Distribution

Please help us configure discounts to achieve these five goals: Customer Price Classes with 10%, 15% and 18% discounts on some, but not all, Item Classes.   Volume Price Discounts of 10% for aggregate purchases of $2,000 from specified Item Classes and discounts of 15% for aggregate purchases of $3,500 from specified Item Classes.  Products from any of the specified Item Classes count to achieving the volume purchase levels. n   The customer would get the higher of the Customer Price Discount or the Volume Discount, but not both.  In other words, the customer gets the higher / better of the discounts and cannot “stack” the discounts.    No matter what discount applies, the discount amount is booked on the GL so we can track discounts.   The amount of the discount shows on the invoice so the customer can see it. Your ideas and help are greatly appreciated.  

after upgrading from 2020 R1 to 2023R1 the access rights and the restrictions have been missed up and ruined is there any documentation or any solution for this problem or anyone got this issue before?the sales people can see all the sales orders and the transfers but in the old version they were prevented from seeing the orders and the transfers that arent related to their branch.

I’m looking to have the flexibility on a SO document after creating the shipment (prior to confirming the shipment), for example add or remove items from the SO, increase or decrease quantities, or change shipping location.I know we can create another SO and attach it to the same shipment, but this only helps when we want to add and item or increase the quantity, however this wont be a solution if we want to remove an item or decrease the quantity on the SO level or change shipping address.I know there is an option to delete a shipment and re-create a new one, but this doesn't work for me, since I created already the shipment and employees started working with the shipment it will cause confusion with deleting and starting again and duplicate work.Is there any other solution how this can be accomplished?

I am about 95% sure that this will not work but looking to see if anyone else has a solution.I have client who deals with seeds (such as peas and beans), they send the seeds to a grower who then grows the seed. They are sent on a sales order with item such as 1270. The grower grows the seed and a Purchase Order is created for the seed. The purchase order needs to use a different inventory ID such as 1270-GR. They need a way to account for the seed leaving their warehouse and then bringing it back into stock. The grower is the customer and the vendor. Does anyone have a solution or work around for this?I know also that I could receive as the PO with 1270 then do adjustments and a receipt for 1270-GR but that is going to be extra steps. 

Is there any option or Report to see the details of the Sales Order Accrual Report - (Shipped Not Invoiced )Needs to see the details of Shipped Not Invoiced GL account based on Shipments Confirmed and IN update done but not Invoiced . Similar to Purchase Accrual Reports 

Hi All,Using the lot/serial attribute customization from GitHub:I have a scenario where on Production Orders and the Move transaction, the attributes are filled in for the lot. However, it does not carry back over to the Item Lot/Serial #Info. Does anyone have a solution or ran into something similar? Thanks! 

Hello Acumatica-Community,is there any way to add the function of pre-defined textelements not only to different order types but rather customers or customer classes? Greetings 

Hi,We have renamed inventory ID field to "Cost code" under purchase order detail screen and now this field is not appearing on the mobile App.   Can someone please help me on this ?Thanks :-)

Has anyone tried to auto-fax out of Acumatica for older style vendors or customers? Any info would be appreciated. Thank you.

How can I assign the approval of a request to the “reports to” of the employee who submitted the request?So far the closest I get is by explicitely setting a specific emplyee as the owner via the assignment map, then setting the approval to that employee’s superior via the apporval map. However I am not able to dynamically set the owner via the assignment map.

Customer has device hub and printers configuredCustomer has a custom PO receiving report to print to a specific paper printer.Is there a setting so that the report will always print to specific device hub printer ?Currently the report prints to the screen and then the browser / windows is used to select the printerI found help for the User Profile / Printer Setting Tab (pageid=8430c8b2-a79c-4f7b-9768-b0b7fad23a59) that says:  In this table, you can list reports that you regularly print and specify the default printer to be used when you print each of these reports. When you print a report from the list, the system uses the assigned printer.I was not able to set a ‘default printer’ as described in this help.  What am I missing?     

I keep getting this error when i try to convert sales quotes into orders of the SU type. I have never had this problem before. Please help! CS Error: Cannot generate the next number for the SUORDER sequence.

Who is currently using Korber One (what was HighJump)?The company I joined implemented HighJump about a year ago and our current integration solution with Acumatica is not sufficient. How is your integration setup with Acumatica?

Can you add “Backorder” status to the Open Sales Order filter so the Sales Orders in Backorder status are displayed under this filter?  

Hi Team,I am using TAXJAR (in Acumatica Build 22.106.0015) as an external tax provider to calculate taxes. I have a customization on the Sales Order screen. I have written logic in ‘Remove Hold’ action. As per core Acumatica implementation Remove Hold execution results in executing Persist() method and that ultimately initiates the external Tax Provider, which re-calculates taxes.But I do not want this to happen. So when my custom code executes on Remove Hold the external Tax Plugin Provider should not execute and re-calculate taxes and remains as it is.Is there a way to achieve this, can you please let me know the best possible way to achieve this. Thank you in advance! 

How can you default the Business Account Class for BA’s that are created automatically when you create a new customer?  We have the default setting from customer  management preferences and that works great for BA’s that we create as a business account and then extend to a customer.  But…  if we create a customer, the automatically created BA does not default a business account class.  I couldn’t find any AR preferences for the Business Account class.  

According to Avalara's documentation, all ERPs must have an option to disable document recording so that, when an invoice is released, it doesn't get added as a transaction in Avalara. Does anyone know how to engage this feature in Acumatica?https://developer.avalara.com/erp-integration-guide/sales-tax-badge/design-document-workflow/option-to-disable-document-recording/ Background:I’m importing orders from my online store which is integrated with Avalara. Some orders are paid for in the store and some are invoiced for in Acumatica, so it simplifies things to let the store record the document in Avalara. When I import the orders, I need the sales tax to match what was charged. The best solution to this I can think of is to have Avalara just do another calculation for imported orders but to not create a transaction in Avalara at the invoicing stage as that would duplicate our tax liability.I also tried creating a tax zone that allows for tax to be added manually. There are 2 issues I’ve

Has anyone experienced decreased overall operational speed with a large data set of >500 SKUs (i.e., is there inverse relationship between operational speed and SKU quantity in a system)?Thanks.

Has anyone tried to find inventory items that are duplicated but not exactly - i.e. “soft” matches?We have many items and many of them are redundant. The records represent the same  item but the key is not exactly duplicated, of course. We need to set some parameters like similar  or identical descriptions, matching Item Type, Class, Price, etc. The idea  is to find near-duplicates and present them on a page to be reviewed and updated/inactivatedIf someone has already built this or a similar query some help and ideas would be appreciated! 

When upgraded last year to 2022R2, we found a new Side Panel in the SO screen show up to view Invoice & Memos of the customer that you are working with in the SO, but it constantly spins and never opens.  Tested in our sandbox as well, with no customizations applied, and it doesn’t work there either.If you try to view the Action in Customization Project Editor it won’t even let you open the Properties of the Action--it’s just blank (see screen shot).  Is this just a corrupted feature?  Anyone else seen this, or more importantly found a resolution? 

Does anyone have experience in moving from LIFO to Average costing as part of an Acumatica implementation? I’m working with a client who is going through this process and looking for some insights and best practices.

I have a customer who wants to see a report or inquiry on stock item usage over time.I don’t see a canned report/inquiry and I could create one, but I thought I would ask the group if they know of one before going down that path.Thanks!

We are receiving the following error when trying to change warehouse location on an order that contains a non-stock kit with stock items.  We have warehouse locations turned off.  Is anyone else having this issue? IN Error: Failed to process Component '70001 ' when processing kit '10001 '. An error occurred during processing of the field Location value MAIN Error: Location 'MAIN ' cannot be found in the system.  

Are there any character limits to warehouse and warehouse location names? Ie. length and special characters like dashes?ex. Warehouse-Bulk-Fuel

Hello, I am trying to set up physical inventory counts but I am not seeing all of the generation methods as shown in online tutorials. How do I add? I only have Full Physical Inventory as an option on my end.