Inventory, Orders Management, Warehouse Operations
- 1,027 Topics
- 3,992 Replies
Credit Card Sales Order Fee
When a customer decides to pay using a credit card, we charge an additional 2.5%. Is there a way to increase item cost by 2.5% when payment type CC is selected? I see where we can offer cash discounts by days but not an increase by term type. If not, I plan to create a Non-Stock item “Credit Card Fee” where we can calculate the 2.5% manually and add it to the order.
How to round the qty when do automatically Replenishment?
Hello, I love the replenishment feature. But we always purchase whole cases from vendor, while sometimes the auto created PO by “Create Purchase Order” screen are in decimal cases, like 2.34, 1.34,11.88 cases, which is not proper to send to vendor directly? Is there a way I can round up the figure in Replenishment process? It looks like I can find a solution in below But is customization the only way to solve the issue?
2D Barcode being used in WMS
I am wondering if anyone is currently using 2D barcode for the items within Acumatica? I have a customer that is wanting to use 2D barcode labels and they are in the auto industry. What is being used for the 2D format by customers that are using Acumatica distribution or manufacturing.
How to resolve "order does not contain any items planned for shipment on"
I am creating orders from a mobile application when they are sent to Acumatica and I want to complete the Shipment I get this error message:order does not contain any items planned for shipment on.Is it some field that I am not sending? Best regards,
Available for Shipping but not showing on Shipment
Edit to Add: out of curiosity, I selected ‘Mark for Production’ and then deselected it and saved SO64 on Line 1. Line 1 now pulls to the shipment. This item has never been ‘mark for production’. Any idea why it would suddenly change? Inventory ID WS881830 shows as 16 available for shipping. SO64 has open quantity 16 and SO76 has open quantity 35. We are trying to ship SO64 but it is not pulling WS881830 onto the shipment even though it is showing as available. Allocation Details attached as well as a screenshot of SO64. Any ideas why this is happening? My only guess is that it has something to do with the allocation type but don’t know what drives those fields.
Safety Stock driven replenishment
Hi, I’m relatively new to Acumatica but far from new to ERP systems and implementations.I have created an item number. That Item can exist at three warehouses. Those warehouses have replenishment relationships defined with each other. I have set safety stock, order multiples, etc. at each location. I have set an inventory level at the main picking warehouse that is significantly below the safety stock. At this point, I would expect replenishment activity to be suggested to transfer stock from the next warehouse in the chain. This does not happen.I then increased the demand at the picking warehouse by adding a sales order, in case there was some requirement for a SO to trigger the replenishment. This also did not work.Hopefully, I am missing something really straightforward.Warehouses are PICK, BOX and OFF-SITE. What I want is for transfer orders to be suggested to bring stock in from BOX to PICK when there is SO demand or when safety stocks fall below the defined parameters. Likewise,
Import Scenario - Zip Code String
I have created an import scenario for orders, but the international orders will not import. How / what code do I need to use to allow the international zips to load (alpha numeric) and then to have Hong Kong default to 00000 (they don’t have a zip code) .This is what we are using now: =IIf(( Len([bill-postal-code])=4), ('0'+[bill-postal-code]),(Substring([bill-postal-code],0,5)))
Time Entry Cost Transactions
For the life of me, I cannot figure out why a time entry is not updating the Balances or Cost Budget tab of a project. I can see the transaction in Activity History. I’m using the TMR03 project and Jane Doe and booking billable time to the 301 JRCONS project task. I’ve tried with a time card and a time activity. Both show in Activity History but neither show in the Cost Budget. I’m using the November Sales Demo snapshot.
Allow/Disallow split inventory locations
We sell a large and varied catalog of items, a segment of which is rope sold by the foot - one issue we deal with is getting shipments to be generated without splitting the location. When a customer orders 100ft of rope they generally want a single 100ft section and we don’t want pickers to pull from multiple locations to fulfill the line item. If we have stock in multiple locations, it would ideally drive the pick list to a single location based on the pick priority that has sufficient quantity for the entire line item. No split allowed I’ve wrapped my head around this multiple times trying to sort out the most clever way to force Acumatica not to split location IDs on these items or locations but failed to come up with anything that solves the issue. Anyone got a clever solution they’re already using? Ideally, there would be a setting at the item level (class or inventory item) or even at the location ID that would say allow/disallow split locations.
Inventory Control with RFID Software
Hello all, I am beginning to research RFID Inventory Control systems for our company. I wanted to reach out if any users are currently using this inventory control technology and if so what is some feedback for someone starting at the beginning researching this. Also, if using are you integrated with Acumatica? Thanks
Prepayment/Payment Applied to Sales Order and Customer's Terms includes a % discount when they pay within the terms, the Cash Discount does not get applied to the Invoice
HelloI ran into an issue that the Cash Discount does not automatically apply to an SO Invoice nor to AR Invoice if a prepayment or payment is applied to Sales Orders. We don’t have an issue with customer’s terms and cash discounts when applying a payment “on time”- Cash Discount is calculated and applied, AR Invoice is closed, everything OK there. Example # 1- non issue:I can either start a new Payment and Application transaction or pay from Invoice itself. Payment from client is taking the discount, it falls within the days where they get a discount. Acumatica comes up in Cash Discount Taken column calculating the amount correctly. I release payment, it closes AR Invoice. we are done. Example #2- ISSUEIn this case I have a Sales Order that I have applied a prepayment for the amount minus 2% discount to the order. The Customer’s terms is 2% Discount Prepay- which means if they prepay, they will get 2% discount at time of invoicing.Customer has a $6000.00 prepaymentSales Order for $15
Kit Assembly Best Practices
Greetings everyone!Looking for feedback from the community with regards to management of Kit Assemblies. I’ve scoured high and low and would love to hear what you have tried and what has been learned in the community.When configuring inventory and warehouse settings how do you establish inventory visibility to the subaccount level for kit assemblies? Currently, the only clear identification of the kits I can identify is the  Is a Kit checkbox?  I see potential options of using Base Unit, Posting Class or Item Class to support the accounting of kits at a subaccount level. I’ve given thought to using reason codes in the kit assembly process to facilitate accounting of Inventory to the Subaccount level, curious why that isn’t inherent in the system. Disassembly is organic, so why isn’t assembly organic? When I dig into the reason codes, I find myself limited by the available options [Sales, Credit Write-Off, Balance Write-Off, Issue, Receipt, Adjustment, Transfer, Disassembly, Vendo
Shipment tracking with easypost
I have installed the shipping carrier integration with an easypost account. I created a SO, confirmed the shipment and get a tracking number. My question is, the only way to track the shipment is using the external Easypost web page?There is no inquiry or report with the same informatin within Acumatica? I just want to confirm how will be the user experience to a customer for tracking their shipments.
Can we change or correct "Inventory ID" after release Invoices. ?
We have scenario where there are Invoices those are having multiple line items.some line items Inventory ID was wrong but now the Invoice has been released. Can we Update Inventory ID for released Invoices or can we use “Change ID” feature to update the Inventory ID for released Invoices. ?
How to ship a multiple box SKU in Acumatica shipping
We have individual SKUs that ship in more than one box. In the Acumatica pick, pack, and ship process, the Acumatica workflow seems only to accommodate one box / one shipping label per SKU. How can we print multiple shipping labels for a multiple-box SKU? We do not have Acumatica WMS. Your help is greatly appreciated.
Delivery Optimization for Order Management Shipments using Workwave Integration
We have customers and prospects with their own fleet of delivery vehilces. They are interested in using Workwave route optimization to help facilitate the deliver of Acumatica generated Shipments. Has anyone integrated Acumatica and Workwave for Shipments? I understand there is an integration for Field Service. This request is for Order Management Shipments only.
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