Distribution

Hi, A client has found that an item in the Prepare Replenishment query is showing no value for the Qty to Process screen, but it looks like it should be showing a value since a customer has ordered 2 of this item and the client only has 1 of these in stock. Is this query result incorrect or can you see a reason why the Qty to Process column is set to 0? Kind regards,Andrew 

We have an issue wherein we may enter part of a Sales Order, or the full order, and then place it on hold awaiting some further information. The Sales Order may be on hold for several days.  We are on 22R1 Build 22.119.0027 When you go to Prepare Replenishment, however, the replenishment calculation seems to include all orders, including those on hold, in the demand numbers.  This can cause inventory buyers to purchase items that may not be needed because we have changed the Sales Order lines or quantities before releasing it from On Hold status. Is there a setting to have Replenishment ignore demand from On Hold Sales Order, much like the Inventory Availability Calculation Rules can be configured for various scenarios.  Alternately, it would be useful to have a “Draft” Sales Order Status where the order is not visible at all to other modules in the system until the Sales Order is released. Has anyone else struggled with this scenario or had successful workarounds? Thanks in advance.

My customer is looking to create a customer credit term where a 35% prepayment is required on initial sales order entry and then the invoice when generated would be an installment of 35% due net 30 and 30% due net 60. Currently you can create Multiple percentage installment plans but cannot require the prepayment at sales order time but it does generate the two invoices with correct due dates. If I do single installment plan, it will allow prepayment but I only can have one due date for the balance due. I can see that you can create an installment plan with a day of zero for 35% but this does not require prepayment on sales order. Just creates an invoice due today. This also assumes I need to invoice immediately before shipping. I think I may be able to get creative with cash discount being 30 days with zero discount % and make the total terms net 60. But feel this could cause confusion. Trying not to customize too much if possible. Any ideas are appreciated! 

Hello!Is there’s a way to use one warehouse for all the branches, without creating multiple warehouses. Since the branch is mandatory in the warehouses profile and it posts transactions for the selected branch of the warehouse, it is unable to use one warehouse for all the branches. Thank you in advance!Amanda 

Hi Team,We don’t see the Relations View in the base graph SOOrderEntry or Extended graphs, whereas available in the aspx.Could you please help us how to access that view in the custom extension graph of the our customization.  Thanks & Regards,Vidyakeerthi K

I’m trying to setup UPS integration with Acumatica. Looks like it’s no longer accepting API credentials instead requires OAuth. Does anyone have setup documentation?Is this the same issue with Fedex?

HiIn apparel business we are using multiple size ranges and at the moment i have problem with displaying them in one column in GI or reports   some of size ranges  Attributes of size rangesI tired to use simple formula =IsNull( [InventoryItem.SR-1_Attributes], IsNull( [InventoryItem.SR-2_Attributes], IsNull( [InventoryItem.SR_3_Attributes]….. )))to display them in one column that is partly working, as I have them in one column , but as result is only displaying them as Value ID (0401,0402...) and cannot get display attribute Description (XS, S, M ...) in that column.Is there any better way to do it ?  

Looking for a Generic Inquiry to get the List of Matrix Items associated to Template Items. 

Is there a way to remove/reverse/delete an Issue so that we can return the Lot Serial number. Most of the time we do not receive the vendor credit memos until after we have Issued out the purchase order/po receipt. And we don’t use the Sales Order System - which has a RMA function but is not useful to us as we issue PO’s directly to the vendor. Also, is there an option to return to warehouse or vendor? We are trying to balance our inventory and making manual adjustments is not an option as we are very large company with hundreds of parts. We are new to Acumatica and any assistance is greatly appreciated.

Is there a process in Acumatica that allows you to do a return, leave the Purchase Order closed/completed, and create a credit?

I have set up Fixed Reorder Qty Replenishment for select products for our 6 Branches and I plan to run it each week to create Transfer Orders.Lets say that in the first week I have a product below it’s threshold for replenishment but Head Office does not have the stock to fill the order so it goes to Back Order.  When I run this again for week 2 the same item will come up again on the Transfer.  Does this method not account for Back Orders?  I realize the parameter is still being met in week 2 to generate the Transfer for this product but shouldn’t the system recognize that there is already a Back Order and leave it off the next Transfer? 

We would like to implement expiry tracking on some of our product ranges, but we’re currently unable to do so due to the following error.IN Error: Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use. We have made sure to check the type of exception and that it is not related to a similar issue, and can confirm that we’re making use of the ‘When Received’ method: We have made sure that there is no stock on hand for the item, however, there are quite a few allocated item plans against the stock item: We have reviewed a similar know issue, but this solution only makes mention to the following:users can change the lot/serial class for an item if the item is allocated by any of the following item plans (and not allocated by another items plans):PO Prepared SO Prepared PO Order SO Booked SO Back Order Purchase for Sales Order Prepared Drop Ship for Sales Order Prepared Drop Ship for Sales Order Purchase for Sales Order 

How do I add a Discount to a document (or line) that removes 15 cents per UNIT sold if the quantity sold is greater than 500 units?  Essentially, this discount will decrease the UNIT PRICE by 15 cents on every line for this customer. I can’t use percentage because the unit prices vary. Any help is greatly appreciated.

Good day.I have a requisition created with 12 lines. On the requisition screen, I can scroll up and down to see all items. On view/complete bidding screen under bidding results, I can only see 11 out of the 12 lines on a 15inch screen. If I don't use filters to check any missing items I don't see them on entering the bidding results. is there a way to be able to see all items or navigating to see all items outside getting a bigger screen or using filters.

Example - Customer A having X printer for shipping or carrier labels and they have setup the preferences for printing with X printer.Customer B having Y printer for shipping or carrier labels and when they try to print printer prints on X printer instead of Y. How we can add separate printer for separate customer and their location?

Using Build 23.108.The SO Sales Order Type is set up to Require Customer Order Nbr. with Allow Duplicates Validation.When we attempt to Create a Child Order from a Blanket Order, we get error “The customer order number cannot be empty.”.We were expecting Acumatica to copy the Blanket Order Customer Order Nbr to the Child Order, but this is not the case, so the child order creation step fails.We are forced to create the SO first, type the Customer Order Nbr.,  and then use action ADD BLANKET SO LINE, which is not an ideal workflow.Any ideas to improve this workflow?Thanks 

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.