Distribution

I set price in price worksheet of acumatica. It’s working properly. But when I am running process a week or more a week, the price go wrong. After I restart IIS in server, it’s back to normal price. Please advice me 

Hello,This approval works.  Only the user specified can approve the sales order directly on the sales order screen.  However, the pending approval is not coming up in the Approvals screen for the user. Any thoughts on this? 

Is there any setting or upcoming feature that will allow our customer to only pre-authorize the credit card for the amount being shipped when using the Create and Authorize process screen?I saw a pay by line option on the customer record but that did not seem to alter the pre-authorized amount, it always captures the whole sales order.Our client processes an incredible amount of SOs daily, many of which have back ordered items. Their clients are upset that their credit is tied up by pre-authorizations for the whole order, especially when some of the orders had shipments that were future dated.I know the pre-authorization falls off after a few days but their clients are still upset.

A customer is using the kit assembly with multi-evel kits. So to create a kit the sub-kits need to be created before.Is there any automation possible like the automated (or half-automated) creation of the sub-kits in the process of creating a kit?Do you know any customer doing the same?Any ideas?I am grateful for any advice. 

Hi,  Where are the settings to allow a role/user to edit the value of an item attribute? 

We are not using WMS (yet).  How do you handle shipping pallets and pallet costs?  We have a mix of stock items that are finished goods and BOM-based goods so doing fixed overheads I don’t think would work. We have 7 different pallet sizes we have as stock items since we track inventory on them, cost and if we charge the customer for it.  We also have mixed item pallets so while we know item X is 60 to a pallet, Adding Item A, B, C, D and E may not be 60 to a pallet any more due to variations in size of the box, etc.  With our current system we have 1 stock item pallet.  The sales person enters the sales order, adds the stock items and if we charge for the pallet they enter a price.  When the warehouse picks/ships the order they add the pallet item to the sales order at $0 (unless sales person added it already with a price) and the quantity of pallets used.  That follows through to the invoice and shows the pallet quantity and how much they were charged (if anything). With Acumatica we

Dear Connections,I have a question about paperless picking because I am now unable to finish it even if the picking volume is smaller than the shipment volume.In some circumstances, the shipment quantity can be "10." Actually, I have the necessary (Oh-hand =10 Qty) shipping quantity in my warehouse. Unfortunately, "2" pieces were broken. In order for me to choose only "8" quantity. As of right now, the process was interrupted at the picking level. The "complete line level" option that mobile apps have does not help me finish my selection procedure.Can anyone offer advice? Thank You RegardsRam 

Hello Community,I have been trying to let the system recalculate the values upon Currency Overriding in the Invoices & Memos (AR301000) form. Here, when I override the value from USD to KHR, the Detail Total doesn’t get calculated. Would like to know if I am missing out here something. Kindly guide me.Thanks in Advance.​​​​​​​

HiWe have very strict controls in place around purchasing, and have realised that users can receipt lines that do not come from a PO (direct purchase receipts).  How do we prevent this, is there a switch that we can switch off to prevent it, or is our only option to remove the “+” off the line using roles?

Good Morning all,   we are in the beginning stages of Acumatica; my question here is on the process to send out a PO to the supplier/vendor.We are currently having to -create a PO   approval process  when fully approved we manually print our PO manually send it to supplier/vendor  and finally manually maintain confirmations to track order. is there a way like other ERP systems to have Acumatica auto generate and auto send PO to email on file? if anyone can provide literature or details on this. 

On a Sales Order, I am able to set an item as mark for PO and create a drop ship PO that is linked to the SO line. Am I able to go backwards - create a drop ship PO (manually, not through the SO) and then link back to the SO? 

I have a created an assignment map for Purchase Requests and assigned it to the Purchase Requisition preferences. No matter how I configure it when I create a request it doesn’t assign it to the workgroup. I can see other areas where Assignment maps are used require a a process to be run to assign the owner and workgroups. . For example, Cases, Contacts, and Opportunities. No such process exists for assigning requests. Any idea on how I can get this to work? 

Good Day, I am just a newbie here. Can someone explain to me what this error message means?I am trying to check the “Release LC IN adjustment automatically” but every time I am trying to save it this error appears.  

Hi ,Version -22R1Added one Custom Ware house Selector Client wants to Change the Custom Selector of Warehouse When he changed the Selector Value According to the value in the Detail level three fields data has to change   Tried Modified data view using delegate but it is not affecting and tried writing code in Row Selected event then also it is not working please suggest me with the Solution         INReplenishmentFilterExt ext = filter.GetExtension<INReplenishmentFilterExt>();        if (filter.ReplenishmentSiteID != ext.UsrPurchaseWarehouse)        {                foreach (INReplenishmentItem item in Base.Records.Select())            {                INReplenishmentItem Rep = PXSelectJoin<INReplenishmentItem, LeftJoin<INItemClass,                On<INReplenishmentItem.FK.ItemClass>>,        Where<INReplenishmentItem.siteID, Equal<Required<INReplenishmentItem.siteID>>,            And2<Where<                Current<INReplenishmentFilter.ite

When a user enters in a Customer, Vendor, Contact, Ship to Address, (anywhere where the zip code is part of the address);  the user would like to enter address line 1, zip code, and then have it auto populate the City, State and Country.  We are converting a client from Sage and they are showing how the process works.

Hello Everyone.I would like to understand the functionality of Avg cost in sales order I have reviewed the Stock Item Price cost and observed that avg cost is 256.85 but in My sales order when the SKU is selected it is showing 303.50Further, I verified and observed the avg cost value is coming from the inventory summary- Estimated cost columnJust want to understand why the estimated cost value is not updated on the avg cost details under that SKU or else do we have functional calculations on this?Any thoughts on this? Also, share the article if you have anything related to this. Notes: All receipts are released, No pending transactions for this item with the respective purchasing side

Can holdiays be blacked out when putting in an order so that we do not have a ship date of a date we are not in the office?  

Hello,  We had our ACM set up via a third party so have had little training on any sort of customisations.  How do we change the invoice layout they have created for us? We need to add our own bank details on there so customers can pay us! 

 We are currently working with a client who wants to configure a vendor-consigned workflow in Acumatica using the out-of-the-box functionality. However, we have encountered a challenge in setting up the workflow due to the accounting treatment of consigned inventory usage. When the vendor's consigned stock is consumed in a production order, the system creates a Journal Entry that hits the Cost of Goods Sold account. But when we subsequently bill the vendor for the inventory used, the Accounts Payable bill also hits an expense account, resulting in a double recording of the cost. Any suggestions on how to manage such a scenario in Acumatica. 

Hello,trying to add a document level discount to a SO Import Scenario where the SO could have multiple lines. Not sure exactly where to put the discount in order of operations, but i’ve been trying to follow the order of tabs in SO screen.   I have also tried to put the discount above the ‘line details’. In this example the SO will have 2 lines, and i’m getting following error on the 2nd row (this example puts the discount after the ‘line details’ are entered - see XML):  I have attached the XML for reference. Any help is appreciated!Cheers,k2​​​​​​​

Does anyone know how to make the Qty to Supply field in Prepare Replenishment round down?  Currently any decimal amounts for parts with a UOM of ‘EACH’ is round up to the nearest whole amount. We would like it to round down.  Is there a way to do this? 

After setting the Payables Price Settings to fixed for "0" months, I can still only see the last vendor purchase price that was used to purchase from a Vendor. On the Inventory Stock Item - again I can only see the last Inventory price that was processed by the system. Since by implication the preferences indicate that the vendor purchase prices are retained, please advise where the list of those retained prices are for dealing with a vendor (It cannot be in the stock transaction history, as that does not relate to the Vendor)?

I know how to create volume-based price breaks for individual items in the Sales Prices worksheet. However, it would be a lot more convenient if we could set volume-based price breaks at the item class level. For example, if the customer orders over 1000 lbs, then reduce the base price by 10%.Is it possible to do this in Acumatica?

We operate a wholesale business where all of our customers are assigned a discount level off of our list price.  Some customers also have customer specific prices on a few items that we have negotiated.  This was a simple structure to manage in quickbooks using pricing rules but seems to be very complex to set up in acumatica.  Wondering if anyone else has come up with a good way to make this work in acumatica.Our challenges:Utilizing Sales price worksheets we can set up a worksheet for each discount level using customer price classes.  We can also set up a customer specific worksheet for the special pricing some customers receive. Both of these function perfectly.  Our problem is that we add items on a daily basis and using the above method we will have to manually create a new price worksheet for every new item we create.  Utilizing Discount codes we can set up a discount code for each discount level and assign those to our customers however these discounts apply to everything includ