Distribution

The second week of March we upgraded from 21R1 to 22R1.  Immediately after the upgrade all of our incoming emails related to purchase orders started failing processing with this error: CR Error: Unable to create new case. Business Account is Vendor. Following the hint of the error message, I created customer accounts for a couple vendors.  While this makes the error go away, these messages are now turned into Cases instead of being attached to the related entity. This seems to only be an issue for purchase orders.  Our incoming sales order emails are attaching activities normally.  Originally I thought it was because those emails come from Customers and not Vendors.  However, at the end of this message I’ll go over some of the testing I did before posting here.  The results suggest this is more than just a vendor/customer issue. Prior to the upgrade, we had a total of 20 incoming purchase order email messages fail for some reason or another.  Now, they're all failing until I create a c

 How do you verify whether an automation schedule to prepare and email statements is working?

I want to create a approval step on the SO screen if the requested on date is modified.

Hi, I need to disable all the notes and files in every single form. I could not find this in Access control level and How could I facilitate this? I referred those two links.  https://community.acumatica.com/develop-customizations-288/prevent-updates-of-notes-and-files-if-the-transactions-are-in-released-status-conditionally-13791https://stackoverflow.com/questions/35664927/prevent-update-of-note-files-on-disabled-views Could we make a import scenario and make the updates? or Is this a customization? RegardsNethupul   

I stock an item, generally sell ten units a month. I have a one-time sale for a customer who buys 100, but I don’t want this sale to impact my moving monthly average.Is there a way to mark the transaction for this purpose?

Our setup seems to limit printing a sales order if the account is on hold. Is there a way to change this so we can still print the sales order but not approve it yet?

Hi, I need to have a capability to show how many times the customer has exceeded their credit terms (late payment based on credit terms). Do anyone have any idea how to achieve this?Any help would be highly appreciated.  

Good dayI have a scenario where I created one sales order with multiple lines and the stock is coming from multiple warehouse as per the screenshot below, where I am picking stock from 3 different warehouse  I have seen that Acumatica forces me to create a single shipment per warehouse, thus three shipments from one order , creating too many documents I do not need, yet I just need one shipment and a single shipment CONFIRMATION (MY Delivery note).Is it possible to create one shipment from a sales order with multiple line items from different warehouses? How best can I manage such a situation?

Hi,Version :22.204.0019 I am unable to display all report data on pdf .pdf showing only 2 pages. I have all pages report data in Pdfcan anyone help me for this issue?

Hello Everyone,I am playing around with various costing method scenarios in right now. Let’s say I enter a PO for 10 of an item at $100. This item is costed at FIFO. Let’s say the accompanying AP Bill is for $120. I understand there will be $20 going to PPV and $20 going to Purchase Accruals. The cost of the item stays at $10/unit even though the bill was for $120. Is there anyway to retroactively update that item’s cost to $12/unit for this PO/Receipt?   If anyone has suggestions or ideas that would be great. Maybe there is an industry standard.Thanks

when i put the inventory id in the details tab of the sales order form, i get the following error " inventory of inventory id does not exist in the system". so i am unable to process the new sales order.

Hello, My company has a generic inquiry they use to show when items will go on back order at the line item by using this comparison in the conditions tab of the generic inquiry.So we are wanting to see items where the quantity available is less than the quantity ordered. Simple enough. However, the QtyAvail from the InSiteStatus table seems to be subtracting the qty from the order quantity first, then making the comparison. Therefore, we are seeing items on this GI where they may be 400 available and 300 ordered. But the “Qty Avail” in the GI is saying 100 available, because it already pulled the 300 for that order. So it is showing that order on the report, even though that one is good.  Any ideas on how to fix this, or maybe another better way to show items that are going to be put on Back Order?  Thanks!

Hello,How do I delete or cancel an item on a Request in Purchases? I click the “cancelled” check box and it still shows up in selection for a requisition.    

How has anyone set up box barcodes in Acumatica for shipping? When using the mobile app, it asks you to scan the box when you pack. You can simply type in the box code such as A but the client would like to scan the label for the box. Any thoughts or suggestions?

Our company often receives one line on a PO across multiple deliveries, requiring multiple Purchase Receipts to complete the line.We would like to ease the AP workflow by using ‘Automatically create AP bills’, but we have found that Acumatica only allows one (unreleased) AP Bill for each PR. Our accountant has to manually find each purchase receipt, click ‘Create AP bill’, release the AP Bill, then move on to the next PR. For hundreds of PRs, this becomes rather tedious.Is there any setting to enable the creation of AP Bills from each PR one-to-one without having to release the AP bills beforehand?Preferably, AP bills would be automatically created each time Logistics releases the PR, then Accounts just needs to batch release using Release AP process. 

How do I find the last Date an item was physically counted in the system?For example:Item A was counted last on March 10th Item B was counted on February 14thIs there an inquiry like this? If not, does anyone know what data table would hold this information so I can make an inquiry? Thanks Everyone!

One of my clients sells magazines. Historically their item MAGAZINESKU was purchased as a finished good from a single vendor who produced the entire item. Now, however, the magazine is being produced by two vendors. One produces the covers (COVERSKU) and the other produces the inside pages (INSIDESKU). These are still sold as the MAGAZINESKU item. What is the best way to go about purchasing COVERSKU and INSIDESKU then assembling them to create the finished good of MAGAZINESKU in inventory?If I was starting from a blank slate, this seems like a clear Stock Kit with Kit Assembly. However, MAGAZINESKU already exists as a Finished Good and it is NOT already setup as a KIT. I do not believe I can simply convert it to a kit. Acumatica Cloud ERP 2022 R1Build 22.114.0029 Distribution EditionThanks, David

Is there any way to Auto allocate/reserve quantity for sales orders in line details?

I’m sending a Sales Order with Pre-Authorized Payment thru REST API in Acumatica. This works perfect in my local Acumatica instance. However, I can’t get it worked when switching to Acumatica.com and I’m getting this error “The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.”. It works well when I remove the payment details. { "BillToAddress": { "AddressLine1": { "value": "3153 Doctors Drive" }, "AddressLine2": { "value": "" }, "City": { "value": "Los Angeles" }, "Country": { "value": "US" }, "PostalCode": { "value": "90017" }, "State": { "value": "CA" }, "custom": {} }, "BillToAddressOverride": { "value": false }, "BillToContact": { "Attention": { "value": "Mr." }, "BusinessName": { "value": "Gregory Luton" }, "Email": { "value": "gluton@hotmeal.com" }, "Phone1": { "value": "(310) 341-3975" }, "

Does anyone have a solution for customer loyalty/rewards in Acumatica? I know it is not out of the box functionality. What are some options you have found?

I was able to set up 7 email accounts successfully.. but have 4 more to do and this is the error i keep getting: The mail send has failed.535 5.7.3 Authentication unsuccessful [BL0PR0102CA0020.prod.exchangelabs.com]I use the same exact settings as the ones that did work but it still fails. HELP! I am so lost as to why this wont work.  

Version-21.217.0035Hi,am trying to make vendor field always enablei tried by adding workflow to the package and also programmatically written row selected event to make enable 

hi expert.I have problem in below image. I custom warning if value field Weight and Volume negative, when I type 0.000000 → show warning → recent value field Weight in screen = 0.00100 (old value). I dont want refresh value this field. ( recent value field Weight in screen = 0.000000).Can you help me?Thank you so much. 

We are having a workflow issue we need help with.  Our warehouses are in Alaska.  Our inventory vendors are in the lower 48 states and send inventory invoices weeks before we receive the inventory in Alaska.  For planning purposes, we want to get these invoices into our Acumatica system before the inventory arrives.  How can we achieve this goal?  What workflow can we adopt?   Now we are reverting back to Excel spreadsheets and other pre-ERP solutions. Your help is greatly appreciated. 

Anyone know how Easypost would work if I’m only shipping Collect using my customer’s account information.  We have a client that has 250 clients and 90% of the orders shipped use UPS Collect and utilize their CUSTOMER’S UPS account number.  Can I setup them in Easypost easily?  We haven’t done that before.  Anyone has any best insights that would be awesome.