Distribution

We have a purchase order work flow issue.  When a sales representative puts an item not in stock on a sales order, (and the items does not have a replenishment set), the item is set to back order.  Our buyers do not know to order that item when the buyers are placing purchase orders.  And the backordered item does not get ordered.  Can Acumatica automatically put these backordered items an a Purchase Order?  If not, how can Acumatica show us we need to put these backordered items on a Purchase Order? 

We have two item classes, REG and FTCCDevice.  REG belongs to Branch 1 with a specific set of GL Accounts and Subaccounts (via Posting Class) and FTCCDevice belongs to Branch 4 with a different set of GL Accounts and Subaccounts (via Posting Class).  The branch assignment is defined on the Warehouse.  Is there way to make this work without having to set up a warehouse for each item class?

I apologize if this is a duplicate- I tried finding if this topic already existed- if so, please redirect me. However, is it possible to fulfill a sales order by doing an over the counter and a drop ship under the same order? When I do sales order- it assigns shipping labels to all of the items, however, if I do over the counter, I don’t get shipping functionality. Much like the ability to split shipments by date, I need to be able to split it by “Ship Via”.This might even be canned functionality that I don’t know about. I’m a little newer to the order processing side of the system. Any ideas would be great!

hi,In opportunity we have one custom field in Detail level That field should be always editable in any stage of opportunityi have written in row selected event to get enable that field but its not working can u pls help me with the Suggestions how to implement this21R221.217.0035 

My custom order entry program has a Customer ID field.  The Edit Icon shows the list of customers and allows selection of a customer.  If the customer does not exist and the customer ID field is empty the Edit Icon will not popup the New Record screen.Screen Properties are set to true for AllowAddNew and AllowEdit.  AllowAddNew is not working. Is there something that has to be set on the Customer side to allow add new from my Custom program?

We have a Shipment that we had a picklist generated for. The Picker did NOT pick the item in question. The Shipment however shows it as being shipped out. Why? And how do I prevent this going forward?  Any help would be greatly appreciated! Thanks!

How Could we handle this situation ?   We have some Kits with customization like (Fabrication Stage), but there are someones that are Cancelled.We can not Close the IN Module (01-2023} because for the system are not :released and it’s correct, but it won’t be.So we have to update the Post Period fotr Feb-2023 to let us close 01-2023.But we need a solution to fix this beacuse it will increase an we can not update month by month. Any help will be great, thanks. 

How do we get a signature on a PO, based on who the buyer is at Britton when sending PO to vendor?

Why does the Mass Action “Create Shipment” give the error message: The selected action is disabled for this record? If I drill down into the sales order, I can create the shipment from the Sales Order screen, but not from the generic inquiry with the mass action enabled.  

Hi,Actually the Issue’screen is pull the Unit Cost from “Item Warehouse Detail” ( Last Cost)But we will like to pull by Lot/Serial not by Warehouse.Pls, your help    

99.99% sure this is not do-able in standard Acumatica, but wanted to run it past the community.Stock items in inventory have a serial number.Would prefer to be able to create shipments via the Process Orders screen with the “create shipment” action.I’m not missing anything am I?  You simply cannot do this as you need to manually ship and select the appropriate serial number from inventory to ship.Thanks!

Hi,  Is there a process that will update the picking location on a shipment after doing physical inventory?Example, we sell item EGI123 and it’s located in location “A”.A shipment is created and the picking location is “A”.After doing a physical inventory count we find that it’s actually in location “B” and we update accordingly using the physical inventory process. We now need the picking location on the picking sheet to be updated to “B” so the pickers can find it.

We have a client that allows employees to requisition items from the company stores (inventory).  The transaction is not a purchase requisition as the company already has the inventory on-hand.  The Stores Manager receives the requisitions and processes them through a reserve/pick/pack/ship process that delivers the requested goods to the requesting employee and then closes the requisition.  Does anyone know of such a process that exists in their IP inventory or anything like it on the Market Place?  I’ve looked and all I can find are items relating to Purchase Requisitions and this requirement is not that. 

Hello, What Do I need setup to show next screen:Best regards and thank you  

Hello, need help in Production Jobs created from Sales Order.Once the Job is completed, serial number is auto allocated in Line Details (allocations) in Sales Order screen, how we can avoid auto allocation of serial number when job is completed. Do we have any configuration level setting to do this. We are in 2022 R1,Build 22.109.0023

Is there a best practice guide to loading on-hand inventory for go-live?  Some items maybe serialized. 

I have an open shipment, but when I go to Show Pick List then hit delete pick list, I get an abort error: Unable to reset abort because no abort was requested. Trace Log Says:  Thoughts on what’s amiss here? The Pick list has a status of PICKED, but I didn’t think that would block us or anything since the Shipment isn’t confirmed.Version:Acumatica 2022 R1Build 22.107.0022

Hi, im a new user to Acumatica, we just started using 1st of january 2023, previously we were using SAP B1. I have some question and hope that maybe some one out there can help answer:is there any standard feature in acumatica that will warn or let us know a particular stock is not available while we trying to create a sales order? i noticed that the status is not link between opportunies, sales quotes and sales order. (correct me if im wrong), eg: when i create a sales order from a sales quotes, supposed the sales quote status should be change to converted automatically, but it does not change. instead we need to go sales quote to manually change the status by selecting “mark as converted”. am i missing any steps here or what is the logic behind the design of this sequence? regards,Robert from Malaysia

I have added the action in the inquiry but it doesn’t work.I even checked the access rights...I’m connected with the administrator profil...The Copy/paste and add button doesn’t displayed Help please.. ) !

Hi all,Whenever I try to modify a role access right (in this case for remove credit hold under sales orders), it reverts back to ‘inherited’ when I save it. What am I doing wrong?Thanks  

Hi,Can u pls help me with the Custom button which are written for Invoice and Memos Screen but it also displays in Invoice Screen  

When I am trying to release the purchase receipt, the vendor reference number is not populating, and I am also facing the following error when releasing the purchase receipt: "Vendor reference number cannot be empty." I am using the 22R1 22.113.0040 version. 

Hi Everyone Create a sales quote and approval email triggered to respective employee. As soon the documents is sent for approval the email triggered.Sales quote is approved User edit the sales quote and sent again for approval, Now the email is not triggered again.Any suggestion how to get an email alert when user requested approval for the edits.Thanks

A2022 R2Would like to setup a Discount code that only applies for the first 10 qty.  Our goal is if order was for 11,  Line Price = $110 ( = 11 * $10 )Discount = $50.   (10 * $10 * 50%)  I can setup the Discount qty Break point for zero to 10 at 50%.Discount 11 to 100 at 0%, but when entering an order for 10 or below it worksbut enter greater than 11, the discount is zero.  Any ideas?Or we could enter the Discount Qty on the Discount Tab,  but that field is non editable.  

I have this item which shows a minimum order quantity of 0, but it should show 250.Here is stock items vendor tab:Here is item warehouse details:Not sure why I’m missing.