Distribution

Hello!Is there a way in Acumatica to show all items that have had no activity in the past few years? Thank you!

We have a use case in Acumatica WMS where we have shipments that require more than one package to ship the products. In our environment, most line items of an order require a separate shipping box. We have our stock items set to auto-package by a quantity of 1 into a specific size shipper.  For shipments, when we create our wave pick list it all works fine. We can use Pick, Pack, Ship and in @pick mode we can select the correct qty, totes, lot/serial#s and confirm the pick list correctly. However, when we get to @pack mode, each shipment throws an error if there is more than one package (anything with multiple lines or a qty greater than 1). The specific error is “The Pack mode is in use. The 000179 shipment cannot be processed in the Pack mode because the shipment has two or more packages assigned.” For example, we create a shipment for an order of 3 cases of water. We create the picking worksheet (pick list), select the shipment from the Pick, Pack, Ship screen, follow prompts and Co

We do a lot of production, utilizing Acumaticas Kit Specifications/Kit Assembly. However, the cost on the Stock Item and Kit Specification rarely matches. Any reason why these 2 don’t match, when they should? Thanks!

A customer is a branch of a head office. Some invoices for the customer are billed to the head office and paid for by head office (purchase of equipment). Other invoices for the customer are billed to the branch and paid for by the branch (consumable items).If I setup the child / parent relationship, is there any way of choosing that some invoices are not the responsibility of the parent but of the child? ThanksKevin

Hi: I need to setup security by user in order to let some user create only 2-step Transfers. With this I can reduce the human error at the trasfer process.  Please let me know if someone has achieved this or if there is a way to do it.  Thanks,  Jesus. 

Just looking for confirmation and clarification for my client. 1. WIP?  I am looking for confirmation that once the ISSUE of components happens, the component is removed from the ON Hand Qty of the Component.  And that there is NOT a step to verify the count of materials on WIP?So my client would count only the components NOT issued to production orders.  2.Shipments? -They WOULD count Finished Goods on shipments, that have NOT left the building, correct.  They Update IN - has not been done, so these should still be ON HAND correct?  Thanks - the documentation in Acumatica for the Physical count isn’t clear on these topics.

I’m surprised this hasn’t been questioned/requested here before.Every customer of mine that uses Lot/Serial tracking has asked for an inquiry that tells them every product a lot or serial number when into. The only tool that’s available is the Inventory Lot/Serial History inquiry which is only a list of all of the transactions for that lot/serial number.The user has to open every transaction to determine where that product went, which can be hundreds of transactions in the case of a lot number.I’ve had conversations with VERY frustrated customers over the fact that there’s not an easy way to know what customers they need to contact if there is a product issue. That’s the whole point of tracking the items (their words).Am I overlooking a tool that already exists? Or does anyone have an inquiry they’ve developed for this purpose?Thank you!

Is there a way to convert a Stock Item to a Non-Stock Item? 

I am trying to Close the debit adjustment against credit adjustment.  Not sure where to change the curr. rate  

Screen : REQUEST (RQ.30.10)Is require to increment confidentiality and only allow to see ours transactions 

Hi all, after going live with Acumatica this week I realize we have our shipping rule configured wrong. Originally we had the shipping rule set on the customer class set to Back Order Allowed, which allows the sales order lines to ship multiple times based on available inventory. I realize now at the line level the shipping rule should be Ship Complete, so we only ship the line a single time when the full quantity is available. However I also noticed there is a shipping rule setting in the branches screen that is set to Cancel Remainder. I do not see those setting being applied anywhere, but was wondering if someone could clarify how the Shipping Rule field on two different screens can say two different things?Additionally I would like to know how to set sales order lines to ship complete, but have the back order status be applied to the order header if the full quantity is not available to ship. Also at the same time letting available lines to move to fulfillment if inventory is avail

I’m trying to prepare an invoice from a shipment, but I’m getting the following error.Here is a screenshot from the trace at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at System.Xml.Linq.XElement.set_Value(String value) at AmazonAcumatica.BZSOInvoiceEntryExt.InvoiceOrder(InvoiceOrderArgs args, InvoiceOrderDelegate baseMethod) at PX.Commerce.Objects.BCSOInvoiceEntryExt.InvoiceOrder(InvoiceOrderArgs args, InvoiceOrderDelegate handler) at PX.Objects.SO.SOOrderEntry.InvoiceOrder(Dictionary`2 parameters, IEnumerable`1 list, InvoiceList created, Boolean isMassProcess, ActionFlow quickProcessFlow, Boolean groupByCustomerOrderNumber) at PX.Objects.SO.SOOrderEntry.InvoiceOrders(List`1 list, Dictionary`2 arguments, Boolean massProcess, ActionFlow quickProcessFlow) at PX.Objects.SO.GraphExtensions.SOOrderEntryExt.Blanket.InvoiceOrders(List`1 list, Dictionary`2 arguments, Boolean massProcess, ActionFlow quickProcess

I am getting this error despite having the item in stock and availabe=le.The upgrades is a non-stock item, the Install is a service item. The FGSO item is a stock item which shows as available, but we can’t include it on a shipment. The shipping rule is Ship Complete.The FGSO item is the one blocking it but not sure why as the item is available and we are trying to create the shipment for today.

Using 2022R2.  Starting 9/5/23, the USPS via Stamps.com api doesn’t seem to be working correctly.  Acumatica is either sending the incorrect weight or Stamps.com is changing the weight.  The weight looks correct in Acumatica but wrong at Stamps.com (i.e. 3lbs vs 48lbs).  As a result, the incorrect (very) cost is being charged by Stamps.com and sent back to Acumatica.  The customer uses the Parcel Select Ground (now Ground Advantage).  Ideas? 

I have a weird issue happening, a lot of my shipments/orders are going to invoice with out actually shipping. What would be the best way to prevent or catch this issue?

Hello Everyone and Happy new year :)  Can we extend vendors to cultomers via import scenario; ? I need to do it for a list of vendors (500) so i can’t do it one by one. Thnx ;)   

Does anybody have any input on a workflow for creating purchase orders with “estimated” costs? Example - vendor estimates cost for services will be $1,500, PO written for $1,500. Cost may come in higher or lower. *this is assuming no Subcontracts/Projects. Here are some of my thoughts… "PO with estimated costs" - option 1create normal PO at $1,500 (no accounting transaction) create PO receipt for $2,000 (also created AP bill) PO closed Accounting on receipt: debit COGS $2,000 credit Inv. Purchase Accrual $2,000 Accounting on AP Bill: debit Inv. Purchase Accrual $2,000 credit Accts. Payable $2,000 In option 1 - PO can still go through approval, receipt approval = n/a, AP Bill approval if needed (won't be able to create approval where AP cost > PO cost)"PO with estimated costs" - option 2create normal PO at $1,500 (no accounting transaction) PO approval if needed Place back on Hold - adjust cost *will have to run through approval again

Hi All, Wondering if anyone has found a way to implement a Business Event to cancel a SA order type that hasn’t been changed from “open” status after X amount of time. We’re finding that sales reps are infrequently starting new orders and leaving them open for weeks at a time. This is throwing off inventory as it’s tied to a stale SA that should be cancelled. Thanks in advance.

Looking for ways to use system to facilitate new vendor onboarding process.

We hope to get only one invoice from one Shipment. The Shipment might contain one or many SO Lines from different SO, and those SO might have different Finance Period (different date).We hope to get only one invoice for every Shipment by using Prepare Invoice in screeb ‘SO302000’ Shipment , but some works, some not ( automatically generate multiple).Any one have the same issure or experience for that? Needs help! Any hints or advices are appreciate.Thank you!!!

I created a few attributes to enter numeric values, the control type is “Text”, when I add these fields to a GI I would like the header filters to have the numeric filtering options such as greater than or less than, ETC. however I only have now the text options such as begins with.is there anyway Acumatica should treat these fields as numeric values instead of text?

Hello,I am trying to set up multiple system emails to be used by purchasing, accounting, admin etc.After setting up the emails given by customer, after signing in, I tried to TEST it. Then it gave me below error.The email cannot be sent because the account you signed in with does not have permission for using the email address specified in the system email account on the System Email Accounts (SM204002) form. I read some information related to the error in below post. But I would be pleased if anyone could further explain me about conditions. I think email is correctly configured and all permissions are properly set up.What are the conditions to fulfil for the email account to be used?  Further explain - No delegation, send as, send on behalf, or shared mailboxes can be used for this sign in process. Thank you!

We had UPS Shipping Carrier integration working in Acumatica 2021R2.  We upgraded to Acumatica 2022R1 and although the license is there, we are not able to select the UPS Carrier Plug-in.  Feature is also still enabled.  See screenshots below.  Is there a customization that needs to be published to get the plug-ins?  If so, where do I find those.  I appreciate any help.  

Hi AllMay i know when we do receiving the inventory in system, can we change the date same as supplier invoice date?Example: Supplier invoice date  30 July 2023  , When we received the goods , the date is 3 Aug 2023. When the time we enter and do the receiving for the goods is 3 Aug 2023 in system. Can we change the date same as the supplier invoice date 30 July 2023 when do receiving so that i can align with the payment term and due date in payable module.Thank you 

We are in the metals industry, and one of the somewhat unique aspects of our business from an ERP perspective is that sometimes we will cut pieces of material that we sell into smaller pieces, per our customer’s request. So as a simple example, let’s say you have a 20ft x 20 ft piece of aluminum plate, and the customer asks for a piece that is 16ft x 18ft. We will cut that plate to size, and then have a remainder (what we call a remnant or a piece) that is left over. Sometimes we will directly scrap this remainder (not keep it around), and other times we will keep it on hand and sell it to another customer, or use it to cut another piece for a customer who may require a size smaller than that previously cut piece. We need to maintain heat/lot tracking of these pieces from the parent item.Does anyone have any clever ideas about the best way to program this in Acumatica? You could obviously create a new item every time you create one of these pieces, that is the exact dimensions of the p