Distribution

Looking for a report or GI that would show available inventory for components of a kit. I can’t seem to locate anything like that but it sounds familiar.  Am I missing something or does this not exist? Original question from client: I want a report that shows my available inventory on hand for all the components in a kit, all on one report. 

Ill get straight to the point with an example. (Totally made up for simplistic purposes.) Somebody orders ten 6 packs of Peeps. They are $5. Order total $50.We charge them $50. But we are out of 6 packs, so at no extra charge, we send them ten 8 packs.  We process the order as the 6 packs they ordered, But we want to keep the 6 packs at 0 in inventory, and deduct 10 from the  8 packs. Is there a simple way to handle this?

Is it possible to set a default warehouse only for transfer order?We knew their location configuration at the warehouse level. Looking to see if there is a way to set a default location only in case of transfer orders.  

Hi Everyone,Can I make an automation schedule for the Prepare and Process of Base Sales Price entity? I can’t find it in Automation Schedule screen in Acumatica.Thanks in advance.

Hello,       We are using “shipping terms” to charge some specific customer handling fee of 2% of item sold.     Normally, it would be fine. But this Invoice amount would contain “non-stock or service” item, which should not be charged.      How can we just count the  freight price based on ONLY sotkc items?

Hi Everyone.  W are looking to enable the Acumatica physical inventory module in our company.  It seems that the inventory selected to be counted will be locked in the system during the process and we typically count during our operating hours.  I wonder how others have dealt with this issue.  Any feedback or experience you may have with this module would be appreciated

We have multiple locations that we ship to for one customer, and this customer has three different UPS collect account numbers.  How do we set that up in Acumatica so it works with EasyPost? Thanks,Frances Pantelidakis  

Facing an error While creating a purchase requisition,can’t able to add creator but we hired employee . how to resolve it ?

Hello to all, I have the pleasure of joining on with a company utilizing Acumatica*. We are very much in the beginning stages of setting up and creating part numbers with designated vendors and just like myself we are new to this process and system. My question here being, using Acumatica is there  a way to register each individual part number a purchasing group or MRP controller much like SAP to better maintain material requirements. 

My client needs to be able to issue a refund to their customers before the product is received back in.  We were trying to use an RC order type and on the general screen you can select a box to “allow refund before return”.  Has anyone been able to get this to work.  The prepare invoice selection is still grayed out and we can only get the credit memo issued once we complete the return.  They need to track when the product is returned and it is serialized product but they want to issue the credit before the product is returned.  If anyone has successfully setup this workflow can you let me know how you did it?Thanks, 

When entering a PO or vendor invoice, I would like to use the Alternate ID that is referenced below. I was under the assumption that this was possible, but when trying it out I receive ‘No Results’ when typing OW092 in the inventory ID. Any thoughts would be appreciated!  Jenny  

I am trying to convert an attribute on the customer record to a doublewhen it appears on a GI so that the data can be sorted with it. I have tried using the formula editor and using the convert formulas, but the don’t seem to work. I get an error saying “Error: The virtual field SALES2020_Attributes cannot be used in a condition expression.”, SALES2020_Attributes being the name of the text attribute. This is what the formula looks like in the formula editor: Any help would be appreciated! 

When I enter a PO for a vendor and add a detail line for a stock item, the cost for that item is brought in from somewhere.  I thought it was from Vendor Inventory, but if I go there and select an item and click the Price/Cost tab, it will allow me to edit and save Last Cost but when I create a new PO that price change is not reflected.  Where is a PO taking its default costs from, and how can I change it?  Thanks.

Hi Acumatica Support,As per checking the audit history is not available in the Vendor Access and Customer Access screen in Row Level Security. Is there a way to set a trail in this screen?Thanks!

Good day,I am having little trouble getting the Unit Cost function to work.  Can someone direct me to the security access area.  Or is something else.  It doesnot allow me to put a pending cost and data.  I have a number stock items that need updating.Thank you@Evan G  

Hi everyone,I was wondering if anyone knows of a way to keep the Sales Order status ‘Open’ after creating shipment?We use either create shipment, or quick process, to create shipment, confirm shipment, and print shipping confirmation - But want to go back and update details on the SO such as price and CustomerOrderNbr after the order has shipped.TY in advance!

Am I just missing it, or is there no way to add Premium Freight to an SO in the mobile app?  I’ve looked everywhere but can’t find it, which seems like a strange omission. If not, does anyone have a customization for mobile that adds it?

Hello: How Can I remove this line, that was created by error: Thank you  

I’m looking to see if there are any updates to a standard type PO when I create a normal PO and associate them but it looks like nothing happens to the standard one. The only reference I see is on the normal PO. I was thinking it might keep track of qtys similar to a blanket but looks like a standard is just a template and can be either be open or close. Anyone have different thoughts?

The user is confirming the shipments automatically upon the write-back after shipping in StarShip and they would like the Shipment Confirmation to print at that point.I need to print the Shipment Confirmation form (via Device Hub if needed) when the Shipment status changes to Confirmed.Thanks

How to remove default warehouse and Location field data for the Stock Items by using import Scenario

What is the best way to handle an item that is being discontinued but would like to cross reference to a different item for sales orders. Would “Related Items” be the only way to handle this or is there a difference way? Using Related Items doesn’t seem to work if the item is set to “inactive”. Thanks,Justin  

In the Sales Manager Dashboard there is a “YTD Sales vs Quota” box.  Where do we input "Quotas"?  And the YTD sales is blank.  Can someone direct me where to input the Quotas and how to get the YTD sales to show up?   Also, the Key Customer Growth box is also blank.  Where do we input data or make selections so we can use this display? Thank you for your help.   

Hi,We have a below query from a prospect regarding the sales. how we can handle it in MYOB Advanced/Acumatica.After selling a vehicle (stock item) to customer, there might be some extra costs (such as fitting in spare parts for customers) on company cost,  then how can we apply these extra costs on that vehicle already sold, so that we can see how much is the total sales cost for that vehicle? Thanks. 

I configured out clients Easypost account and was able to easily add nearly all the UPS services I need EXCEPT for Worldwide services.I checked on Easyposts’ site and they do support them but they don't show up in my available services. What am I doing wrong?