheet aft
We use Parent/Child Account relationships extensively for our Customer base. We also use a ton of Customer part numbers as Alternate IDs for our stock items. This is becoming very difficult to manage when we have some parents with 100 child companies. Is there a way to set an alternate ID of a part number for a Parent account, and have it be used for its child accounts? We can’t use Global in this scenario because we need to be able to use the alternate IDs on customer facing paperwork as well.
HELP!! Error An error occurred during processing of the field PaymentMethodID: Error: An error occurred during processing of the field Last Modified On: Specified cast is not valid...
Any help would be greatly appreciated!I cannot prepare invoices AT ALL! I am not sure what changed but if anyone has any idea how to get this fixed i would really appreciate it, need this fixed asap :( Thanks!
Hi!I run a report for our sales team every week that includes the following: The problem with this report is that the column “OrderStatus” gives me that status of the sales order, when i really need the status of the sales order line. Ex: The sales order has 5 lines on it, 4 of the 5 lines are shipping but the one that is not shipping shows up on the report with a status of “shipping” because the status of the sales order is shipping but the line is not. Is there anyway to get a line status put in there?
Hello, we have hundreds of customers, just some of which are requiring to receive order confirmation after the so is placed. To click the “email sales order” is just 1 click, however, sometimes the salesperson would forget. How can I set the automation just for some customers?
Hi Everyone!Does anyone know of a way to assign sales reps in Acumatica based on item class and customer/business account at the time of sales order entry?Example: IF item class = Consignment, THEN Sales Rep = Business Account OwnerAny help would be greatly appreciated :)Thank you!
Hello, Take the “release from hold” button on SO screen for example. Currently, I can set this button only can be clickable by certain users using “access rights” function. But if I set by “acess rights” ,it would effect on all customers on all Sales orders.What I want is to for only certain customer/customer class that we limit the access rights of the “release from hold” button to only a few users. For the rest, all users have right to click the button.Is it possbile?
Hello, I know we are having “Inventory Balance” report (IN615000) and “Historical Inventory Balance” report (IN616000). However, Inventory balance report is something like real-time balance, it displays the balance at the time of the report running. History inventory balance can only display the beginning and ending balance of selected periods. If my requirement is to record and display the entire warehouse’s inventory balance of each day for the coming week, like from Monday to Sunday. What is the quickest/simplest way to do it. All I can think out of is to set a schedule that run “Inventory Balance” on 00:01 every day, and sent this record out as email. And in the final day, I merge them into one excel. This is a workable way, but could it be better?
Hello I'm attempting to create a single import scenario on InventoryItem attributes to update any item attributes without overriding the existing data. When running an import scenario with item InventoryItem attributes, if a field is empty on the import source sheet, then on import, it will override the data in the destination in that field and make it blank. I tested in the mapping sections using ISNULL([WILDLIFE],[Answers.Value]) in the Source field/Value, and had success. The issue I face is attributes that are checkboxes. The date gets imported as "False". I tried various IIF statements, with and without converting the data to different data types, and still no success.
We have customers and prospects with their own fleet of delivery vehilces. They are interested in using Workwave route optimization to help facilitate the deliver of Acumatica generated Shipments. Has anyone integrated Acumatica and Workwave for Shipments? I understand there is an integration for Field Service. This request is for Order Management Shipments only.
Vendor charges Freight for Drop Ship on PO.Auto shipment created for drop ship receipt on sales order:Sales order gets completed upon auto receipt and no opportunity to charge back freight to customer on sales order:Freight can be added manually to Sales Invoice before release but the freight charge backs can be missed which happens most of the time.Any way to have freight populate on the Sales Order upon release of receipt?
My company adds $3.75 handling fee to outbound UPS shipments. This amount is added to the freight cost we incur from the carrier (UPS), the sum of the two quantities (freight cost + our handling fee) are combined and billed to the customer on their invoice. I see handling charges can be added using SHIPPING TERMS, which can be assigned within CUSTOMER CLASSES. However, if I have a sale that is delivered via my company’s truck or if the customer picks up at my facility there should not be a shipping and handling charge. I’d like to avoid relying on users to manually change the SHIPPING TERMS on a sales order each time there is a customer pickup or deliver via our truck. Is there a way to attach the shipping and handling charge to SHIP VIA or CARRIER so this is automated? There must be something I’m missing in order to accomplish this. We are not the only company to use freight padding.Thank you,Matt
Hello, We are selling food, and we have several similar items, like: Chicken1, chicken2, chicken3, chicken4…. currently, these chicken items are handled in different individual item ids. These items are similar only with the Brand difference. So now the management have a need to see the inventory(Qty on hand) of “Chicken” together at once. we previously did this by manually adding different chicken qty together. I know Acumatica having item class/item sub class, item/sub item, matrix item, a lot of ways to define a group. But in my case, which is the best way. Can anyone give me some advice?
Was working on price increases and looking at margin and I am showing quite a few parts in our inventory that are not showing an average cost. Does anyone know why? and how do I make sure it still calculates? Any help would be greatly appreciated! Thank you!
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