Distribution

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

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?