Inventory, Orders Management, Warehouse Operations
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I am trying to configure the create and authorize process for our client but cannot get it to pick up credit card payments.From what I read and currently understand, I can use the Create and Authorize function in the Process Orders to look at all orders I want to ship and get a credit card pre-authorization.Client business process:The company will create products that are pre-sold up to 3 months before delivery. The same sales order may have multiple lines with different promise dates. When the product is ready to ship, the company will get a pre-authorizations to know what shipments should be created. The card will be charged once the shipment is confirmed.Configuration and issue:I set up a client with visatok as the payment method in the demo system. I entered a sales order for an in stock item with 2 lines. One had today's date and the other one had a future date. I used the create and authorize from the process order.Nothing showed up in the create and authorize screen. To validate
I have the outlook integration working properly but I don’t know which site I am linked to. (I have multiple dev sites that I would need to work with). How do I know to which site am I linked to and is it possible to change from one site to another?Thanks
I have setup an email account for sending from Acumatica. When I send an email, for example using the email form attached to the Sales Order print feature, the email is not sent immediately. If I go to Send and Receive Email and “Process All”, it sends the email. What am I missing here in terms of setup, to get the system to send email as soon as the email is submitted to the system to be sent?
At the Summit, an integration with Amazon Business accounts was shown whereby an order placed on Amazon would be pulled down into Acumatica for approval. Once approved, Amazon would be sent a message to pick and complete the order. What is the status of this? Is it still planned?
Hello, we need help in recording Audit History when doing direct DB Updates, for some reason we are doing direct DB Updates to one screen, the data is updating correctly but that is not getting recorded in Audit history, do we have any other way to record audit history even if we are doing direct DB Updates. PXDatabase.Update<TableName>((PXDataFieldParam)new PXDataFieldAssign(“FieldName”, “FieldValue”),(PXDataFieldParam)new PXDataFieldRestrict("TableId", TableId));
Does anyone have an inventory usage/inventory aging report xml that they could attach? I’ve been trying to create one with a GI but having trouble getting it to work correctly.Thanks for the help!
Hello Everyone, Is there a way we can specify the period for the Inventory Balance report? Thank you. Kind regards,mrivera67
When we tried to upload the file to the Document Detail tab under the sales order entry window, it only uploaded up to 1000 items. So is that the maximum line item we can enter in any single sales order entry? And do we have any alternatives that we can exceed 1000 line item in one single order? Sometimes we have a large order that might have thousand and thousand of BOM (Bill of Material).. In addition, we experienced tremendous of slowness when the sales order has reached about 1000 line items. For example, it might take us 3 minutes to update the pricing for one single line item or just change the characters of the stock item description.. it really create a bottleneck for our operation efficiency.
Hi:Does the stock item status have a predefined workflow? I couldn’t find one. If not, can I create a custom workflow from scratch for it.?I could not find any information about the visual workflow editor in the help guides. Please help.Thanks.
Does anyone know what this is or how to fix it?“Multiple controls with the same ID 'dt1000246' were found. FindControl requires that controls have unique IDs.”
It’s important for a number of clients to get confirming of price and delivery from the vendor and not allow receipt of goods with confirming the PO. Manually you could keep the PO on hold or add something to the workflow. Does anyone know of a way to “force” the vendor to confirm the PO perhaps some integration to DocuSign or Adobe sign that could communicate back the customer that the vendor has received and confirmed the PO. The vendor of course could offer a different price and/or delivery,
After setting new prices for template items in the vendor price worksheet, the vendor price for the variants of the template item will not get updated. I can’t figure out if this is a bug or a feature.
About: We would like to gather your feedback regarding our credit card authorization and re-authorization process. This is important for commerce and distribution companies which process special orders or take orders with a long lead time before the order is shipped.In this focus group we will:Providing a short demo of credit card authorizations and how it works today Discuss how to manage expiring authorizationsAudience: Customers and partners who need this feature or have knowledge of workflows and how it can be delivered.Date/Time: Dec 16 @ 8:00 a.m. PDT / 11:00 a.m. EDTRegistration: https://webinar.ringcentral.com/webinar/register/WN_ExcQopQXSO6qE_bAsksWQg
Hi all,We are looking to use the shipment confirmation form as a pseudo Bill of Lading as a way to notify both parties of a transfer that has been created. Standard form has Ship To location but there is no ship from or Shipper address information. Since there is a from warehouse listed I am assuming I can edit the report (and tables) to query the ship from address off the warehouse location. But I don’t know what tables and relations I would need to create this. Any ideas?
I don’t think this has been said before but I wanted to ask here just in case…We have a extensive warehouse and we are planning on doing an inventory run sometime soon. We have just upgraded to 2021 R2. And we are using handheld scanners for the first time instead of physical sheets.When doing a physical count, is there anyway to see what logged in user on the handheld scanned which item? We don't seem to see a way to do that. When you select the confirm button, it confirms the whole PI number and selects all items within the PI List from ‘Not counted’ to ‘counted’. Thus we are losing visibility to what we are missing as items not counted yet will show a qty of 0. Is there a way to ‘Update’ what was already scanned and confirm single items were counted?
Hello, Is there a way to fulfill my need below.Let’s say, for Item A, we left 200 cases in stock, so We’d like to go on promotion for the 200 cases only, because during the selling time, we might do purchase and receipt. So I’d like the promotion price only apply to the 200 cases. So the ideal scenario shall be $10 promotional prices would fill in orders allocating the 200 cases, after the 200 cases be sold out, $15 （which is the normal price） would be filled in. Note: For business requirement, we must use the same Inventory ID.
When I go to “Print Sales Order”, and then go to the Email option to choose a contact for the To: address, the default is to search the global list of contacts. Shouldn’t the chosen Contact for the Sales Order be pre-populated? And also, shouldn’t the short list be the Contacts attached to that Customer, as opposed to searching the entire Contact database?
Hello Everyone,We have a requirement to enable the approval workflow for the Bills and Adjustments screen. Credit/Debit adjustment or Prepayment should not be approved by created by user and it should be approved by only user from specific workgroup.
Hello, We previously maintain our sales price manually. Although we can leverage the sales price worksheet. But it is mainly manually. Currently , we are short of staff. So we are seeking a way to see if this is possible.Like: After Purchase receipt/bill be released, the receipt item’s avg cost are changed. so accordingly, the sales price changed consequently as the cost changed. Is this function out of box? Please advise.
