Distribution

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?    

Can the Customer Portal be configured so the Customer can input  a few fields of data about specific products the customer purchased?  

Is there an option for promise date for in-transit items like we have with purchase orders. The only date option I see there is expiration date. I’m trying to keep track of when inventory will be available for customer purchase in our reports, but I’m struggling with in-transit items/transfer orders. 

Hi All, I am trying to add a Selector column onto the Location Selector that will show the Base UOM of the Item: For the Inventory ID itself it is pretty straight forward:Yet, when I follow the same logic for the Location, it reduces the Selector to Location ID and Description rather than adding the Base UOM. I tried it with InventoryItem and INTran UOM.Any guidance on how I can accomplish this?I am just not sure what the steps would be to add the UOM onto a Selector field where the Primary DAC is not really related to the Inventory ID. Yet, QTY on Hand shows up, so there has be some relation to the Inventory ID we could utilize?Any help or ideas are appreciated!

Hi,Recently I get acquainted with fields cash account and payment method while creating BillI discovered that in Acumatica cash account and payment method are linked and have their own logic, that does not allow to create cash account with unsuitable payment method and vice versa.My aim is to verify that cash account and payment method are valid. I started searching and found PaymentMethod entity in endpoint However, I cant found Cash Account entity here. I can open only cash account screen My question is : how cash account and payment method are linked ? For example : I need to create bill, I can do GET request to PaymentMethod and retrieve paymentMethod, but how to get valid cash account ?I know that I can check available cash account in Payment Method tab But I need to automatize it. How can I get available cash account for specific Payment method by request ?Thanks

Is it possible to convert a Quote to a Blanket Sales Order? 

I had stumbled upon an Inquiry screen that allowed me to Preview and Export to Excel ALL InventoryItems and their respective field values including Attributes. I am struggling to find that Inquiry. The output Excel filename began with Preview - InventoryItem Inventory Item then the export date.Looking for help finding such a standard Acumatica Inquiry screen.Thank you,-Don Green

Is it possible on a per shipment basis using the standard Fedex plugin to specify that signature is or is not required. We know how to setup the Carrier so that the Service dictates whether signature is required or it is ALWAYS required or not required but it would be nice to dynamically specify that per shipment or per customer. Additionally, Big Commerce supports the ability to specify special shipping instructions, these do not currently integrate to Acumatica and there is also no location to even manually enter those so that they would be included on the shipment. Sending special delivery instructions would be a great feature. 

The “Sold Since Functionality of Inventory Lookup in Sales Orders” seems doesn’t work properly. Any idea how to fix it?(In addition, sometimes the date picker is visible and some times It doesn’t).Used Acumatica version - 22R1Used data set - I100Relevant snaps are attached below:when All items radio button is selectedwhen Sold Since radio button is selected 

Hi Acumatica Community,Seeking your assistance with my concern,Currently the Stock Items Conversion is set up to 6 decimal place. In the Companies Screen, I already change this into 3 decimal place in which I wanted to appear.But it is still the same.. (no effect)Do you have any suggestion for my concern?Thank you!