Distribution

Hi,I have been poking around Acumatica to get the Withholding Taxes to deduct from the Order Total instead of adding it or say display something like belowInstead of this:The sample picture is a P.O. with VAT of 12% and WITHHOLDING TAX of 2%. Acumatica sums up all Taxes and Line Total to get the Order Total. But we need it to be:Order Total = Line Total + VAT (12%) - Withholding TaxIs this something I can do in the Customization? Has anyone been able to do this project?

Is there an option that would allow a stock item to be added to or removed from an existing template ID?  Example, an existing item is purchased from the manufacturer today with only one size and one color.  However, the following year they update the product to include multiple sizes and color.  We want to retain the history with the original size and color, but then add that item to a template item which includes the additional sizes and colors. I thought there was an option/configuration to allow the editing of template ID on an item, but can’t seem to find it.  Anyone know if that functionality exists?

When creating a purchase requisition and then a purchase order in Branch 1 from a purchase request created in Branch 4, the lines on the purchase order are created with a Branch 1 designation which is not correct.When creating the requisition and purchase order in Branch 4 from a purchase request created in Branch 4, the purchase order lines are created with a Branch 4 designation, which is correct.Our purchasing department typically work in Branch 1.  We don’t see a Branch designation on the purchase requisition screen which would notify the purchasing agent to switch to a different branch to create the requisition/PO.  The branch field is only visible on the PO line when created which is too late. Is there a solution we may be overlooking?Thank you.

Our client uses UPS (in the UK) without integration.  They have a tracking label with a reference number which is also supplied as a bar code.  As this number is rather long and difficult for the warehouse personnel to enter on the mobile app is there a way to open this field on the app and to have it scan and read the bar code and store it as the shipment tracking number? ThanksJames 

Our client is using an external shipping calculation for Sales.  Specifically EasyPost.  There are a number of Ship Via codes they will use for Sales.  At the same time they want to be able to use a different set of Ship Via codes on Purchase Orders.  Right now in both Sales Orders and Purchase Orders you see the same set of Ship Via Codes.  Is there any way to limit which are seen based on the document type?

Hi,In shipments screen Details Grid, I added Upload button and trying to update Existing data through Excel, It updating for only first line. Not updating for remaining lines.Below is the Code I gaveIn Aspx: AllowUpload=true for details gridIn Graph Extension:[PXImport(typeof(SOShipLine))]        [PXViewName(Messages.SOShipLine)]       public PXSelect<SOShipLine, Where<SOShipLine.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>>, OrderBy<Asc<SOShipLine.shipmentNbr, Asc<SOShipLine.sortOrder>>>> Transactions;Can anyone suggest on this to update all lines in grid.         

When I release purchase receipt with auto create bill check box, the discount amount in purchase and bill display difference value where currency not USD  

Simple question, can you prevent deletion/cancellation of a Sales Order if it is linked to a Production Order?  Can it be based on the status of the RO (released, started, completed)?  I have found this is a recent feature for linked POs, but am wondering why it wasn’t implemented for ROs as well, or if I am just missing something. 

A client has requested to enable the Currency option on the Opportunity screen even though a Business Account had not been selected.  This will add a lot of value on a multicurrency environment. 

The ask to be able to have the system search other warehouses for available product that can be transferred, if none exist, then recommend a PO be created.  Is this feasible without a customization Thank you in advance for your help

Looking for suggestion my customer has line level payment terms discount. So for certain items that are invoiced to them if the customer pays by end of 1st month they get 5% off if they pay by end of second month then they get 4%, third month 3% etc. This could be on top of the customer terms and there could be other items on the same invoice that dont have this line level payment terms discount. Any ideas i know it will need development.

I am having the issue that the system is still allowing negative inventory after the allow negative checkbox was unchecked on the class. I don’t believe the item gets updated when you change the class unless you change the item to a different class. Does anyone have any insight into this issue? 

When using the pick/pack/ship functions, the quantity on the scanner always defaults to 1 and the user has to manually push the button to change the quantity on the line to the actual picked quantity. This can become a very tedious when there are pages of shipping lines to be picked.There should be a setting in the Sales Order Preferences->Warehouse Management tab that allows the pick screen to default to the quantity on the shipment line.The purchase receipt screen has a similar option to set the default the receipt quantity to zero or to the PO order qty.

Hi all,Has anyone else encountered this issue:After implementing another entity in intercompany, when navigating to the Opportunities Form, i have noticed the “Order” Tab and “Invoice”  Tab has disappeared.the below is before intercompany functionalityAfter intercompany functionality.This is not a custom field, we have also ensured the Inventory Management feature has been enabled.Any help on the matter would be highly appreciated.

I have customers who do a large volume of drop shipping items to customers.They want to be able to invoice directly from the PO to close the purchase order, or to be able to mass process purchase orders like you can with sales orders:Mass create purchase receipt (default to the PO line order qty) Mass release purchase receipt (this can already be done) The preferred solution would be a check box on the stock item to not require PO receipt for the item if it is on a drop ship order. The workflow would behave like a nonstock item with the Receipt Required box unchecked.

I have created a generic enquiry to show the latest invoice age per customer but the ARInoice.DocDate seems to have a problem because my date values are all negative. My formula is =DATEDIFF('d',TODAY(),[ARInvoice.DocDate]). Could this be also because I’m grouping my data  This also impact my options to filter because I would like to only get invoices older than 90 days 

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