Distribution

When creating multiple AP Bill for a single Service PO, the quantity for the second AP Bill appears as 0.00 by default. I have done the following setups but am wondering if I missed anything, as logically, if the PO is still open (and set PO Line to close by Amount) then irrespective to the number of AP Bills the quantity should repeat at 1 (unless Acumatica defaults is 0.00 - can this be changed).Below is the scenario, using Acumatica demo data.Non-stock Item setup: Close PO Line: By AmountPO created for 1 unit at unit cost of USD20001st partial AP Bill created for USD 800.00. Quantity 1 automatically appears when creating AP Bill and ADD PO or convert PO to AP Bill and up

All our numbered transactions (for instance invoices, sales orders, shipments etc) need to have the restriction that the master document can’t be deleted.  For this reason, I have set up all the users with “insert” access to those types of screens.  In most cases this works fine, but occasionally I’m finding that a button on the screen doesn’t work when “insert access” is used.  This is one example.  The “add order” button is disabled for this user.   Am I understanding correctly that it should be working in this circumstance?

Currently the ITEM AVAILABILITY button in the Sales Order Screen which opens a new tab to the Allocation Details for the highlighted line item.How can we make this a POP-UP screen rather than opening a new tab each time?Thanks for any help.John

I have a modified Shipment Confirmation report SO642000 that is printing a extra blank page.I am unable to find the causeCould someone take a quick look ?

We have several different warehouses that we stock our component parts depending on which building they are consumed at.  I am trying to set a different ROP for each warehouse.  When I go into stock items and add the other warehouse, I am getting the following message: Error: Another process had added the “INItemRep” record.  Your changes will be lost. In Acumatica can you have different ROP’s for multiple warehouses?   

Hello all,I want to load inventory opening balances on the receipt screen with series.Does anyone have a template to load this information?.Best regardsJennifer

Hi Everyone,I am experiencing issue regarding on no batch entry on posting of inventory transaction.Please see attached photo for your ref.It seems that the posting set up is periodic. May we know where is the field that I need to trigger to become a perpetual posting? Thanks !

We use Landed Cost.  We need to allocate freight charges over several purchase receipts.  Our suppliers will aggregate freight charges from several shipments and add the freight charge to just one invoice.  If we use landed cost and add the aggregated freight charges to the one purchase receipt, the cost of the items on that one purchase receipt are inaccurate and distorted.  Is there a way in the landed cost system to add a freight charge to a few fully received purchase receipts to better spread the aggregated freight charges? 

Our client has requested to issue them multiple invoices in one sales order based on the payment method they have provided.Scenario:ABC Company ordered to XYZ Company 10 pcs of keycards, 100pcs of lockset, and 6000 pcs of Dustbox for ANSI Strike. Payment Terms as follows:For 50% downpayment - No shipment of stock items but with issuance of Invoice for downpayment If 80% of payment were collected - Sales Team will start to prepare to ship out the items that will create shipment on the system, update inventory issuance and issue new invoice for all items less the 50% downpayment For remaining 20% collectible - This will be reserved for retention - No shipment but with new invoice tagging the Sales Order reference.Is this possible in Acumatica? Any tips and advise for this kind of transaction?  

When I see the Stock Item screen my items get duplicate.  

Version 22 R1I have added custom fields to accept shipment location and ship via in the sales order and split shipment is created based on location and ship via for the selected warehouse.I have override the ARInvoiceEntryExternalTax && SOOrderEntryExternalTax GetToAddress with line parameter to get the Location address selected in the line. These changes are working fine in 20 R2 and calculate the tax based on the location selected in line, but in 22 R1 it calculates tax and failed to calculate tax in the Sales invoice and throws an error: TX Error: Failed to get taxes from the external tax provider. 

 Hello,I’m getting some issues with Creating template items: The item with the same inventory ID already exists. Change segment settings of the inventory ID. Could someone enlighten me on a method to make this work?

Hi,I would like to know if there is a possibility of not impacting the stock of an article stored according to the SiteID ? ThanksXav 

Hi all, I had this problem on last version. It still happened on 2022R1. The problem is if I have an item have more than one subitem. And also set the different barcodes for them. When I use Scan and Issue/Scan and Receive/Scan and Transfer, It always use default subitem.  As below. I scanned RDC_RCN-5 barcode. But in the system it received BRN subitem.   Scan RDC_RCN-5 but in the system received BR

Hi all, How do I populate all the lot/serial number and expiry date per InventoryID in Report Designer like this: The lot/serial or expiry date need to display per InventoryIDThis is the value from expression editor (InventoryID Description field)=IIf([ARTran.InventoryID]<>Null, Format( '{1}', [ARTran.InventoryID],[ARTran.TranDesc]),[ARTran.TranDesc])  I found other topics from here in community and I followed their combination in Build Schema but it’s not working for me Link: (Print Batch/Lot no. and expiry date on invoice | Community (acumatica.com)) Thi

Hello everyone, I’m trying to find a way to have the notes on a Stock or Non Stock item automatically print on a Purchase Order.  I know I can add notes on the individual line, but I don’t want to have to manually copy the notes per line item for every time I make a PO. Use Case: For our ISO 9000 certification, I need the stock item note to call out a spec reference sheet every time I make a PO for that item.

Hello,I have added text to various places on stock items and none of them seem to print on POs.I’ve checked preferences for settings and did not find anything.Do I have to modify the PO report to include things like notes or description from the description tab?I want to make sure I am just not missing something before I start modifying the PO form.Thanks!

If I have an order for 3 items and I have no stock on hand (non-manufactured items), I still want to allocate those items after a PO is received. How can I allocate the stock such as a mass allocation in Acumatica? I know I can go to each order but if there are many, how can that be done? Looking for any suggestions on experiences or work arounds.  

Our next Distribution Show & Tell is only a few weeks out, on June 14. The topic is: Dashboards.I’m looking for more people to share Dashboards that you have created that have solved a business problem. Send me a direct message through Community or to my email: debramignola@gmail.com.If you don’t have anything to show but you’d like to see some great ideas, you won’t want to miss this!-Debra Mignola 

Hello,I searched for this and couldn’t seem to find an exact hit.I’d like to duplicate the ‘default Sales Person’ from the Commissions tab on the sales order to the Header so that Sales Reps can see, overtly, who is being defaulted (and change it if necessary) at the header level instead of the Commissions tab.Is this achievable?Cheers,k2

Hi,Is there any possibility to link an already created AR invoice to a sales order, without creating AR invoice through sales order. Thanks,Dulanjana

Hello,       We are using 2020R2 103 version.      We encountered another shipment status issue.  We are having shipment as status “confirmed”.However, the user can not “prepare invoice” based on it. It will show error:  And, the user can not “correct shipment” . It will show error:   I checked the Database, it looks like for some unknown reason , the “confirmed” column has not been set to 1.

HI All,Please advise which access right is allowed user to see the articles on open help (form reference) 

Any help would be greatly appreciated!I cannot prepare invoices AT ALL! I am not sure what changed but if anyone has any idea how to get this fixed i would really appreciate it, need this fixed asap :( Thanks!

In inventory preferences there is a new option to allocate items in documents on hold.  Where is more information available on this?  Which release notes can this update be found in? Thanks.